Trusted by retail banking institutions around the world
As retail banks and financial institutions strive to improve customer experience, operational efficiency, and regulatory compliance, e-signature, smart digital forms, and other digital agreement technologies will be key components of current and future initiatives. Implementing these technologies allow providers to boost automation, reduce costs and inefficiencies incurred by paper documents, and enable business growth – across the enterprise, geographies, and all channels.
E-Signature Use Cases in Retail Banking
Account Opening
- Checking & savings accounts
- Credit card applications
- Lending & leasing applications
- Loan applications and loan documents
Account Maintenance
- Account changes
- Product/service changes
- Mortgage renewals
- Disclosure delivery
Other Use Cases
- Hiring & employee onboarding
- Vendor contracting
- NDAs and other legal agreements
Our eSign Capabilities and Functionality for Electronic Documents
Our area of specialization is in high-volume, consumer-facing transactions that often require tightly integrated workflows. We bring 20+ years of experience to ensure a smooth roll-out and rapid adoption by our retail banking customers.
White-labeling & Branding
Fully brand the signing experience, for signed documents,including web pages and emails that signers see, to deliver a trusted experience with high completion rates
ID Verification & Authentication
Protect your high-value agreements with a wide range of signer identification options, so that you can get documents e-signed with confidence
Live E-Signature
Get digital documents signed in a live virtual room with built-in videoconferencing and co-browsing to drive up customer engagement for paperless processes that require human assistance
Integrations with Salesforce, SharePoint, Workday, and More
Pre-built e-signature connectors for popular business apps that your teams use every day
Customer Testimonial
“[OneSpan Sign] has changed the way we engage our customers and puts customer experience at the centre of performing document signing. SC Ventures led the rapid rollout to production, took the bank along on the journey, and successfully transferred the operations of this innovative platform back into the bank.”
— Thorsten Neumann, SC Ventures, Chief Technical Officer
What Customers Are Saying
E-Signature was a key part of the execution of our web-based initiative. Without it, we wouldn’t be able to compete in the online market.”
David Smith
VP, Application Systems
Digital account opening and ID verification is our primary focus. We have a significant roadmap to digitize all account opening, whether that be traditional savings or checking accounts, straight through to applying for a loan or a mortgage or prepping for an investment account.
Michael Decouto
Chief Digital & Marketing Officer
We started at 70% of all loan account openings having e-signatures, and within a year we were up to 85%, which is where we stayed.
Associate VP for Technology and Operations
Analyst Report
How BMO transformed the digital account opening process
BMO enabled digital channel growth by replacing their paper-based account opening process with a mobile-ready user experience that led to more customer conversations and incremental revenue
Get the Full StoryWhy OneSpan Sign?
Superior Experience
Bring automation to your agreement workflows and streamline signing processes to deliver optimal experiences for your customers and employees – across different channels and use cases.
Global Solution
An enterprise-grade electronic signature solution that scales across geographies with support for Simple, Advanced, and Qualified E-Signatures, multiple languages, and data centers around the world
Strong Electronic Evidence
Vendor-independent audit trails with the use of electronic signature helps you deliver legally binding, admissible, and enforceable digital agreements
Secure Agreements
Bank-grade cloud security, digital signature encryption that guarantees the integrity of your agreements, and strong authentication options
Resources
Case Studies
White Papers & eBooks
