Legislation in place in most countries has removed legal impediments to acceptance of electronically signed account applications and customer agreements. Electronic signatures replace the need for ink on paper and create legally binding new account documentation. 

Whether insurance, banking, brokerage, or other customer aquisition requirements, new account documentation requiring signature can be accomplished online, including real-time OFAC checking and Patriot Act compliance (Level 3 authentication (USA)).

We've assisted our clients in automating this process, including appropriate generation of document sets based on customer type and risk profile. The result is a very smooth experience for our customer's new clients and a higher new account volume through customer ease of use as well as the decline in the non-return rate associated with paper documents.

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