By OneSpan - Financial Agreement Automation: an RFP Guide

Trillions of dollars in financial agreements are processed each year. This includes credit agreements, loan/lease agreements, new account openings, mortgages, pensions and annuities. Despite the rise of digital adoption within consumer industries, the majority of these financial agreements still rely on manual, semi-manual or disjointed paper processes. Today’s financial services customer is looking for speed, ease and convenience – whether online, mobile, through an intermediary, or in-branch. Innovative financial service companies looking to win new customers and increase customer loyalty are turning to technology to help improve the customer experience, without compromising on risk. Automating the agreement process in today’s digital world not only involves digitizing how agreements are prepared, signed and managed, but also how customers involved in the agreement process are verified and authenticated. The guide contains information about what technology to consider when looking for an agreement automation solution, what functionality to consider, and which stakeholders to involve in the process. Click Here to Download the RFP Guide.