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Marketplace / OneSpan Sign | SmartIQ

OneSpan Sign | SmartIQ

Seamless integration between digital data collection from SmartIQ and the documents sent to OneSpan Sign for eSignature

  • eSignature
  • Financial Services
  • Healthcare
  • Insurance
  • SmartIQ™

Resources:

OneSpan Website SmartIQ and OneSpan Sign Solution Brief

Prerequisites:

SmartIQ & Connector License

OneSpan Sign License

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SmartIQ and OneSpan Connector Overview Video

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Overview

Many companies use SmartIQ and e-signature together to create end-to-end digitalized business processes. Our prebuilt data connection with OneSpan Sign allows us to automate document preparation, generate documents with collected data, and send them immediately for e-signature. For more sophisticated use cases, SmartIQ receives automated event notifications from OneSpan when there are multiple signatures required, etc.

OneSpan is an experienced eSignature vendor with over 25 years' experience in regulated markets for the some of the largest financial services, insurance, government, and healthcare organizations in the world.

Features

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Create OneSpan Sign packages as part of integrated workflow and digital processes and deliver documents for fast, secure, signing ceremonies
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Configure signature packages to suit the business process – add multiple pages, multiple signors, specify the order of signage
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Build configurable business processes with options for the signature input including placement of the esignature input, text anchors, text tags, accept button over signature input and even carbon copy recipients
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Customize the OneSpan Sign signature package as part of the SmartIQ process to add signers, change a package’s status, re-send to a signer, remove signers or even remove documents from a signature package

Use Cases

Drive up completion rates and build secure and compliant digital journeys by replacing manual signing processes with integrated e-signature capabilities - from document design and personalization all the way through to signing completion. The combined SmartIQ and OneSpan Sign Connector solution can be used across;

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Financial Services (including Retail Lending, Commercial, Investment Banking, Wealth Management): Account opening (checking & savings, business deposit accounts)​, Personal and business loans​, Mortgage applications & renewals​, Account maintenance forms​, Asset financing contracts
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Insurance (including P&C, Life): New business applications​, Annuities, Claims documents​, Account maintenance forms
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Healthcare (including Payer, Provider): New patient forms​, Patient consent​, Medicare forms​, Provider agreements

About OneSpan

OneSpan helps organizations accelerate digital transformations by enabling secure, compliant, and refreshingly easy customer agreements and transaction experiences. Organizations requiring high assurance security, including the integrity of end-users and the fidelity of transaction records behind every agreement, choose OneSpan to simplify and secure business processes with their partners and customers. Trusted by global blue-chip enterprises, including more than 60% of the world’s largest 100 banks, OneSpan processes millions of digital agreements and billions of transactions in 100+ countries annually. For more information, go to https://www.onespan.com. You can also follow @OneSpan on Twitter or visit us on LinkedIn and Facebook.