Use Case - Forms and Digital Signatures

 

 

CHALLENGE

  • Creation of documents and agreements is complicated and error prone
  • Documents and agreements need to use electronic signatures
  • Customers don’t want paper documents or records

SOLUTION

  • Automated document generation with data from back end systems
  • Documents and agreements can support branch based digital signatures on tablet
  • Automatic generation of document of record and client copy

RESULT

  • Platform for use by multiple banking groups
  • Improved customer experience with simplified digital signing
  • Data integration ensures accurate, up-to-date documents

4Point, more than just a service provider; we're your strategic solutions partner helping you navigate your digital journey. From consultation through implementation to ongoing care, our comprehensive approach ensures that your experience with digital document processes is not just efficient, but truly transformative.