Secure eSignature for Financial Services: Accelerate Agreements, Ensure Compliance
Close deals faster, onboard clients seamlessly, and maintain rigorous compliance.
eSignly provides the trusted, legally binding eSignature solution your financial institution needs to thrive in a digital-first world.
Why Financial Leaders Choose eSignly
In a sector where security, compliance, and speed are non-negotiable, eSignly delivers a platform built to exceed the rigorous demands of the financial industry.
Bank-Grade Security
Protect sensitive client data with enterprise-grade security features, including robust encryption, multi-factor authentication, and comprehensive audit trails that create a tamper-proof record of every transaction.
Unyielding Compliance
Meet and exceed regulatory requirements with a solution compliant with ESIGN, UETA, GDPR, CCPA, and other key financial regulations. Our platform is designed to help you pass audits with confidence.
Accelerated Closings
Reduce document turnaround time from days to minutes. Empower clients to sign loan applications, account openings, and investment forms from any device, anywhere, dramatically speeding up revenue generation.
Superior Client Experience
Eliminate the friction of printing, scanning, and mailing. Offer a modern, intuitive, and seamless digital signing experience that delights clients and reflects positively on your brand's commitment to innovation.
Seamless Integration
Integrate eSignly directly into your existing CRM, loan origination systems (LOS), and core banking platforms with our powerful API. Automate workflows and eliminate manual data entry to boost operational efficiency.
Reduced Operational Costs
Significantly cut costs associated with paper, printing, postage, and document storage. Reallocate resources from administrative tasks to high-value, client-facing activities.
Enhanced Accuracy
Minimize errors and incomplete forms with guided signing and mandatory fields. Ensure all necessary information and signatures are captured correctly the first time, reducing costly delays and rework.
Comprehensive Audit Trails
Gain complete visibility into your document lifecycle. Every action is time-stamped and tracked, providing a detailed, legally admissible record for compliance and dispute resolution.
Global Reach
Serve your international clientele with a platform that supports multiple languages and is compliant with global e-signature laws, ensuring your agreements are enforceable across borders.
Transforming Every Facet of Your Financial Operations
From retail banking to wealth management, our eSignature solutions are tailored to meet the specific needs of your financial services niche, ensuring efficiency and compliance at every step.
Loan & Mortgage Applications
Expedite the entire lending cycle by allowing applicants to complete and sign complex loan packages digitally, from initial application to final closing documents.
- Reduce application abandonment with a user-friendly digital process.
- Ensure all required disclosures are acknowledged and signed.
- Integrate with Loan Origination Systems (LOS) for seamless data flow.
Promissory Notes & Credit Agreements
Securely execute legally binding promissory notes, lines of credit, and other financing agreements with a clear, auditable trail of consent.
- Create tamper-proof agreements with robust encryption.
- Automate reminders to ensure timely execution by all parties.
- Maintain a centralized, secure repository of all credit documents.
Refinancing Documents
Simplify the refinancing process for your clients. Deliver and get signatures on all necessary paperwork quickly, reducing friction and improving client retention.
- Pre-fill documents with existing client data to save time.
- Guide clients through the signing process step-by-step.
- Provide instant, secure access to executed documents for all parties.
New Account Openings (KYC/AML)
Onboard new individual and business clients faster than ever. Digitize account opening forms, signature cards, and KYC/AML compliance documents for a seamless remote experience.
- Verify signer identity with advanced authentication methods.
- Reduce manual data entry errors and ensure compliance.
- Drastically cut down client onboarding time from days to minutes.
Treasury & Cash Management Forms
Streamline treasury services for your business clients. Enable authorized signers to securely execute ACH authorizations, wire transfer requests, and other cash management agreements online.
- Manage complex signing workflows with multiple required signatories.
- Set up templates for frequently used forms to ensure consistency.
- Provide a secure portal for business clients to manage their agreements.
Mandate & Direct Debit Authorizations
Capture client consent for recurring payments and direct debits with legally compliant electronic signatures, ensuring a smooth and auditable authorization process.
- Simplify setup for both clients and internal teams.
- Generate a clear audit trail for every authorization.
- Reduce the risk of payment disputes with verifiable consent.
Wealth Management & Advisory Agreements
Establish client relationships efficiently with digital advisory contracts, investment policy statements, and discretionary trading authorizations.
- Impress high-net-worth clients with a modern, professional onboarding process.
- Ensure FINRA and SEC compliance for all advisory paperwork.
- Securely store and manage sensitive client agreements.
Asset Transfer Forms (ACATS)
Facilitate the smooth transfer of assets between institutions by digitizing the ACATS form signing process, reducing delays and improving the client experience.
- Minimize NIGO (Not In Good Order) errors with required fields.
- Track the status of the form in real-time.
- Provide a faster, more transparent transfer process for your clients.
Retirement Account Forms (IRA/401k)
Simplify the management of retirement accounts. Enable clients to digitally sign distribution requests, beneficiary designations, and rollover forms with ease and security.
- Ensure accuracy and completeness of critical retirement paperwork.
- Provide clients with a convenient way to manage their accounts.
- Maintain compliance with IRS and Department of Labor regulations.
Insurance Applications & Policy Issuance
Accelerate the policy lifecycle from application to issuance. Allow clients and agents to complete and sign insurance applications and binding agreements entirely online.
- Reduce policy issuance time and bind coverage faster.
- Improve agent productivity by eliminating paperwork.
- Enhance the customer experience with a fast, modern application process.
Claims Processing Documents
Expedite the claims process when your clients need it most. Securely obtain signatures on proof of loss statements, settlement agreements, and release forms digitally.
- Settle claims faster, improving customer satisfaction and loyalty.
- Reduce administrative overhead in the claims department.
- Create a secure, auditable record of the entire claims settlement.
Beneficiary Change Forms
Provide a simple and secure method for policyholders to update their beneficiary designations, ensuring their intentions are clearly and legally documented.
- Prevent disputes with a clear, time-stamped record of changes.
- Offer policyholders a convenient self-service option.
- Ensure compliance with internal and regulatory requirements.
Internal Compliance & HR
Streamline internal operations by using eSignatures for employee onboarding, policy acknowledgments, and internal audit sign-offs, ensuring consistency and compliance across the organization.
- Maintain a centralized repository for all internal compliance documents.
- Automate the tracking of employee policy acknowledgments.
- Improve the efficiency of internal audits and regulatory reviews.
Vendor & Third-Party Agreements
Manage relationships with vendors, clearinghouses, and other third parties more effectively. Execute NDAs, service level agreements (SLAs), and partnership contracts with speed and security.
- Accelerate vendor onboarding and project start times.
- Ensure all third-party agreements are properly executed and stored.
- Maintain a clear record of all contractual obligations.
Audit & Regulatory Sign-Offs
Simplify the process of obtaining required sign-offs for internal audits, regulatory filings, and board resolutions. Create an unimpeachable digital record for regulators.
- Track sign-off status in real-time from a central dashboard.
- Ensure accountability with clear, attributable electronic signatures.
- Easily produce documentation for regulatory inquiries.
Real-World Results for Financial Institutions
Accelerating Mortgage Closings for a Growing Regional Bank
Industry: Retail & Commercial Banking
Client Overview: A mid-sized regional bank with over 50 branches was struggling with a slow, paper-intensive mortgage application process. The average time to close a loan was 45 days, leading to frustrated customers and a competitive disadvantage against more agile online lenders. They needed a solution to digitize their workflow without compromising security or regulatory compliance.
"eSignly transformed our mortgage department. We're closing loans a week faster, and our customer satisfaction scores have never been higher. The implementation was seamless, and the audit trail feature gives our compliance team complete peace of mind."
SVP of Lending, Regional Community Bank
Key Challenges
- Lengthy document turnaround times (average 4-5 days per signature packet).
- High incidence of NIGO (Not In Good Order) documents due to missed signatures or fields.
- Significant operational costs related to printing, couriers, and document storage.
- Lack of visibility into the status of loan documents once they left the bank.
Our Solution
- Deployed eSignly's platform across their entire mortgage lending team.
- Created reusable templates for the complete mortgage application package, including disclosures and closing documents.
- Integrated eSignly with their existing Loan Origination System (LOS) to auto-populate client data, reducing manual entry.
- Implemented guided signing to ensure all required fields and signatures were completed in the correct order.
Streamlining Client Onboarding for a High-Net-Worth Advisory Firm
Industry: Wealth Management
Client Overview: A boutique wealth management firm managing over $2 billion in assets prided itself on white-glove service. However, their onboarding process for new clients was cumbersome, involving multiple paper forms, in-person meetings, and courier services. This created a poor first impression and delayed the process of investing client assets.
"The first impression is everything. eSignly allows us to onboard new clients in a single, secure digital session. It reflects our commitment to modern, efficient service and has been a game-changer for our advisors and clients alike."
Partner & Chief Compliance Officer, Premier Wealth Advisors
Key Challenges
- Client onboarding took an average of 7-10 business days.
- High administrative burden on advisors, taking time away from client relationships.
- Security concerns with emailing sensitive financial documents.
- Difficulty tracking and managing compliance paperwork for SEC/FINRA audits.
Our Solution
- Implemented eSignly's Business plan with advanced branding to match the firm's premium identity.
- Consolidated multiple onboarding forms (advisory agreement, IPS, ACAT forms) into a single, guided digital workflow.
- Utilized multi-factor authentication to add an extra layer of security for high-value transactions.
- Leveraged the centralized dashboard and audit trails to simplify compliance checks and audit preparation.
Enabling Rapid Growth for a Disruptive Fintech Lender
Industry: Financial Technology (Fintech)
Client Overview: A venture-backed online lender specializing in small business loans needed a highly scalable and reliable eSignature solution that could be deeply embedded into their custom-built lending platform. Their goal was to provide a fully automated, end-to-end digital experience, from application to funding, in under 24 hours. Manual processes were not an option.
"eSignly's API is the backbone of our loan execution process. It's robust, well-documented, and allowed us to build a seamless signing experience directly into our app. We couldn't have achieved our growth targets without their technology."
CTO, SwiftCapital Lending
Key Challenges
- Need for a 100% digital workflow to meet aggressive funding timelines.
- Requirement for a powerful, flexible API to integrate into their proprietary platform.
- Ability to handle thousands of loan agreements per month without performance degradation.
- Ensuring all electronically signed loan documents were legally enforceable and secure.
Our Solution
- Provided our Enterprise API plan, giving their development team full control over the signing experience.
- Assisted with the implementation of embedded signing, so borrowers never had to leave the lender's website or app.
- Utilized webhooks to provide real-time status updates, automatically triggering the next step in the funding workflow once a document was signed.
- Ensured the solution could scale to support their rapid user growth and transaction volume.
Your Path to Digital Efficiency in 3 Simple Steps
Prepare & Send
Upload your financial document (PDF, Word, etc.), add signer fields with simple drag-and-drop, and send it securely to your client's email in seconds. Use templates for recurring documents like loan applications or advisory agreements to save even more time.
Client Signs Anywhere
Your client receives a secure link to the document. They can review and sign on any device—desktop, tablet, or smartphone—without needing to download any software. Our guided process ensures all required fields are completed accurately.
Secure & Manage
Instantly, all parties receive a copy of the legally binding, signed document. A comprehensive, tamper-proof audit trail is generated and stored with the document, providing a complete history for your compliance records.
Built for Security, Compliance, and Integration
Our platform is built on a foundation of trust, adhering to the strictest global standards to protect you and your clients.
Key Compliance & Legal Standards
ESIGN Act
UETA
GDPR
SOC 2 Type II
HIPAA
PCI DSS
Trusted by Financial Professionals
"Switching to eSignly cut our loan application processing time by 40%. It's intuitive for our clients and gives our compliance team the robust audit trail they need. A must-have for any modern lending institution."
"Onboarding high-net-worth clients requires a seamless, professional experience. eSignly provides just that. We can get all advisory agreements and transfer forms signed in a single remote session, which our clients love."
"The API integration was straightforward and powerful. We embedded the eSignly signing process directly into our platform, creating a frictionless experience for our users. Their support during development was excellent."
"As a compliance officer, the detailed audit trail is invaluable. Every action is tracked and time-stamped, making audit preparations significantly easier. eSignly's security posture is top-notch."
"We've eliminated almost all of our paper, printing, and courier costs. The ROI was clear within the first quarter. More importantly, our financial advisors can now focus on advising, not chasing paperwork."
"The ability to create and reuse templates for our complex insurance application packets has been a massive time-saver for our agents. What used to take days of back-and-forth now gets done in under an hour."
Flexible Plans for Every Financial Institution
Whether you're a solo advisor or a multinational bank, we have a secure, scalable plan that fits your needs and budget.
Professional
Perfect for individual financial advisors, brokers, and small teams who need a secure and efficient way to get documents signed.
- Unlimited document signing
- Reusable templates
- Real-time audit trails
- Mobile-friendly signing
Business
Ideal for growing branches, departments, and mid-sized firms requiring advanced features, branding, and team management.
- Everything in Professional, plus:
- Custom branding
- In-person signing
- Bulk sending
- Team management tools
Enterprise & API
A comprehensive solution for large institutions needing full integration, advanced compliance, and custom workflows.
- Everything in Business, plus:
- Powerful REST API
- Single Sign-On (SSO)
- Advanced authentication
- Dedicated account manager
Frequently Asked Questions
Yes. In the United States, the Electronic Signatures in Global and National Commerce (ESIGN) Act of 2000 and the Uniform Electronic Transactions Act (UETA) grant electronic signatures the same legal status as handwritten signatures. eSignly's platform is fully compliant with these laws, ensuring your financial agreements are legally enforceable.
Security is our top priority. We employ multiple layers of protection, including AES 256-bit encryption for documents at rest and in transit, robust access controls, and secure data centers. Our platform is also SOC 2 Type II certified, which attests to our high standards for security, availability, and confidentiality.
Absolutely. Our powerful REST API is designed for seamless integration with a wide range of financial software, including CRMs like Salesforce and various Loan Origination Systems. This allows you to create automated, end-to-end workflows, reducing manual data entry and improving efficiency. We also offer pre-built integrations with popular platforms like Zapier.
An audit trail is a comprehensive, time-stamped record of every action taken on a document. It captures who signed, when, and where, along with IP addresses and other key details. This creates a tamper-proof, legally admissible evidence log that is critical for demonstrating compliance with financial regulations and for resolving any potential disputes.
We offer multiple levels of signer authentication to match your risk requirements. Standard verification includes email authentication. For higher-value transactions, we offer multi-factor authentication (MFA) via SMS passcodes. This ensures you have strong evidence linking the signature to the specific individual.
Not at all. We've designed the signing experience to be incredibly simple and intuitive. Clients receive an email, click a link, and are guided through the document step-by-step. There are no apps to download or complex logins required. The process is as easy as opening an email, making it accessible for clients of all technical abilities.
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