Send Finance Agreements Digitally, Allow Borrowers To Sign On Any Device With A Few Clicks

Our platform easily integrates with your existing LMS, CRM, or other financial software, allowing you to experience the speed and efficiency of secured document signing. See how it can improve your document processes today!

Digital Signing Solutions for Every Financial Sector

Retail & Business Banking

Accelerate loan applications and account openings. From personal loans to business credit agreements, empower your clients to sign securely from their smartphones, tablets, or computers, eliminating the need for in-person visits and reducing processing times.

Lending & Finance

Streamline the entire lending journey. Whether it’s car finance, mortgages, or personal loans, enable borrowers to sign agreements, disclosures, and privacy statements digitally. This speeds up approval processes, enhances the customer experience, and provides a secure, legally-binding audit trail.

Wealth Management

Onboard new clients and manage existing relationships with ease by using digital signatures for investment mandates, advisory agreements, and portfolio reviews. Ensure every document is legally compliant and securely stored, giving both you and your clients peace of mind.

Brokers

Centralize your signing process and close deals faster. Brokers can now send a wide range of documents—from client mandates to loan agreements—for digital signing. This reduces administrative hassle, ensures document integrity, and allows you to serve more clients efficiently, regardless of their location.

Financial Advisors

Modernize your advisory practice. Get client agreements, financial plans, and risk disclosures signed digitally and securely. This not only offers a convenient and professional experience but also ensures that all signed documents are tamper-proof and easily accessible, helping you meet compliance obligations effortlessly.

Investment Management

Enhance security and efficiency for sensitive documents. Securely manage the signing of investor applications, fund subscription agreements, and shareholder forms. Our solution provides an ironclad digital audit trail, ensuring every transaction is transparent and legally sound, which is essential for maintaining investor trust.

Secured Signing offers seamless integration with various systems that are commonly used in finance organizations. This allows businesses to streamline their digital signing processes by connecting Secured Signing with the platforms they already rely on for day-to-day operations.

Using advanced features that make your life easy

Top Reasons Financial Firms Choose Secured Signing

Frictionless Client Experience

Clients can sign documents on any device, from anywhere, without needing a printer or scanner. This convenience improves satisfaction and builds your brand reputation.

Secure and Legally Binding

Our digital signatures use Public Key Infrastructure (PKI) to create a unique, tamper-proof digital fingerprint on every document, ensuring it is legally enforceable and compliant with industry regulations.
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Seamless Integration

Our platform easily integrates with your existing Loan Management System (LMS), CRM, or other financial software, creating a smooth, end-to-end digital workflow and automatically saving documents to the right client records.

Enhanced Compliance

Features like Video Confirmation, detailed audit trails, and time stamps help you easily verify who signed documents, assisting you in meeting strict AML and KYC requirements.

Trusted Features for the Finance Industry

Transform your financial workflows with Secured Signing. Our platform is packed with powerful features designed to meet the unique needs of the finance industry. Here are just a few that financial organizations rely on every day.

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Face To Face Signing

Get documents signed digitally when meeting in person.

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Video Signing

Secure digital signatures with PKI encryption in real-time video calls to verify identities and prevent document changes.

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Smart Tags

Automates document creation, streamlining the invitation process.

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Video Confirmation

Get solid proof of who signed your document by recording a short video of the signer confirming their identity.

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ID Verification

Authenticate signers with biometric facial recognition for secure document access.

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Edit Signing Process

Edit documents even after they have been sent out for signature, allowing them to correct mistakes or make necessary changes.

Don't just take our word from it, check out what our customers had to say!

Free Webinar: Digital Signing For Finance

Learn how to get documents and contracts signed safely and securely online. We’ll show you how unique features like video confirmation, two-factor authentication, and document negotiation can keep your business running smoothly no matter where you or your clients are.

Streamline Your Document Processes with Secured Signing’s Digital Signatures

To see exactly how our digital signing solution works and to get a custom quote to turn your offline documents into digitally savvy ones simply fill out the form and one of our team will be in touch.