A Meaningful, Convenient and Virtual Way to Do Face-to-Face Business
When you need a cost effective compliant way to improve customer service you can now meet virtually with your clients to review and then execute all the documents required to close financial & banking transactions.
Enhanced Client Experience
Meet clients face to face with ease in a secured virtual environment, creating a welcoming human experience while maintaining convenience for both parties.
Streamlined Transaction Execution
Review and sign documents simultaneously through videoconference with no need for special apps, printers, or scanners, simplifying the closing process.
Video Signing Room™ for Financial Services
Syngrafii's Video Signing Room™ (VSR) enables financial institutions to connect with clients remotely while maintaining the personal touch of face-to-face meetings. Meet virtually with clients to review and execute documents with the option to record the full videoconference conversation for compliance and future reference.
Discover VSR™New Accounts & ID Verification
Streamline account opening with secure identity verification that creates a welcoming human experience from the start of your client relationship.
Loans & Credit Products
Simplify the execution of loan documents for automobile financing, home equity loans, mortgages, and lines of credit with remote signing capabilities.
Wealth Management Products
Efficiently handle documentation for equities, pension plans, RRSPs and other investment vehicles with secure virtual meetings.
Insurance Products
Complete applications and contracts for health, travel, home, and auto insurance with a streamlined remote signing experience.
Secure Transaction Execution
iinked Sign™ provides financial institutions with a secure, authenticated signature capture system that maintains compliance with regulatory requirements. Complete transactions remotely without compromising on security or the client experience.
Explore iinked Sign™Face-to-Face Virtual Meetings
Connect with clients in a secured virtual environment that maintains the personal touch of in-person interactions with the convenience of remote access.
Simultaneous Document Review
Review documents together in real-time through videoconference, ensuring clients understand terms before signing and reducing errors or misunderstandings.
No Special Equipment Required
Eliminate the need for special apps, printers, or scanners, making the signing process accessible to all clients regardless of technical capabilities.
Recorded Transactions
Optionally record the full videoconference conversation and transaction, providing an additional layer of documentation and protection.
Compliance Assurance for Financial Institutions
Store and file video recordings along with a best-in-class audit trail that ensures absolute non-repudiation for future reference and proof of compliance. Meet regulatory requirements with comprehensive documentation of every transaction.
Learn about Audit Trail