Blueink for Financial Services

Financial agreements made easy

Discover a straightforward and convenient way to handle financial agreements, ensuring clarity and ease for everyone involved.

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A business professional presents a document to two colleagues in a meeting room with charts displayed on a screen in the background

Digitizing Financial Services

In financial services, crucial moments like account openings, loan approvals, and wealth transfers hinge on agreements. Make the shift to a secure, seamless, and efficient digital document process to elevate customer experience across every interaction.

Improved Accuracy and Compliance

Process client agreements swiftly and accurately, ensuring every field is completed and fully compliant with regulatory standards. Whether handling investment agreements, insurance claims, or financial disclosures, Blueink guarantees accuracy while minimizing the risk of costly errors and penalties. Our platform prioritizes security and compliance and adheres rigorously to regulations such as HIPAA, GDPR, and 21 CFR Part 11.

Seamless Account Opening

Customer onboarding in financial services typically requires the submission of various forms and identification documents. With Blueink, new customers can complete and sign all necessary paperwork online or through SMS, speeding up the account opening process and improving the overall customer experience.

Easy Portfolio Management

Investment management involves a lot of documentation, such as agreements, consents, and periodic statements. Simplify the signing process for these documents with Blueink’s signer attachment. Signers can conveniently upload documents or take pictures directly from any device—whether desktop, tablet, or mobile—streamlining the collection of required paperwork.

Optimizing Financial Departments with Blueink

Simplify the handling of agreements, consents, and periodic statements through convenient document upload and capture from any device.

Retail Banking

Enable customers to conveniently sign loan applications from their mobile devices, accelerating the loan approval process. Simplify account opening for new customers by allowing them to digitally complete and sign forms, ensuring a seamless and swift onboarding experience. Ensure efficient execution of agreements for treasury and cash management services that require multiple signatures with Blueink's precise signing order feature.

Commercial Banking

Commercial banks handle high-value transactions and sensitive information. Blueink’s advanced workflow tools and compliance with regulations such as GDPR ensure that your documents are processed efficiently and securely. The platform's strong authentication features provide additional layers of security including ID verification, selfies, and SMS pins. All of these will then be tracked in the Audit Trail and cryptographically secured Certificate of Evidence.

Procurement

Quickly prepare and send standardized supplier contracts using Blueink’s reusable templates. Create a document template once and utilize it repeatedly, while also sharing templates with other users and teams for seamless collaboration and efficiency. Moreover, the bulk send feature allows procurement teams to send purchase orders to multiple suppliers simultaneously, streamlining the ordering process.

Making the transition easy

“AHI had a previous provider that lacked quality customer service, an account rep that changed every ninety days and cost that adjusted upward every year. Once we switched to Blueink there was an immediate cost-savings of 45% year one and an impactful difference in customer service.”

Bryan Jenkins, Principal Broker, AHI Properties

The benefits of partnering with Blueink

Enhance Efficiency and Engagement: Transform Document Workflow in Finance

Empower finance professionals with seamless document workflows and personalized experiences tailored for efficiency and client satisfaction.

Reusable Templates

Financial institutions frequently use standardized documents. Blueink’s reusable templates allow users to create a document once and reuse it, ensuring consistency and time savings. For instance, loan agreements and client onboarding forms can be quickly generated and sent for esignature.

API

Blueink’s full-featured API enables you to integrate eSignature functionality into your existing systems. This allows for automated workflows and enhances productivity by streamlining document management processes, making it easier to handle large volumes of transactions.

SMS Delivery

Blueink’s SMS delivery feature ensures documents are delivered and signed in minutes, not days. This is particularly useful for urgent approvals and customer transactions, enhancing operational efficiency.

Bulk Send

Financial services often involve sending documents to multiple recipients simultaneously. Blueink’s bulk send feature allows users to upload a .csv file, populate documents with data, and monitor progress, ensuring that high-volume transactions are handled efficiently and accurately.

Security standards you can trust

At Blueink, we prioritize your security and compliance, employing state-of-the-art encryption and adhering to rigorous industry standards to protect your documents and ensure your peace of mind.

Learn more about compliance

Advanced functionality at the best price

Standard

Similar to DocuSign
Standard plan - 52% less

$12

Per user / PER MONTH

$144 billed annually

Buy Now

120 Envelopes / User / Year

5 Templates

Real-time audit trail

SMS Pin / Selfie / ID Authentication

CC Additional Recipients

Email / Chat Support

Business Pro

Similar to DocuSign
Business Pro plan - 50% less

$20

Per user / PER MONTH

$240 billed annually

Buy Now

Unlimited Envelopes / User / Year

12 Templates

Real-time audit trail

SMS Pin / Selfie / ID Authentication

CC Additional Recipients

Email / Chat Support

SMS Delivery

Reminder Emails

Custom Messaging

Attachment Fields

Enterprise

Advanced Solutions

Let’s talk

Unlimited Users

Unlimited Templates

Bulk Send

Smart Link Forms

Custom Reporting

Signing Brands

Teams

Customer Success Team

API and Embedded Signing Access

Looking for quote? Request a quote here.

See what our partners have to say

Financial Services

Paige K.

Project Management/Financial Control

Top Quality, Top Support, Top Integration

We send many documents out that are both legal in nature and important to our ability to move forward with projects. On a few occasions, we had to reach out to customer support and the experience was phenomenal. The people are kind, understanding and they get right to fixing the issue without making the problem more frustrating. I actually have started looking forward to working with their customer support team, which is definitely a first!

Financial Services

Ian W.

VP Finance

First Class Product and Customer Service

Learning to work in a remote environment has come with many obvious obstacles. Blueink has addressed one of the most pressing needs in terms of secure, validated signer authentication. Working in the field of finance that relies on contract driven relationships, Blueink has given us confidence that our risk is being managed.

Financial Services

Ayaz S.

Management Consultant

Great Product and Value

Great value compared to other products and was easy to implement within our platforms. The company provides white glove service and support.

Financial Services

Jeffrey S.

Financial Consultant

Very user friendly, lots of specialized add-ons

The product is easy to use even if you’re new to it. Templates make repetitive tasks easy.

Financial Services

Clarissa A.

Mortgage Loan Processor

Efficiency in a high quantity demand

overall great experience, when dealing with so many clients it can be difficult to find a document after completion is my only complaint

Financial Services

Jeff S.

Financial Advisor

The Only Option for E-signature

Ease of use and functionality. I find that sending documents and making templates is very intuitive. I didn't have to learn anything new or think too hard to start using the product whatsoever. As you know this is important for anyone in finance as we prefer to keep our brains in the "off" position :)

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Financial agreements made easy

Digitizing Financial Services

Improved Accuracy and Compliance

Seamless Account Opening

Easy Portfolio Management

Optimizing Financial Departments with Blueink

Retail Banking

Commercial Banking

Procurement

Making the transition easy

The benefits of partnering with Blueink

Enhance Efficiency and Engagement: Transform Document Workflow in Finance

Reusable Templates

API

SMS Delivery

Bulk Send

Security standards you can trust