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eSigning

Leverage the capabilities of Sign Made Easy to automate the workflows and streamline processes, like loan agreements, account opening or policy documentation.

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Loan and account opening signing app mockup

Loan, account and policy paperwork shouldn't slow the deal down.

Banks, lenders, wealth managers and insurers handle sensitive financial data, strict regulatory obligations and time-critical approvals. A signature process that depends on paper, email chains or disconnected systems creates unnecessary risk and friction for both staff and customers.

100%
real-time tracking on every agreement, from application to close.
01

Paper-based loan & account forms

Physical applications, disclosures and account documents create delays, scanning work and manual follow-up before onboarding can move forward.

02

Regulatory & audit exposure

Financial teams need an airtight, defensible audit trail to meet KYC, AML and other regulatory obligations on every signed document.

03

Multi-party approvals

Underwriters, compliance officers, advisors, brokers and clients can make even simple approval workflows difficult to coordinate.

04

Disconnected records

When signature activity lives outside the business record, teams spend time searching for status and completed agreements.

A BFSI signing workflow built around the problems your teams actually face.

Instead of showcasing every capability, this workflow focuses only on the features that directly solve the biggest banking, financial services and insurance signing problems.

01

Move financial documentation online

Replace printing, scanning and manual handoffs with a consistent digital signing experience for loan agreements, account opening and policy documentation.

Solves
Paper-based loan & account forms Branded Signing Experience
02

Coordinate multi-party approvals

Route documents to clients, advisors, underwriters and compliance teams in the right order, with automatic reminders until every signer completes their step.

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Multi-Signer Workflows Automated Notifications
03

Keep every record connected

Write completed signature activity back into Salesforce automatically, so status and documentation stay tied to the client, account or policy record.

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Automated Write Back Salesforce-Connected Completion
Three problems. One connected signing workflow. Digital financial signing, coordinated approvals and Salesforce-connected completion.
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Built around the BFSI workflows that matter most.

Simplified document signing screen

Upload a document, select a signer, send, reassign and share via email. Sign anywhere, anytime, on any device — no printing or scanning required.

One signing platform. Multiple financial workflows.

Use eSignatures wherever banking, lending or insurance documentation requires a clear signer, a completed agreement and a traceable workflow.

Loan origination & agreements

Send loan applications, disclosures and agreements digitally so borrowers can complete required signatures faster.

Account opening & KYC

Simplify account opening and know-your-customer documentation with a secure, fully-traceable signing experience.

Insurance policy & claims

Manage policy issuance, endorsements and claims documentation with a clear, auditable signing trail.

Wealth & advisory agreements

Support advisory agreements and other signature-dependent workflows throughout the client relationship.

Vendor & third-party risk

Coordinate signatures across vendors, partners and third-party risk assessments with full visibility.

Staff & broker onboarding

Coordinate signatures across staff, brokers, agents and other financial partners.

Financial signatures need more than a signature box.

Banks, lenders and insurers need confidence around how signing transactions are handled, protected and documented across every client relationship.

Explore Security & Compliance
SOC 2 compliance badge

Give security and IT teams greater visibility into the controls surrounding your signing workflows and client information.

Supports secure document signing workflows for financial organizations that work with healthcare partners and protected health information.

Gives international clients and partners confidence that signing data is handled in line with applicable data-protection requirements.

Helping a financial services and insurance provider simplify complex documents with smart conditional fields.

Overview

About the firm

An insurance and financial services provider regularly collects detailed customer information through digital documents. As its workflows grew more complex, showing every field to every user made forms unnecessarily long and difficult to complete. The team needed documents that could adapt to individual answers.

The Challenge

Too many fields. Too much manual checking.

Static documents displayed fields regardless of whether they were relevant. Different insurance scenarios required different questions, but the same document could not automatically respond to customer selections.

  • Irrelevant fields created longer, more confusing forms.
  • Checkboxes, dropdowns and numeric responses required different follow-up information.
  • Manual checking increased the risk of missing or unnecessary entries.
  • Maintaining separate document versions for every scenario was inefficient.
The Solution

Documents that respond to every answer.

Sign Made Easy introduced configurable conditional fields using IF–THEN rules. Trigger fields determine how target fields behave, helping each signer see the information relevant to their responses.

  • Show, hide, enable or disable fields based on user input.
  • Apply rules to text, text area, number, dropdown, checkbox and radio-button fields.
  • Configure reusable rules within document templates.
  • Support different insurance workflows without creating a separate template for every scenario.
The Benefits

Less clutter. Smarter document completion.

100%Dynamic field behavior based on user input.
80%Time saved on manual field checking.
95%Faster document completion experience.
Read the full success story

Choose an eSignature workflow that fits your Salesforce environment.

Financial teams should not have to choose between a simple signing experience and operational visibility. Compare Sign Made Easy with alternative approaches and see how the workflows differ.

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Financial services signing workflow mockup

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