Leveraging eSignature for the banking & finance industry

Boost your document workflow, cut manual tasks and keep every signature secure, compliant and auditable.

Why it matters

Built for institutions that move on paperwork

The finance and banking industries deal with an overwhelming amount of documentation every single day, against a regulatory backdrop and customer expectations that demand your institution be more secure, agile and accessible than ever before.

Whether you are a boutique finance firm, a mortgage lender, an asset management firm or in retail banking, Signulu is all about boosting your document management workflow and alleviating the manual tasks around it with a cloud-based eSignature solution.

Client signing a financial document on a tablet
Benefits

How will Signulu benefit your financial institution?

Documents in your clients' hands faster

Reduce the time it takes to get documents authorised by over 80%. Distribution and authorisation happen online, so documents come back in minutes rather than days.

Clear visibility to document status

The transaction dashboard gives real-time visibility into who has received and signed each form — invaluable when multiple parties review the same set of documents.

Stay secure, trusted and compliant

TLS 1.2 encryption, tamper-proof audit trail, data encryption and signer authentication, compliant with major eSignature laws including ESIGN and ITA-2000.

Reduce overhead and go greener

A fully digital document platform cuts paper, toner and courier costs significantly — and saves a few trees along the way.

Use cases

Where finance teams use Signulu

  • New account openings
  • Loan and mortgage applications
  • Transfer of assets
  • Change and approval of beneficiary forms
  • Change and approval of address forms
  • Retainer contracts
  • Maintenance and account change forms
  • Delegation of authority
  • Preparation and approval of credit reports
  • Audit sign-off
  • Disclosures
  • Subscription documentation
  • Redemption requests
At a glance

Summary of Signulu benefits

Speed up in-person eSigning

Receive timely payments

Manage complex eSignature workflows

Avoid retyping the same information over and over

Collaborate seamlessly inside your department

Store documents in secure cloud storage

Do not let mountains of paperwork get in the way of productivity. If Signulu can help your banking or financial organisation achieve its digital transformation goals, talk to us — and try the full version free for 14 days.

Get up to 5 documents signed free, every month

Try Signulu eSignature for 14 days. No credit card required.