Work in progress
Best Value

The complete onboarding & signing platform, in one place.

Onboarding Express and E-Sign Express together — unified workflows, one platform, one price. Everything from the first form to the final signature, including Voice Sign biometric authentication.

Bundle — Unified Platform View
3 active
Onboarding Express
Rivera, Elena — Retail Checking
Step 4 of 6 — KYC in review
Hartwell Capital — Wealth Mgmt
Step 6 of 6 — Awaiting signature
E-Sign Express
Investment Advisory Agreement
1 pending
Loan Closing Package
Complete
SOC 2 Type II — All activity logged — ESIGN & UETA compliant

Compare Options

Everything you need, nothing you don't

Choose the product that fits your current needs. Most institutions end up with the Bundle — not because they're upsold, but because onboarding and signing belong in the same workflow.

Onboarding Express

Automated workflows and configurable forms for institutions that already have a signing solution in place.

Configurable no-code form builder
Automated multi-step workflows
Progress tracking dashboard
Document collection & validation
CRM & core banking integrations
KYC / AML compliant audit trails
Electronic signatures
Voice Sign biometrics
Best Value

Complete Bundle

Both products unified in a single platform. The most efficient and cost-effective way to manage the entire client journey from first form to final signature.

Configurable no-code form builder
Automated multi-step workflows
Progress tracking dashboard
Document collection & validation
CRM & core banking integrations
KYC / AML compliant audit trails
ESIGN & UETA-compliant e-signatures
Voice Sign biometric authentication

E-Sign Express

Legally compliant e-signatures for institutions that already have onboarding workflows and need to modernise their signing process.

Configurable no-code form builder
Automated multi-step workflows
Progress tracking dashboard
Document collection & validation
CRM integrations
KYC / AML compliant audit trails
ESIGN & UETA-compliant e-signatures
Voice Sign biometric authentication
Included with every Bundle

Voice Sign: biometric authentication that makes every signature defensible

Standard e-signature platforms authenticate with an email link — which means anyone who intercepts that email can sign. Voice Sign adds a cryptographic voiceprint layer that binds the signer's biometric identity to the document itself.

For high-value transactions — investment advisory agreements, commercial loan closings, wealth management documents — this is the difference between a signature that might hold up and one that will.

Ask Us About Voice Sign
01
Signer receives a secure document link

No account creation, no app download. The document opens in any browser on any device.

02
Voice Sign prompt captures a voiceprint

The signer speaks a unique phrase. The voiceprint is captured and processed by the authentication engine in real time.

03
Voiceprint is cryptographically bound to the document

The voiceprint hash is embedded into the audit record and sealed. Any post-signing modification invalidates the record.

04
A complete, exportable biometric record is created

Voiceprint, timestamp, IP address, and device fingerprint — all sealed and ready for legal proceedings or regulatory review.

Why the Bundle

Onboarding and signing belong in the same workflow

When onboarding and signing live in separate platforms, data gets re-entered, context gets lost, and compliance gaps appear between systems. The Bundle eliminates that entirely.

One unified platform

No switching between tools, no duplicate data entry. A client's onboarding record flows directly into the signing workflow without any manual handoff.

End-to-end audit trail

A single, unbroken audit record from the first form submission to the last signature — critical for KYC, AML, and SOC 2 compliance reviews.

Better client experience

Clients complete onboarding and sign documents in a single branded journey — no platform switches, no repeated logins, no frustration.

Better value

The Bundle is priced lower than purchasing both products separately. One vendor, one contract, one renewal conversation.

Get Started

See the Complete Bundle working for your institution

Tell us about your onboarding and signing workflows. A product specialist will walk you through the full Bundle — including a live Voice Sign demonstration — tailored to your institution.

SOC 2 Type II
Voice Sign
AES-256
1-Day Response