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 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.
Analyst Report
IDC MarketScape for eSignature 2023: OneSpan Named a Leader in Worldwide eSignature Software Vendor Assessment
The report recognizes the strengths of OneSpan’s esignature solution, as well as key differentiators including security, white-labeling, and a single audit trail.
Download nowE-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
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 postOur 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-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
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
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
Integrations with Salesforce, SharePoint, Workday, and More
Pre-built e-signature connectors for popular business apps that your teams use every day
eBook
Bring a Human Connection to Remote Banking, Insurance, & Financial Services
Download this ebook to learn how the OneSpan Virtual Room solution can recreate the power of the face-to-face meeting in your to end-to-end digital processes.
Download NowWhat 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.”
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.
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.
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
Aragon Research Globe: OneSpan is a 2023 Digital Transaction Management Market Leader
OneSpan is named a Leader in The Aragon Research Globe™ for Digital Transaction Management, 2023. The independent report highlights OneSpan's Transaction Cloud Platform offering e-signatures, identity verification, authentication, mobile security, virtual room, and secure vaulting.
Highlights from the report:
- “As cyber war continues to grow, OneSpan's focus on security and identity will help to differentiate it in the overall DTM Market.”
- “OneSpan has continued to offer a highly secure DTM offering due to its focus on regulated and compliance-driven markets.”
Resources
Case Studies
White Papers & eBooks
