Electronic Signatures for Banks and Insurance

Connect personal advice with remote signing and traceable digital document processes.

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Overview

In-person hardware, signature software and integration can be combined around the customer journey.

Use Cases

Typical Scenarios in Financial Services

Bridging branch consultation and remote digital contracts:

Account opening and loan agreements with biometric signing at the counter
Insurance policies, advisory protocols, and claims documentation
Remote qualified signing (AES/QES) for mobile advisors and home clients
Strict KYC, AML, and eIDAS compliance with audit-proof verification

Personal advice

Present documents transparently at the counter or consultation desk.

Signature pad
Identity functions
Controlled handover

Continue remotely

Customers can complete suitable documents away from the branch.

Guided invitation
Appropriate signature level
Status overview

Connect systems

DE-CODA aligns devices and signature functions with the system landscape.

API and integration
Role-based workflows
Rollout support

Banks: onboarding and loan agreements in branch

Account openings, banking and loan agreements are signed biometrically at the advisory desk, reducing manual effort, shortening processing times and preventing fraud through additional authentication.

Digital customer onboarding
Paperless loan agreements
Multi-factor authentication

Insurers: policies and claims approvals

Customers sign policy applications and claims approvals directly on the signature pad – paperless, with eIDAS-compliant archiving and integrated checks.

Policies concluded on site
Faster claims approvals
eIDAS-compliant archiving

Assess your requirements

Discuss both digital and in-person customer processes.

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