EasySend for Financial Services
Why financial organizations trust EasySend
Go to market faster
Deliver better customer experiences
Streamline customer data intake
Speed up the sales cycle & boost ROI
Our suite of
digital products
Create secure digital journeys
Generate and manage personalized documents
Capture eSignatures and accelerate approvals
Map patient touchpoints
Optimize patient journeys
Experiences you can bank on
Enhance your Salesforce workflow
Enterprise features made for financial services
Define roles and control data access across your financial organization.
multilingual
Engage customers in their native language, across every channel.
Walk customers through every step with real-time screen sharing.
Deliver experiences that feel on-brand at every touchpoint.
Launch digital experiences your customers can complete from anywhere.
Easily compute mortgage rates and monthly returns within your journeys.
Connect your core business software
“In a very short time, we had a digital journey on our website. The loan deferral application process, which used to take a lot of time and manpower, could now be completed in just minutes.”
Deliver faster, seamless financial services
Offer easy
digital banking
From onboarding to applications—digitize every step of the banking digital journey.
Banking digital journeys:
Online Account Opening | Customer Onboarding & KYC Verification | Digital Loan Applications | Bill Payments & Fund Transfers | Credit Card Applications
Simplify corporate
banking workflows
Digitize complex banking workflows for faster underwriting, approvals, and service delivery.
Banking digital journeys:
Business Account Onboarding | Loan Origination and Underwriting | Treasury and Cash Management | Document Submission and e-Signature Collection | Risk Assessment & Credit Review
Bring lending & credit
services up to speed
Deliver faster credit decisions and simplified borrowing with end-to-end digital processes.
Financial services digital journeys:
Loan Application | Document Upload and Verification | Loan Agreement eSignatures | Disbursement Tracking
Secure and compliant by design
We’re committed to protecting your data secure with enterprise-grade security standards. Our platform and electronic signature tool are compliant with the highest international standards, including GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA compliance.
