In a world defined by the speed and convenience of digital, on-demand services, incumbent banks that rely on manual, paper-based processes are losing business to digital challengers at an alarming rate. While most banks can handle routine customer interactions online, many are still struggling to digitally transform the way business-critical agreements are prepared, signed, acted on, and managed. In financial services, agreements are fundamental to the customer moments that matter—for example, opening an account, securing a loan, or transferring wealth. If you're still asking customers to view tiny PDF forms on a mobile device, it’s time to modernize their experience.
