MSB Docs for Banking

Streamline the process of opening an account, approving a loan, and completing financial transactions by collecting signatures & data from a single, secure platform.

Request a Demo

25X

Document Turnaround Times

58%

Increase in customer acquisition

64%

Increase in operational efficiency

Collect documents and eSignatures securely & instantly

Complete your customers’ loan package quickly and easily by picking up signed or missing documents directly from any preferred device.

Collect documents and eSignatures securely & instantly

Complete your customers’ loan package quickly and easily by picking up signed or missing documents directly from any preferred device.

1
2
3
4

A frictionless experience that's fast and easy

Capture customer information quickly and accurately by automating and digitizing every agreement.

Ensure that modern banking customers receive fast, efficient service by giving them a better customer experience.
Integrating Smart Automation eliminates the possibility of error and fraud and ensures greater data accuracy.
Maintain an audit trail of all e-signature activities and identity verification and authentication activities on the go.
Boost security & compliance with tamper-proof storage, multi-factor authentication, detailed audit trails, and more.

Eliminate the need for manual document handling & processing

Sign insurance policy documents anytime, anywhere, without having to visit a bank physically, thereby reducing the time & resources required to sign.

Eliminate the need for manual document handling & processing

Sign insurance policy documents anytime, anywhere, without having to visit a bank physically, thereby reducing the time & resources required to sign.

1
2
3

Use cases

Banking companies use MSB docs to sign documents, approvals, and agreements, including:

New account opening
New customer onboarding
New Credit Card application
Loan applications
Account maintenance
Transfer of Assets
Mortgage applications
Disclosures
Checking/savings accounts
Proof of identity
Consent forms
eKYC
Loan/mortgage applications
eConsent

Streamline your banking processes and allow your agents to sell more

Save annual costs on paper stacks & processes

Eliminate the need for paper-based processes, mailing costs, and manual data entry that accelerate faster loan approvals.

Secure delicate banking information

Maintain all the documents and records in a secure cloud service with advanced file encryption and two-factor authentication.

Speed and Accuracy in banking processes

Deploy eSignature solutions faster with the pre-built integrations, and capture customer data & consent explicitly the first time.

Remotely verify identities in a few clicks

Automating new digital customer onboarding reduces fraudulent enrolments by positively identifying qualified applicants.

Advanced security and compliance

MSB follows GxP guidelines and regulations, is FIPS 140-2 compliant, and holds EU-US Privacy Shield & SSAE 16 as privacy & security certifications.

Simplify internal processes with automation

From collecting document signatures to creating contracts to routing information, automate financial documents for loan agreements.

Security and Regulatory Compliance

We make sure that your documents are signed, shared, and saved with several levels of security.

Securely sign and approve documents with e-Signatures

Request A Demo