We've been helping financial services streamline their signing processes for years.
By using SIGNiX's FINRA/SEC-compliant digital signatures for the financial industry, you can answer the challenges of today's economy — the need to control costs, consolidate operations and manage global operations — all while adapting to new technologies and extending operations to the Internet.
Leading wealth management firms such as The Hartford, AIG, Transamerica, Allstate, Sterne Agee, Raymond James/Morgan Keegan and Legend Group have chosen SIGNiX to get assets under management faster and improve client experiences.
Use Cases for Wealth Management
New Account Opening
New Advisor Onboarding
Transfer Assets
IRA & 401K Rollovers
Account Change/Maintenance
Transfer Assets
Change of Address Forms
Change of Beneficiary Forms
Contracts
Purchase Orders
New Employee Paperwork
Non-Disclosure Agreements
"We’re serious about protecting our clients’ sensitive documents, and that was a huge factor for us when we were picking an e-signature vendor. SIGNiX’s focus on security and compliance made them a perfect fit for our business." Jacqueline Bos, Chief Compliance Officer at B&C Financial
The SIGNiX Difference
We are more than e-signatures, we are digital signatures. We embed the legal evidence into every single signature that takes place in our platform.
256-bit military grade encryption
Digital certificate with each signature
Authentication data
Transaction ID
Cryptographic hash with each signature
Looking into Remote Online Notarization? We provide every tool you need.
✔️ Digital Certificate ✔️ Live webinar training ✔️ Credential analysis ✔️ Phone/email support ✔️ Integrated video meetings ✔️ Electronic notary journal
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