Financial Services

Deliver convenience to your customers

FinServ customers expect more. They want digital “paperwork” and a frictionless experience that’s fast and easy. Make doing business with your organization simple and painless. Offer a secure, mobile-friendly agreement process that captures and shares sensitive documents digitally.

Modernize your agreements to automate processes, accelerate turnaround times and digitize key financial documents.

With Esignax, you can:

Digitize key financial agreements
Do business faster with less work
Eliminate manual processes
Streamline complex workflows
Create a trusted, mobile-first experience

All of the top FinServ firms rely on us

Streamline Agreements

Automate and digitize every transaction that involves an agreement to easily and accurately capture customer information.

Assess Risks With AI

Make data-driven decisions quickly. Use AI-based contract analytics to extract insights from your agreements.

Increase Compliance

Maintain a digital audit trail of all agreements with a tamper-evident certificate to ensure compliance with regulations like KYC/AML.

Come to agreement faster with Esignax

Learn how Arizona Federal Credit Union reduced loan processing times from hours to just a few minutes.

Watch Now

Esignax For Financial Services

Prepare, sign, act on and manage your agreements with Esignax. You can use our suite of products, our 400+ integrations and our award-winning APIs to speed up transactions, streamline processes and deliver an amazing customer experience–all while maintaining security and compliance. Featured products include:

Streamline Agreements

Securely and electronically send and sign new account, servicing, lending forms and more. Maintain a complete audit trail for every agreement.

Assess Risks With AI

Manage the full agreement lifecycle from automated generation to real-time negotiation, and storage and search, for complex contracts like ISDA master agreements.

Increase Compliance

Verify your signer’s identity for sensitive agreements such as new account openings and loan closings with ID verification, SMS Authentication or Knowledge-Based Authentication.

Increase Compliance

Securely conduct remote online notarizations for establishing trusts, executing powers of attorney and more with Esignax Notary.

Increase Compliance

Intelligently uncover risks and opportunities across your agreements with AI-powered contract execution and analytics capabilities.

Increase Compliance

Capture consent for standard agreement terms with a single click.

Featured Integrations

Salesforce

Accelerate your sales contracts and other agreements without ever leaving Salesforce.

Microsoft

Send agreements and approvals for signing, directly from your Microsoft apps.

Oracle

Pair Oracle with Esignax and streamline your workflow.

nCino

Simplify and accelerate lending with Esignax and nCino.

Featured Use Cases

Account Opening

Checking/savings accounts
Signature cards
Proof of identity
Consent forms
KYC

Lending

Loan/mortgage applications
eConsent
Loan estimate/waiver
Broker contracts
Underwriting documents

Customer Service

New deposit accounts
Address/beneficiary changes
Financial statements
Overdraft notifications
Transaction disputes
Terms of use forms
Tax forms

Audit and Compliance

Capture consent
Regulation E
KYC

Esignax Empowers Finserv Providers

Retail Banks and Lenders Can:

Delight customers with mobile-friendly account opening and onboarding experiences
Securely and easily verify signer identity and validate account data
Ensure compliance with digital audit trails and certificates of completion

Commercial Lenders Can:

Gather required documentation efficiently and reduce manual re-entry of customer data
Streamline reviews, approvals and complex workflows with contract management tools
Efficiently store, search and track key documents across the lending lifecycle

Wealth Management Firms Can:

Streamline client onboarding and preparation of investor agreements, custodian forms and compliance forms
Empower advisors and relationship managers with digital tools for updating client information
Reduce compliance risk with digital audit trails and workflow tools for managing changes to clause

Corporate Banking and Capital Market Firms Can:

Move with agility and speed when capturing client consent
Streamline workflows and easily route forms between internal parties and counterparties
Securely process, negotiate, and centrally store ISDA agreements and more trade confirmations

Customer Stories

Approving PPP loans quickly

Learn how Santander UK’s commercial and corporate services were transformed with Esignax to efficiently provide financial services products to its customers.

75% Time Savings Realized

Learn how Esignax is helping Finemark onboard clients with one click and saving 75% of the prep time for trust documents.

Tata Communications uses Esignax

Learn how this leading communications provider’s legal department reduced contract turnarounds from months to just one day, and realized a 90% savings on courier services.