E-Signature Automation for Firms of All Sizes

By: Brett Mendenhall, Director, Insurance Solutions, CIC

Today’s electronic signature solutions have become an affordable and easy to integrate option that can drive tremendous cost savings at firms of all sizes. Gone are the days when straight through processing (STP) systems were the exclusive domain of elite wire houses and other firms with large budgets.

Until recently, smaller firms were limited to manual esignature systems (where agents have to upload documents, insert signer information, place form and signature fields, compose emails, etc.) from a number of new vendors offering monthly subscriptions to their cloud services. This one-size-fits-all approach, available solely in the cloud and with limited esignature method options and no customization to meet workflow requirements, cannot fully meet small firm needs and limits the available benefits from a more sophisticated esignature solution.

To secure a more flexible and powerful solution without “breaking the bank,” many smaller firms have turned their attention to Communication Intelligence Corporation (CIC), a global esignature pioneer whose SignatureOne Ceremony® Server STP esignature solution is processing hundreds of millions of annual transactions for tier 1 financial services firms. Products and services available under CIC’s iSign® brand, can allow even small broker-dealers to benefit from the increased ease of processing, improved agent and client experience and greater cost savings afforded by a fully automated STP esignature solution. Moreover, these solutions are available both for on-premise deployment or hosted by CIC in the cloud (allowing firms to start in the cloud, scale up to on-premise solutions and seamlessly add functionality as their needs change over time), and include mobile, face-to-face, authentication, form filling and other functions that meet diverse regulatory and compliance requirements and can be integrated via API with any software solution on any system.

With the cutting-edge technologies available today, why should smaller firms not enjoy the same advantages large wire houses do? With solutions like CIC’s iSign® product suite a wide range of highly secure, flexible and easy to integrate options are available to companies of any size.

For more information on CIC’s SignatureOne® Ceremony® Server and iSign® suite of products and services, please contact Brett Mendenhall, Director, Insurance Solutions (1.650.802.7730 | bmendenhall@cic.com) or Katherine Dease, VP, Product Management (1.650.802.7833 | kdease@cic.com).