Blog: Industry Insights

Hear from our network on the latest news, trends, legal updates, analyst reports and innovations that impact your industry.

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Supporting the U.S. Government’s Digital Transformation for 20 Years

This year marks eSignLive’s 20th year delivering e-signature solutions to the U.S. Federal Government. Not many software organizations today can claim such a significant achievement and milestone. Our very first government customer, the US Joint Chiefs of Staff (JCS) in … Continued

Digital Onboarding: How to Remotely Authenticate New Clients

Digital onboarding & authentication highlights from wealth management conference In|Vest 2017, based on my experience as a presenter and SaaS vendor As a sales manager, I love to challenge prospective customers with a new way of thinking about a topic. … Continued

Highlights from DocPoint User Conference 2017

Every now and then the right circumstances occur and everything seems to fall into place. Think of the movie, “The Perfect Storm”. Sometimes the perfect storm is good – when the planets align and the whole universe seems to be … Continued

Beginner’s Guide to Electronic Signatures

Comprehensive guide to getting started with e-signatures.

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G2 Crowd Users Show Summer Lovin’ to eSignLive!

G2 Crowd, a peer review site that helps organizations evaluate software products released its Summer 2017 E-Signature Software Grid report to help businesses evaluate e-signature solutions. Once again, eSignLive has maintained Leader status based on a high customer Satisfaction score and … Continued

WannaCry: It’s Not Over

What initially looked like an attack against England’s National Health Service (NHS), forcing hospitals to turn away patients on May 12, 2017, has turned out to be the largest coordinated cyber attack ever seen. Cybersecurity professionals around the world are … Continued

Center of Excellence (Why create one?)

One of the great upsides of hiring new people is that they bring knowledge and insight from previous roles to your organization. Such is the case with Mark Kafka, who joined eSignLive after a successful ten-year consulting career with Gartner. … Continued

BMO’s 8-Minute Mobile Account Opening

Few banking consumers today apply for new products and services through their mobile device because few banks allow them to. But that’s changing as banks and other financial institutions add new mobile capabilities to their online and mobile apps to capture … Continued

How the Fiduciary Rule Creates Technology Opportunities in Annuities

I just returned from the IRI Operations and Technology Conference in New Orleans. Every year, the Insured Retirement Institute (, the leading financial services trade association for the retirement income industry, convenes to discuss regulations and new developments that affect insured … Continued

Open a Bank Account Online – Save a Tree

As Earth Day 2017 is celebrated, BMO (Bank of Montreal) marks its 200th year in operation. Today, more than 12 million personal and commercial customers make BMO one of North America’s largest and most respected financial institutions. From the beginning, … Continued

Digital Mortgages: What’s Holding You Back?

The mortgage industry has been slow to adopt digitization compared to many other industries. Just as the industry began gaining momentum and the major players were on board to adopt a truly digital mortgage process, it came to a screeching … Continued