Don't allow paperwork to slow
down your deal

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Banks and financial firms can streamline processes with effyDoc

The new way of Banking

The banking and finance industry deals with large amount of documentation and approvals processes. All these institutions also employ a sizeable number of staff at their back office to manage all this. There is an urgent need to simplify this soon. By 2020, majority of signature transactions are expected to be originated from a mobile device which means there is a need of a document management system with capability of signature and with great security. effydoc does all this and more

Features and Benefits

Humanise the process
How about a document which has someone explaining the key summary? Or a document which greets you and walks you through the pages. Humanise your document and create a lasting personalized impression with your clients.

Replace old paper based process
Electronic signature lets banking and financial services firms process paperwork completely online and take their attention off paperwork and operational tasks. It helps to focus on identifying new opportunities and serving clients better.

Delight clients and build relationship
Electronic signature ensures paperwork is processed faster, letting clients sign documents from anywhere, anytime and on any device. It also speeds up transactions and ensures a smooth experience.

Secure your document & esignature
Secure your documents by blocking mail forwards or by setting a link expiry. Our secured Electronic signature system allows only the actual signer to sign the document and enables you to maintain audit trails of all your signed agreements. It gives the signer access to all their signed documents even if they are not an effydoc client.

Help your sales team sell more
Set your sales team free from all administrative tasks like Document management and approval process. An automated system can reduce their turnaround time and help them devote more time on what they are best at – Selling. And a humanized document tool also helps them improve their client buying experience which can bring in more references.

Use Cases

effydoc helps Banking and Finance organisations in managing the following
  • Transfer of assets
  • New account opening
  • Account change/maintenance forms
  • Change of address forms
  • Change of beneficiary forms
  • Delegations of authority
  • Trade confirmations
  • Retainer contracts
  • Term sheets
  • Loan applications
  • Mortgage Application
  • Audit sign off
  • Disclosures
  • Credit reports
  • Compliance processes
  • Subscription documents
  • Redemption requests
  • Account maintenance
effySales comprises of effyDoc, effyVideo, effyCoach , effyFAQ, effyTracker & effyKPI
A product by effybiz Inc.