Skip to content
Remote onboarding for Financial organisations

Financial organisations Use Videosign for Remote Onboarding of Clients

How do you handle the onboarding of new clients in a remote-first business setting?

This can be challenging for financial organisations when many employees are operating on a flexible hybrid working schedule.

The onboarding of new clients remotely can be beneficial for financial institutions, not only in terms of the ease and efficiency of online access but also in how you engage with clients to maintain the personal touch we were all used to before the pandemic.

Videosign bridges this gap by

  • combining Id & Verification, Video conferencing, document access and signing all in the same tool, and only a click away,
  • collecting digital evidence and video e-witness of the documents read and signed,
  • integrating Videosign with your back office and CRM to improve work process efficiency.
  • Videosign is accessible through an internet browser, with no need for you or the client to download software.

To find out more, or to request a demo, contact us at enquiries@videosign.co