Process application and loans quickly with the DocuSign connector to Temenos.

The DocuSign connector within Temenos Infinity allows documents generated in Temenos modules to be seamlessly transmitted to DocuSign for distribution and signature.

The DocuSign connector allows you to seamlessly transfer documents from Temenos to DocuSign for electronic signature using their standard “envelope” concept. DocuSign tracks all signature capabilities, as well as automatically distributes any necessary reminders and expiration notifications. During the document lifecycle DocuSign sends the updated and completed status back to Temenos and the documents are stored within Temenos Infinity or the archiving sytem for future refrence. 

Key Features

  • Seamless integration – The DocuSign connector is integrated into the Temenos Inifity Origination modules. This allows for our customers to transfer documents seamlessly from Temenos to DocuSign for signtatures.
  • Identify Signers – The DocuSign connector allows a financial institution representative to easily identify appropriate signers and reviewers within the platform.
  • Security & Signature Verification ­– The identity of a signer can be verified using the optional ID check feature. This feature presents six security questions to a signer before gaining access to the document.Convenience – Using the DocuSign connector provides additional convenience not only to the financial institution but also potential applicants by removing the burden of visiting the branch to finalize an account or loan.
  • Convenience – Using the DocuSign connector provides additional convenience not only to the financial institution but also potential applicants by removing the burden of visiting the branch to finalize an account or loan.

Resources

https://www.temenos.com/globalassets/productsuites/lifecycle-management-...

Got Questions?

Customers who need additional support installing the connector can launch a support case in the Temenos Client Portal or contact their Temenos rep.

About the partner 

Temenos is headquartered in Geneva, is the world leader in banking software, partnering with banks and other financial institutions to transform their businesses and stay ahead of a changing marketplace. Over 3,000 firms across the globe, including 41 of the top 50 banks, rely on Temenos to process both the daily transactions and client interactions of more than 500 million banking customers. Temenos offers cloud-native, cloud-agnostic front office and core banking, payments, fund management and wealth management software products enabling banks to deliver consistent, frictionless customer journeys and gain operational excellence.

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