Electronic Signatures in Financial Services

Shorten the online sales cycle with e-signatures

Try for free

  • No obligations
  • No payment details
  • No installation required

Close deals faster

signature

Signature in an online environment

edit_square

Electronic signature in a meeting

breaking_news

Elimination of human error

hub

Integration into IT systems

OKdokument in financial services

Electronic signing of financial services contracts reduces the time it takes to conclude a business case from days to hours. The client has documents in their email for signature within seconds of creating them and purchases services from the comfort of their home.

Thanks to the online environment, you have a constant overview of the documents that have not yet been signed by the client. The contractual process and its authorization by the client happens in a single digital channel.

Time savings, better cashflow, legal binding, real-time overview.

How is OKdokument used in financial services?

Customers are going through a simpler, faster and easier to understand process and vendors have the opportunity to close more contracts and achieve better cash flow. 

Request an online signature

counter_1

Generating a contract

counter_2

Sending the application to email

counter_3

Handwritten electronic signature by clients without setting up an account

counter_4

Digital distribution

counter_5

Notification of signature and change of status

Online signing during face-to-face meetings

counter_1

Generation of contract

counter_2

Document submission on a touch screen device

counter_3

Handwritten electronic signature

counter_4

Digital distribution

counter_5

Notification of signature and change of status

Try electronic signing for 14 days for free

SIGN YOUR FIRST DOCUMENT

What documents do financial professionals sign via OKdokument? 

Client's investment strategy Insurance contract Consent to contract by electronic means Protocol for financial service intermediation Portfolio management agreement Retirement pension savings agreement Consumer credit agreement Information on the processing of personal data Information on financial intermediation

Document security

  • A certificate issued on the basis of the European Union Trust List (EUTL) guarantees the validity of every signature in the OKdokument service.
  • Protection against post-signature changes according to art. PAdES standard
  • Compliant with EU eIDAS and GDPR legislation