The banking enrolment experience

is made easy with Adobe

Document Cloud.

Give your customers the best enrolment experience by

transforming existing process into 100% digital experiences with

Adobe Document Cloud.

The banking enrolment experience

is made easy with Adobe

Document Cloud.

Give your customers the best enrolment experience by transforming existing process into 100% digital experiences with Adobe Document Cloud.

Easy

Easy

Let your customers complete online applications and sign electronically from any device, wherever they are.

 

Efficient

Efficient

Process new account requests, credit card applications and pre-approvals in minutes, not days.

 

Connected

Connected

Integrations and APIs, including integrations to the Microsoft application portfolio, allow you to seamlessly work with the systems you’re already using.

 

Compliant

Compliant

We have you covered. Move forward confidently knowing that application processes are secure, legally binding and compliant.

 

Identity verification with remote convenience.

With Adobe Sign, it’s easy to prove signer’s identities and authenticate your customers by choosing the best option for your needs. Standard e-signature requests are emailed to a person’s address and contain a unique link to the document. The process is tracked securely and recorded in an audit trail.

Enhanced e-signatures prompt the signer to verify their identity before a document can be opened, using a password, social ID, phone PIN or other method of authentication. Digital signatures use a certificate based digital ID and PIN for signing. Plus, signers can verify their identity using standard government IDs like a driver’s licence or passport — all in a seamless digital experience that accelerates processing even more.

Identity verification with remote convenience.

With Adobe Sign, it’s easy to prove signer’s identities and authenticate your customers by choosing the best option for your needs. Standard e-signature requests are emailed to a person’s address and contain a unique link to the document. The process is tracked securely and recorded in an audit trail.

Enhanced e-signatures prompt the signer to verify their identity before a document can be opened, using a password, social ID, phone PIN or other method of authentication. Digital signatures use a certificate based digital ID and PIN for signing. Plus, signers can verify their identity using standard government IDs like a driver’s licence or passport — all in a seamless digital experience that accelerates processing even more.

 

Learn how our customers are delivering a fully digital enrolment experience.

Rabobank
Diners Club International
Card Assets
Stratton Finance

Offering a better banking experience.

Nearly one-third of banks are still in the early stages of a digital transformation. This guide outlines the steps financial institutions can take to turn outdated enrolment processes into faster approvals and happier customers.

 

With Adobe, your enrolment experiences will check all the right boxes. Digitally, of course.

Apply

Apply and sign from any device for increased conversion rates.

  • Offer 100% digital sign-up processes, including automated forms, seamless government identity verification and secure and trusted e-signatures.
  • Give your applicants the ability to fill, sign and send applications and documents from any device.
  • Deliver a fully branded experience during the entire enrolment process.
Process

Process applications faster for maximum efficiency.

  • Gain visibility of document status throughout enrolment processes.
  • Visually create automated workflows that route documents in any sequence.
  • Map data from forms to back-end systems, eliminating duplicate data entry.
Work

Work from the systems you’re already using.

  • Use pre-built integrations for Microsoft Office 365, Dynamics 365, SharePoint, Salesforce and more to connect your enrolment processes to your systems of record.
  • Integrate with proprietary business systems and company websites using robust REST APIs.
  • Utilise a centralised template library for applications and forms to ensure standardisation.
Secure

Secure, legally binding and compliant enrolment experiences.

  • Be assured electronic signatures are secure, legally valid and enforceable.
  • Meet the most demanding requirements and comply with e-signature laws around the world.
  • Offer easy-to-use, high-assurance digital IDs that are internationally compliant.
  • Automatically store a complete audit trail of every transaction in a secure online repository.

Ready for end-to-end digital processes?

No matter where you are in your journey, take the next step with Adobe Document Cloud.