eSignature Solutions for Wealth Management

Shorten the sales process and improve customer engagement with electronic signatures

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.

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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Blog

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-Label

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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eBook

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

Remote channels have become the primary method to apply for new accounts, insurance policies, loans, and to get financial advice. Download this eBook to learn how to recreate the power of the face-to-face meeting in your wealth management sales and advisory processes. 

Download Now

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

EVP and COO

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

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.