Electronic Signatures for Financial Services

Time is money. Save both with eSignatures…

In finance, whether giving or managing, there are a lot of processes in place to ensure it’s done correctly. And by adopting electronic signatures, you can make sure that these are signed off swiftly.

Finance use cases:

Finance, whether focusing on giving or managing, is a sector that handles a lot of documents daily. Which means a lot of admin time sorting forms like…

Accounting

ITR’s
CT 600’s
Agent authority

Giving

Applications
Guarantor info
Credit licenses

Vehicle finance

Credit licence
Hire T.O.A
DD forms & mandates

Debt management

Fee agreements
Authority to act
Bank authority
Employment info

How can electronic signatures help?

No skim guarantee

Even the most experienced finance professionals have been guilty of skimming an important document. Signing without fully knowing the commitment involved. However, by adding initial fields next to the longer, more complex parts of contracts, you ensure parties have read and fully understood before signing.

Cater to your clients’ schedules

Deals around finance are usually time-sensitive. And as always when concerning money, clients are happier when things are finalised quickly. By using eSignatures clients can view, sign and send documents on-the-go via mobile, or at home. Catering to their schedule and cutting out the need for post runs/ office visits.

Compliance is key

Documents of a sensitive nature need to show compliance with key processes. By electronically sending documents, you can highlight exactly where signatures are needed whilst ensuring nothing is tampered with. This also ensures your documents are returned correct and remain readable.

Keep costs down

Reducing costs is a responsibility that’s always in front of a finance worker’s mind. Adopting eSignatures ensures financial resources are being best utilised. By reducing both post/printing costs as well as staff time invested in projects. As eSignatures help projects by signing off contracts sooner. Reducing approval delays and time team would spend chasing signatures.