Agreement Automation RFP Guide for Financial Services

Everything You Need to Evaluate & Compare Solutions

Trillions of dollars in financial transactions are processed each year. These include account openings, lending, leasing, and other financial agreements.  

Agreement automation enables financial institutions to digitize these transactions to improve the user experience and reduce risk. This includes digital identity verification and e-signature technologies that replace time-consuming, paper-based and in-person processes.

To help you understand and evaluate this technology, our Financial Agreement Automation RFP Guide recommends over 120 essential questions to guide your selection process. 

Download this guide to discover:

  • 10 evaluation categories, including compliance, integration, and security
  • 12 digital identity verification checks to investigate
  • Stakeholders guide featuring top 8 stakeholders to involve in the process
  • Checklist to compare end-to-end and standalone solutions 

Agreement Automation


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