Secure Banking eSignatures for Faster Digital Transactions
Speed up account openings, loans, and compliance. BoldSign makes every transaction secure, paperless, and effortless for your customers.
- 30-Day Free Trial
- No Credit Card
Why BoldSign for Banking?
From onboarding to loans to daily account operations, BoldSign delivers secure eSignatures that cut delays, boost efficiency, and keep customers happy.
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Handle joint accounts, beneficiaries, and complex cases with ease—making every transaction smoother.
Multi-Account Holder Support -
Save time with ready-to-use banking templates for account openings, loans, credit requests, and more.
Templates -
Protect every transaction with strong signer verification and data safeguards that build customer trust.
Secure Authentication -
Integrate eSigning directly into your digital banking platform for a seamless customer journey.
Embedded Signing
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Deliver a professional, on-brand experience with customizable eSignature interfaces.
Custom Branding -
Let customers sign securely on any device—desktop, tablet, or smartphone—anytime, anywhere.
Mobile Accessibility -
Keep it simple: customers sign without creating an account, reducing friction in every interaction.
No Signer Account Needed -
Track contracts in progress with instant alerts—ensuring transparency, compliance, and quick follow-ups.
Real-Time Signing Notifications
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Rely on BoldSign’s SOC 2, GDPR, HIPAA, and PCI DSS compliance for banking-grade security.
Security and Compliance -
Maintain detailed logs of views, signatures, and approvals to satisfy audit and compliance needs.
Audit Trail -
Simplify complex agreements with an intuitive platform that enhances accuracy and efficiency.
User-Friendly Interface -
Adapt BoldSign to any banking workflow, from individual branches to enterprise-wide operations.
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.
Where to Use BoldSign in Banking Operations
BoldSign can prove highly advantageous in numerous scenarios within the banking sector.
Account Opening
Open accounts faster with online signatures for all required forms. Learn more about account opening.
Loan Origination
Simplify loan applications and approvals with digital signatures. Learn more about loan origination.
Account Changes
Update account details, beneficiaries, or types with quick eSignatures. Learn more about account changes.
Credit Card Applications
Digitize credit card requests, approvals, and disclosures online. Learn more about credit card applications.
Mortgage Processing
Speed up mortgage applications and approvals with secure eSignatures.
Compliance Documents
Manage disclosures and compliance forms easily with digital signatures. Learn more about compliance documents.
Frequently asked questions
Electronic signatures speed up banking processes like account opening, loan origination, and compliance approvals by eliminating manual paperwork while maintaining full legal validity.
Yes. BoldSign eSignatures are legally binding and compliant with ESIGN, UETA, eIDAS, and other global standards—making them fully valid for banking and financial transactions.
Absolutely. BoldSign is SOC 2, HIPAA, GDPR, and PCI DSS compliant. Every transaction is encrypted and logged with a detailed audit trail to meet strict banking regulations.
No. Customers can sign documents instantly without creating an account, ensuring a friction-free and convenient experience.
BoldSign allows customers to securely sign contracts on any device—desktop, tablet, or smartphone—making digital banking accessible anywhere, anytime.
Yes. BoldSign supports multi-account holder transactions, joint account agreements, and beneficiary forms, simplifying even the most complex banking workflows.
BoldSign offers APIs and embedded signing options to integrate eSignatures directly into your online banking systems, ensuring a seamless digital experience for customers.
Banks use BoldSign for account opening forms, loan applications, credit card requests, wire transfers, compliance forms, mortgage agreements, and investment authorizations.
Under the U.S. E-Sign Act, banks must ensure electronic records accurately reflect contract details, remain accessible for the legally required duration, and obtain explicit customer consent before using eSign.
Sign up for your free trial today!
- 30-day free trial
- No credit card required
- 30-day free trial
- No credit card required