Financial institutions that rely on manual and paper-based process such as printed forms and in-branch ID checks risk losing frustrated customers and falling foul of compliance and security standards.
This whitepaper discusses insights and best practices for financial institutions looking to transform identity verification and document signing processes to improve compliance, eliminate human error, and reduce the risk of fraud.
Highlights
How to improve the customer experience with a seamless digital process.
Steps to remove the risks inherent in manual agreement processes.
Why manual ID document checks cause friction and increase abandonment.
How to turn long complex modernization into mobile-ready intelligent forms.
The value of video agreement signing to re-create the power of a face-to-face meetings.
Top technology to utilize, including e-signature, smart digital forms, ID verification and authentication, videoconferencing, co-browsing, and audit trail capture.
