The banking enrollment experience
is made easy with Adobe
Document Cloud.
Give your customers the best enrollment experience by
transforming existing process into 100% digital experiences with
Adobe Document Cloud.
The banking enrollment experience
is made easy with Adobe
Document Cloud.
Give your customers the best enrollment experience by transforming existing process into 100% digital experiences with Adobe Document Cloud.
Easy
Let your customers complete online applications and sign electronically from any device, wherever they are.
Efficient
Process new account requests, credit card applications, and pre-approvals in minutes, not days.
Connected
Integrations and APIs, including integrations to the Microsoft application portfolio, allow you to seamlessly work with the systems you’re already using.
Compliant
We have you covered. Move forward confidently knowing that application processes are secure, legally binding, and compliant.
Identity verification with remote convenience.
With Adobe Sign, it’s easy to prove signer’s identities and authenticate your customers by choosing the best option for your needs. Standard e-signature requests are emailed to a person’s address and contain a unique link to the document. The process is tracked securely and recorded in an audit trail.
Enhanced e-signatures prompt the signer to verify their identity before a document can be opened, using a password, social ID, phone PIN or other method of authentication. Digital signatures use a certificate based digital ID and PIN for signing. Plus, signers can verify their identity using standard government IDs like a driver’s license or passport — all in a seamless digital experience that accelerates processing even more.
Identity verification with remote convenience.
With Adobe Sign, it’s easy to prove signer’s identities and authenticate your customers by choosing the best option for your needs. Standard e-signature requests are emailed to a person’s address and contain a unique link to the document. The process is tracked securely and recorded in an audit trail.
Enhanced e-signatures prompt the signer to verify their identity before a document can be opened, using a password, social ID, phone PIN or other method of authentication. Digital signatures use a certificate based digital ID and PIN for signing. Plus, signers can verify their identity using standard government IDs like a driver’s license or passport — all in a seamless digital experience that accelerates processing even more.
Learn how our customers are delivering a fully digital enrollment experience.
Offering a better banking experience.
Nearly one-third of banks are still in the early stages of a digital transformation. This guide outlines the steps financial institutions can take to turn outdated enrollment processes into faster approvals and happier customers.
With Adobe, your enrollment experiences will check all the right boxes. Digitally, of course.
Apply and sign from any device for increased conversion rates.
- Offer 100% digital sign-up processes, including automated forms, seamless government identity verification, and secure and trusted e-signatures.
- Give your applicants the ability to fill, sign, and send applications and documents from any device.
- Deliver a fully branded experience during the entire enrollment process.
Process applications faster for maximum efficiency.
- Gain visibility of document status throughout enrollment processes.
- Visually create automated workflows that route documents in any sequence.
- Map data from forms to back-end systems, eliminating duplicate data entry.
Work from the systems you’re already using.
- Use pre-built integrations for Microsoft 365, Dynamics 365, SharePoint, Salesforce and more to connect your enrollment processes to your systems of record.
- Integrate with proprietary business systems and company websites using robust REST APIs.
- Utilize a centralized template library for applications and forms to ensure standardization.
Secure, legally binding, and compliant enrollment experiences.
- Be assured electronic signatures are secure, legally valid and enforceable.
- Meet the most demanding requirements and comply with e-signature laws around the world.
- Offer easy-to-use, high-assurance digital IDs that are internationally compliant.
- Automatically store a complete audit trail of every transaction in a secure online repository.
Ready for end-to-end digital processes?
No matter where you are in your journey, take the next step with Adobe Document Cloud.