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Electronic Signature for Secure and Efficient Banking Transactions

Use BoldSign for faster, paperless, and customer-centric banking transactions.

banking transactions
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Why BoldSign for Banking?

Whether you’re onboarding new customers, processing loans, or handling accounts, BoldSign is your trusted partner. We’re committed to ensuring a seamless, swift experience for your signature needs, allowing you to elevate customer satisfaction and operational efficiency.

Easily use digital signatures for joint accounts, beneficiaries, and other complex situations, making transactions smoother for multiple account holders.
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Access banking templates for faster document creation in areas like account openings, loans, credit card requests, and account maintenance.
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Employ strong authentication techniques to confirm signers’ identities and safeguard data integrity, reinforcing security and trust in your processes.
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Seamlessly integrate eSigning into your online banking platform, offering a seamless experience within your familiar digital banking environment.
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Maintain a consistent and branded customer journey with customizable eSignature interfaces, reinforcing your bank’s identity and professionalism.
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Offer secure mobile banking with cross-device eSigning, ensuring customers can access banking services anytime, anywhere, on desktops, tablets, and smartphones.
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Simplify the customer experience with no need for customers to create an account to sign documents, reducing friction and ensuring hassle-free transactions.
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Stay updated with the status of contracts with real-time progress notifications. Improve transparency and compliance and deliver prompt follow-ups in your banking operations.
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BoldSign prioritizes data security and complies with industry standards, such as FINRA, to safeguard your sensitive information.
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BoldSign creates detailed audit trails for financial documents, recording views, signatures, and approvals to meet audit and compliance needs.
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Streamline complex banking eSignatures for a better customer experience with an intuitive, user-friendly interface that boosts efficiency and reduces errors.
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BoldSign can prove highly advantageous in numerous scenarios within the banking sector.
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Multi-Account Holder Support

Easily use digital signatures for joint accounts, beneficiaries, and other complex situations, making transactions smoother for multiple account holders.

Templates

Access banking templates for faster document creation in areas like account openings, loans, credit card requests, and account maintenance.

Secure Authentication

Employ strong authentication techniques to confirm signers’ identities and safeguard data integrity, reinforcing security and trust in your processes.

Embedded Signing

Seamlessly integrate eSigning into your online banking platform, offering a seamless experience within your familiar digital banking environment.

multisignature support
templates
secure authentication
embedded signing
custom branding
no signer account needed

Custom Branding

Maintain a consistent and branded customer journey with customizable eSignature interfaces, reinforcing your bank’s identity and professionalism.

Mobile Accessibility

Offer secure mobile banking with cross-device eSigning, ensuring customers can access banking services anytime, anywhere, on desktops, tablets, and smartphones.

No Signer Account Needed

Simplify the customer experience with no need for customers to create an account to sign documents, reducing friction and ensuring hassle-free transactions.

Real-Time Contract Signing Notifications

Stay updated with the status of contracts with real-time progress notifications. Improve transparency and compliance and deliver prompt follow-ups in your banking operations.

Security and Compliance

We take legality seriously. BoldSign is certified with SOC 2®, GDPR, HIPAA, and PCI DSS compliant. Your security and legal peace of mind is our priorities

Audit Trail

BoldSign creates detailed audit trails for financial documents, recording views, signatures, and approvals to meet audit and compliance needs.

User-Friendly Interface

Streamline complex banking eSignatures for a better customer experience with an intuitive, user-friendly interface that boosts efficiency and reduces errors.

Scalability

BoldSign can prove highly advantageous in numerous scenarios within the banking sector.

user friendly interface
scalability

Get your banking document signed in just a few clicks

In the ever-evolving banking landscape, BoldSign streamlines banking with secure eSignatures for efficiency, compliance, and customer satisfaction.
Get your Banking Document signed in just a few clicks

Where to Use BoldSign in Banking Operations

BoldSign can prove highly advantageous in numerous scenarios within the banking sector.

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Account Opening

Digitize and expedite the account opening process by allowing customers to sign required documents online.

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Loan Origination

Simplify loan application and approval processes with digital signatures, reducing paperwork and processing time.

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Account Changes

Streamline account management by enabling customers to sign off on changes to account details, beneficiaries, and account types.

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Wire Transfers

Securely authorize and document wire transfers with digital signatures for compliance and audit purposes.

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Credit Card Applications

Digitize credit card applications, approvals, and disclosures, providing a faster and more convenient customer experience.

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Mortgage Processing

Streamline mortgage origination and approvals with digital signatures, enhancing efficiency and customer satisfaction.

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Compliance Documents

Easily manage compliance forms, disclosures, and agreements with digital signatures, reducing manual paperwork.

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Investment Transactions

Facilitate investment transactions and authorizations with digital signatures.