Insights for LeadersThe Impact of NACHA’s WEB Debit Account Validation RuleNACHA has strengthened their fraud prevention requirements by establishing a new rule, the “WEB Debit Account Validation Rule."Manas Baba
Insights for LeadersDigitizing Agreements in Financial ServicesHighlights for Financial Services organizations from Momentum 2021.
API SuccessOptionsSwing educates investors by starting with a single clickAdopting Docusign Click for terms and conditions enabled this financial educator to streamline and validate new member signups.Tony Mann
Insights for LeadersSantander UK’s Digital Onboarding and Loan Fulfillment Rivals Digital-First BanksNo one said digital transformation would be easy, but overhauling more than a decade of inefficient manual processes in banking is an extraordinary feat.
Insights for LeadersFive Best Practices for Digitizing Customer OnboardingDigitizing the customer onboarding process can help drive competitive advantage in banking.
Insights for LeadersImproving Small Business Loan Applications with DocusignDigital infrastructure can connect the processes and documents involved in small business loan processing, for faster and more efficient submissions.
Insights for LeadersWhy KYC Compliance Doesn’t Have to Ruin the Customer ExperienceSimplifiy three key aspects of KYC without requiring customers to leave the digital signing and agreement process when they open a new account.
