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Launching secure forms to collect client instructions and KYC information

20th Jan 2017
Brought to you by
mydocusafe logo
MyDocSafe is a secure document management and digital signature platform. It is used primarily by...
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Signing up a new customer takes time: from form filling, contract signing and payment setup, the process can take days and can cause frustration, unnecessary administrative work and even loss of potential clients.  

MyDocSafe can automate these tasks with its newly released workflow automation engine.  A business can easily set up multiple forms and contract templates for various types of services or clients. During a client setup process,  a prospect receives a single email with a link to the entire process which can be tracked by the company.  Once completed, both sides receive copies of signed documents.  Data does not travel unencrypted and is never sent by email. It does not need to be filed.  It is encrypted and securely stored already.

This process is actually repeated every year due to KYC requirements.  Some firms re-issue engagement letters periodically as well.  Automating these processes will have a significant impact on cost, efficiency and ultimately customer satisfaction.

Sign up for a free a demo today:

https://mydocsafe-europe.youcanbook.me/

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