This integration enables users to get documents signed in an easy, fast and secure manner by sending electronic signature requests directly from Salesforce via the Account, Contact & Lead objects. Once the document is digitally signed, it will automatically be stored in the Notes and Attachments section of its respective Salesforce object.
Key Benefits:
- Users don't have to navigate outside of Salesforce to use SIGNiX integration
- Speed up business process flows
- Implement and use with ease
- Leverage reusable templates to automate repetitive work
- Assign as many signers as you need (SignatureLine) via the Lightning interface
- Store signed documents securely in the cloud
- Facilitate growth by saving time and resources
Arcus Partners helps financial services companies – including financial advisors, broker-dealers and FCMs – “Digitize How They Work” by gaining instant access and greater value from their mission-critical data which is often locked up in back-office or CRM platforms. The company’s cloud-based digital data management solutions, system integration and Salesforce.com automation services help firms increase operational efficiencies by maximizing the functionality and utilization of their CRM and back-office systems. With more than 30 years of experience in capital markets, securities back-office operations, data aggregation and system integration, Arcus Partners’ Finity360 data management solutions provide financial institutions with a highly agile, scalable and customizable way of gaining maximum business value from their data, systems, documents and operations workflows. For more information, visit https://www.arcuspartners.com.
