White Papers

The State of Systems of Agreement 2019: Spotlight on Finserv

In the financial services and insurance (FSI) industry, agreements are vital to the business.

Each agreement, whether it’s a loan application, an insurance policy, a partner/vendor contract, or new hire paperwork, has potential to either improve or worsen the firm’s customer relationships, employee experiences, and risk exposure. Thus, ensuring that agreements are easy, efficient, and secure is as essential for relationship-building as it is for operational benefits.

Learn more about the state of systems of agreement in financial services in this report. 


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