TELUS

Instant Software

Constellation Financing Systems

Novex

Securefact

White Clarke

eOriginal

Financial Services

Form Creation

Transform static documents into interactive web-based, smart forms, which reduce errors and assist in data collection.

Contract Management

Assume complete control over the contract process with Agreement Manager and its comprehensive toolset.

Signatures

We evolved our PKI-based digital signature into the interactive agreement sphere while maintaining its security and flexibility.

Electronic Client Forms
Automate your client documentation process by converting your standard paper documents (new account opening form, change of beneficiary, KYC, etc.) into intelligent e-forms. Recombo's Agreement Express interactive agreements have built-in smart functionality and help you;Automate your client documentation process by converting your standard paper documents (new account opening form, change of beneficiary, KYC, etc.) into intelligent e-forms. Agreement Express' interactive agreements have built-in smart functionality and help you;

Enhance Overall Business Processes

• Reduce manual data entry by integrating Agreement Express with CRM or back office systems


• Prevent incomplete or illegible documents with mandatory form fields


• Improve customer service by allowing forms (that require a signature) to be completed online

Reduce Risk and Fraudulent Applications

• Eliminate fraud with ID verification, credit checks, income verification, or entity validation

Legal, Auditable and Secure

Agreement Express is your complete compliance solution for client documentation workflow including; document preparation, electronic delivery, signing, tracking, posting, filing and storage. Agreement Express' eforms and interactive agreements simplify the process and reduce paper documents and administrative costs while providing an auditable, legal digital signature solution the financial services industry can bank on.