Wealth Management

Deliver experiences that instill confidence and build trust with wealth management clients.

Trusted by wealth management firms around the world

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As wealth management firms devote greater resources toward enhancing advisor efficiency and the client journey, e-signature, smart digital forms, and other digital agreement technologies will continue to be required components of the sales and advisory process. These technologies boost automation for firms and eliminate time consuming inefficiencies created by using wet signatures in your signing process. Wealth advisors can also nurture their client relationships by injecting human help into paperless, digital processes when real-time assistance is required with video-based e-signature solutions.

IDC MarketScape: Worldwide eSignature Software 2023 Vendor Assessment Chart
Analyst Report

IDC MarketScape for eSignature 2023: OneSpan Named a Leader in Worldwide eSignature Software Vendor Assessment

The report recognizes the strengths of OneSpan’s esignature solution, as well as key differentiators including security, white-labeling, and a single audit trail.

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E-Signature Use Cases in Wealth Management

Account Opening

  • Mutual funds
  • GICs
  • Annuities

Account Maintenance

  • IRA and 401K rollovers
  • Registered investment transfers
  • Beneficiary changes and estate planning

Other Use Cases

  • Hiring & employee onboarding
  • Vendor contracting
  • NDAs and other legal agreements
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Industrial Alliance: Why Take an Enterprise Approach to E‑Signatures

Because of COVID-19, Industrial Alliance onboarded close to 10 lines of business onto the e-signature shared service within 6 weeks. “The scalability is excellent," says Patrick Blanchet, Director of Business Solutions Delivery

Read the blog post

Our Capabilities

Our area of specialization is in consumer-facing processes 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, insurance, financial planning, and wealth management customers.


White-labeling & Branding

Fully brand the signing experience, including the web pages and emails that signers see, to deliver a trusted client experience with high completion rates

 Identity Verification & Authentication

ID Verification & Authentication

Protect your high-value agreements and sign documents with a wide range of signer identification options, so that you can get documents e-signed with confidence

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Live E-Signature

Get documents signed in a live virtual room with built-in videoconferencing and co-browsing to drive up customer engagement for signature processes that require human assistance

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Integrations with Salesforce, SharePoint, Workday, and More

Pre-built e-signature connectors for popular business apps that your teams use every day

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Bring a Human Connection to Remote Banking, Insurance, & Financial Services

Download this ebook to learn how the OneSpan Virtual Room solution can recreate the power of the face-to-face meeting in your to end-to-end digital processes. 

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What Customers Are Saying

“[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.” 

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Thorsten Neumann

Chief Technical Officer

We are pleased to be working with such an experienced e-signature partner. The OneSpan Sign integration with Laser App, as well as OneSpan Sign’s presence and reputation in the financial services industry, gave us the confidence to move forward with e-signatures.

PlanMember Securities

Terry Janeway


Having partnered with OneSpan Sign for five years, we have seen the investments in their technology which makes them leaders in the industry. They listen to our suggestions for future product features and work closely with us to ensure their enhancements support our needs.

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Banking Executive

Why OneSpan Sign?

Superior Experience

Bring automation to your agreement workflows and deliver optimal experiences to your customers and employees – across channels and devices

Global Solution

An enterprise-grade 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 that help 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

Aragon Research Globe: OneSpan is a 2023 Digital Transaction Management Market Leader

OneSpan is named a Leader in The Aragon Research Globe™ for Digital Transaction Management, 2023. The independent report highlights OneSpan's Transaction Cloud Platform offering e-signatures, identity verification, authentication, mobile security, virtual room, and secure vaulting.

Highlights from the report:

  • “As cyber war continues to grow, OneSpan's focus on security and identity will help to differentiate it in the overall DTM Market.”
  • “OneSpan has continued to offer a highly secure DTM offering due to its focus on regulated and compliance-driven markets.”

Questions? We’re ready with answers

OneSpan can help your wealth management firm securely digitize the execution and delivery of contracts and other types of agreements.