Financial Services eSignature Solution

Financial institutions can first complete customer identity verification during onboarding, then automatically generate account opening applications, risk disclosure statements, authorization letters, and service agreements based on customer type. After the customer confirms online, signing status, signing logs, and archived files can be synchronized to onboarding, CRM, or risk control systems, avoiding dispersed records across emails, branch scans, and manual registers

Credit agreements, loan contracts, guarantee documents, financial leasing contracts, and supplemental agreements can be initiated for signing based on business milestones, with the signing sequence set for customers, guarantors, and institutional approvers. Signing notifications automatically remind pending parties, and business staff can view the status of each document in the system, reducing repeated reminders, re-signing, and offline mail delivery before disbursement

Institutions can include product brochures, risk disclosure statements, agency sales agreements, and similar documents in template version management, allowing only the currently effective version to be invoked by the business process. Signing records retain the actual document version signed by the customer, signing time, and confirmation actions, making it easier to support future audits, customer complaint handling, and regulatory reviews

It typically needs to prove who signed, which version was signed, when it was signed, whether informed consent was obtained, and whether the document was altered. eSign.AI can retain identity verification results, signing intent, timestamps, signing logs, document integrity, and archiving records, and link evidence materials to customer, product, or loan reference numbers via API for easier auditing and dispute response