Trusted by wealth management firms around the world
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 across the advisory lifecycle and can inject human help into the digital process when real-time assistance is required.
E-Signature Use Cases in Wealth Management
- Mutual funds
- IRA and 401K rollovers
- Registered investment transfers
- Beneficiary changes
Other Use Cases
- Hiring & employee onboarding
- Vendor contracting
- NDAs and other legal agreements
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 DeliveryRead the blog post
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.”
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.
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.
Why OneSpan Sign?
Bring automation to your agreement workflows and deliver optimal experiences to your customers and employees – across channels and devices
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