RFP guide for account opening,
digital lending and leasing automation

Financial Agreement Automation

Financial Agreement Automation

Digitize your customer agreement process for financial transactions

Trillions of dollars in financial transactions are processed each year. These include credit agreements, loans, new account openings, mortgages, pensions and annuities. 

Today’s customer is looking for speed, ease and convenience. To meet these demands, financial institutions must offer fully digital experiences.

This guide is for financial institutions evaluating technology for agreement automation.

Agreement automation refers to the digitization of the customer agreement process for financial transactions with key technologies such as application data validation, digital identity verification, e-signature, secure storage, and audit trail capture. 

This guide will assist you in:

  • Determining your agreement automation requirements
  • Defining stakeholder roles in the RFP process
  • Evaluating technology providers (+120 sample RFP questions provided)
  • Comparing end-to-end and standalone solutions

About OneSpan

OneSpan enables financial institutions and other organizations to succeed by making bold advances in their digital transformation. We do this by establishing trust in people’s identities, the devices they use, and the transactions that shape their lives. Learn more at www.onespan.com.

More than half of the world’s top 100 global banks trust OneSpan to keep their customers and transactions safe, including: