FinServ customers expect more. They want digital “paperwork” and a frictionless experience that’s fast and easy. Make doing business with your organization simple and painless. Offer a secure, mobile-friendly agreement process that captures and shares sensitive documents digitally.
Modernize your agreements to automate processes, accelerate turnaround times and digitize key financial documents.
With Docudash, you can:
Automate and digitize every transaction that involves an agreement to easily and accurately capture customer information.
Make data-driven decisions quickly. Use AI-based contract analytics to extract insights from your agreements.
Maintain a digital audit trail of all agreements with a tamper-evident certificate to ensure compliance with regulations like KYC/AML.
Prepare, sign, act on and manage your agreements with Docudash. You can use our suite of products, our 400+ integrations and our award-winning APIs to speed up transactions, streamline processes and deliver an amazing customer experience–all while maintaining security and compliance. Featured products include:
Securely and electronically send and sign new account, servicing, lending forms and more. Maintain a complete audit trail for every agreement.
Manage the full agreement lifecycle from automated generation to real-time negotiation, and storage and search, for complex contracts like ISDA master agreements.
Verify your signer’s identity for sensitive agreements such as new account openings and loan closings with ID verification, SMS Authentication or Knowledge-Based Authentication.
Securely conduct remote online notarizations for establishing trusts, executing powers of attorney and more with Docudash Notary.
Intelligently uncover risks and opportunities across your agreements with AI-powered contract execution and analytics capabilities.
Capture consent for standard agreement terms with a single click.
Learn how Santander UK’s commercial and corporate services were transformed with Docudash to efficiently provide financial services products to its customers.
Learn how Docudash is helping Finemark onboard clients with one click and saving 75% of the prep time for trust documents.
Learn how this leading communications provider’s legal department reduced contract turnarounds from months to just one day, and realized a 90% savings on courier services.
Learn how Docudash is helping financial services organizations create permanent process improvements via digitization.
Learn how Docudash Insight provides powerful AI analysis of agreements to help you uncover organizational risks, obligations and opportunities.
Learn how to improve efficiencies and streamline workflows with Docudash.
