Financial institutions - Negotiate transactions remotely

Financial institutions have one distinct advantage. Their products are intangible and can thus be easily provided "remotely". However, arranging a product 'remotely' used to be difficult, requiring the building of expensive branches or external sales networks. Only the computerisation of legal transactions is breaking down this barrier.

Who uses Signi

• Accolade, Alza, LMC, Multisport, Nova, Porr, Rohlík
• Why it makes sense to do real estate business digitally - RE/MAX (CZ)
• How we use Signi at Driveto
• How Signi is used in Greenlogy (CZ)

Benefits of electronic legal transactions for financial institutions 

1. Increased sales force performance - Closing deals faster, fewer lost deals, advisors or brokers focusing on sales and not spending time on administration.
2. Online campaigns including deal closing - For suitable financial products such as bonds, customers can not only be found online, but can also close the deal straight away. Wherever they are. At that moment when "he wants to solve it".
3. Closing deals with customers "anywhere" - The ability to identify customers down to AML Act requirements as well as sign remotely removes the geographical barrier to your ambitions.
4. Reduce costs with "paperless" administration - No more printing, mailing, scanning, storing paper documents.

Examples of use

Remote identification up to the level of AML requirements 

Are you one of the "AML mandatory" and need to identify to its requirements before closing a deal? Or do you "just" want to be more certain that the signer is really him? Advanced verification of the identity of the signatories - e.g. via BankID services or various combinations of selfie with live test, documents, micropayments, etc. may be useful.

Recording or photographing documents as part of advanced authentication

All documents signed in one set - sent remotely or created directly during the meeting with the client

Signi allows you to send a full set of documents to the customer for signature, a contract for both parties to sign, GTC for approval only, GDPR for the customer's unilateral signature, profiles of financial products sold for approval or note, etc.

Customer sent all necessary documents to close the deal in one set.

Online campaigns with closing the deal

It's great when marketers run an effective campaign where it gets potential customers to your website and they enter contact information there. What if customers could also sign documents right on the site and close the deal fully online - completely on their own or with minimal support from a salesperson?

Campaigns with an online closing, the customer fills in the details on the website alone or together with the trader, signs the necessary documents on the website or receives them by email.

Sending documents for signature directly from integrated business systems 

In many cases, it is most efficient when merchants can send out the necessary documents directly from their trading system. This way, they stay in their most important application and handle "everything" in it. See Signi partner solutions for more.

Odeslání dokumentů k podpisu přímo z obchodního

Bank Identity - BankID & Signi as an opportunity for businesses 

Signature and eventual identification secured by Czech banks - a signature with a high degree of legal certainty, yet easily accessible to all those who routinely use internet banking. You do not need to do anything complicated to use BankID, just set up an account on Signi.

Long-term archiving of electronic documents

In a paper world, not all documents are created equal. A receipt from the candy store is thrown away, invoices or delivery notes from ten years ago are kept in drawers or in the basement, and some documents are stored in special warehouses with security, flood protection and strict fire protection measures.

Similarly, different requirements are placed on the long-term archiving of electronic documents. It is necessary to ensure that a PDF document can be read even after 30 years and to be sure that no one has changed it in that time and that the author of the document is the right one. This is ensured by so-called electronic archives. One such archive is available in Signi.

Need more information? 

• Legal aspects of electronic identification, signing and archiving
• Use Signi as a stand-alone application, in partner solutions or in connection with your systems.
• Remote Identification
• Signi and Bank Identity - BankID
• Signature types in Signi
• Signi in HR
• Long-term archiving of electronic documents in Signi

What next? Let's do it!

Get started now - Create an account in Signi and start sending your first documents for signature. For detailed instructions on how to get started, see Getting Started with Signi. The first three signatures are free, so you can try the app without obligation.    
Contact us now at sales@signi.com.
Let's schedule a video call together - We'd be happy to demonstrate Signi and how to manage and sign business documents. Choose the date that works best for you.