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CHALLENGE
- Creation of documents and agreements is complicated and error prone
- Documents and agreements need to use electronic signatures
- Customers don’t want paper documents or records
SOLUTION
- Automated document generation with data from back end systems
- Documents and agreements can support branch based digital signatures on tablet
- Automatic generation of document of record and client copy
RESULT
- Platform for use by multiple banking groups
- Improved customer experience with simplified digital signing
- Data integration ensures accurate, up-to-date documents
