iPEGS for Finance
Solutions for Finance sector
Financial institutions often require a greater level of security then other businesses due to the sensitive nature of the information they transfer.
However, financial customers are increasingly demanding to be able to manage their accounts and make full applications for services online. Implementing iPEGS allows customers to electronically sign digital documents in a way that marries both customer requirements and the need for secure transactions.
The types of features that are currently helping clients in the finance sector are:
- Electronic Signatures
- Date and Time Stamp
- Form Creation
- Document Management
- Multiple Signatures
- Data Tables
- User Group Management
- Geo Tagging
Feedback from our clients
The training and ongoing support from the team at iPEGS has been really impressive. The system is so easy to use and we were very quickly able to create new forms ourselves as we needed them, as well as editing the existing suite of forms we have created.
The Return on Investment for the business has been significant. Almost from the moment we introduced iPEGS, our WBL teams no longer needed an admin day each week to check, collate and then post or take paperwork into the office.
iPEGS has allowed us to streamline our admin process from Sales to Recruitment. Within minutes the Sales Team can leave a client meeting and be forwarding on an engagement form to the Admin Department.