- September 23, 2025
- FOXITBLOG
In Finance, Time Is Money—So Is Efficiency
Every moment counts in financial services. Whether you’re onboarding a new client, finalizing a loan, or processing investment paperwork, delays can cost both time and trust. Yet too many financial institutions still rely on outdated methods—manual signatures, paper documents, endless back-and-forth.
That’s where eSignatures come in. They’re not just a way to go paperless—they’re a strategic tool for speeding up transactions, improving compliance, and giving clients the fast, secure experience they expect. For banks, wealth advisors, lenders, and fintech providers alike, eSignatures unlock a new level of efficiency without sacrificing trust or legal protection.
In this guide, we’ll explore how eSignatures are being used across financial services to streamline workflows, reduce errors, and close deals faster—with Foxit eSign leading the charge.
Why Financial Institutions Are Turning to eSignatures
Financial services are built on trust—but they’re powered by documentation. From onboarding forms and disclosures to loan agreements and compliance attestations, every process requires clear, verifiable signatures.
Traditionally, collecting those signatures meant printing, scanning, and long wait times. With eSignatures, that process becomes:
- Faster: Documents are signed in minutes, not days.
- More Secure: Built-in authentication and audit trails reduce fraud risk.
- Convenient: Clients can sign from anywhere—on any device.
- Legally Valid: eSignatures meet industry standards like ESIGN, UETA, and eIDAS.
- Eco-Friendly and Cost-Effective: Less paper, printing, and shipping means lower operational costs.
More importantly, clients today expect digital-first interactions. If you’re not offering eSigning, your competitors already are.
Supercharging Client Onboarding with eSignatures
The first interaction clients have with your firm sets the tone for everything that follows. Onboarding that drags on due to paperwork issues doesn’t just frustrate clients—it raises red flags about your ability to handle their financial matters efficiently.
eSignatures speed up onboarding significantly by allowing clients to:
- Fill out and sign account applications online
- Review and accept disclosures or agreements remotely
- Upload supporting documents through secure portals
- Receive real-time confirmation of completed forms
For wealth management firms, this means onboarding new investors in a single day. For banks, it means fewer in-person branch visits. And for fintech startups, it’s a chance to deliver the seamless digital experience that clients already expect.
With Foxit eSign, you can build onboarding templates, automate signature requests, and even trigger follow-ups based on workflow rules—no manual coordination required.
Accelerating Transactions and Approvals
Speed isn’t just important in onboarding—it’s vital throughout the customer lifecycle. Whether it’s approving a mortgage, signing off on a business loan, or processing internal fund transfers, delays can lead to missed opportunities or compliance issues.
Using eSignatures with a platform like Foxit eSign allows financial institutions to:
- Shorten approval cycles from days to hours
- Track document status in real time
- Automate alerts when signers complete their portion
- Handle multi-party signatures without confusion
Each step of the process is encrypted, audited, and stored securely—giving your teams and your clients peace of mind.
And when combined with tools like Foxit Pay, your organization can even collect payments and signatures in a single transaction flow.
Compliance and Security You Can Trust
Security and compliance are non-negotiable in financial services. You’re dealing with personal financial information, regulatory oversight, and complex risk management requirements. A slip-up isn’t just costly—it can be catastrophic.
Foxit eSign is designed to meet the highest standards of compliance, including:
- ESIGN and UETA in the U.S.
- eIDAS for European clients
- SOC 2 Type 2 certification
- GDPR for data protection
- Audit trails for every action taken on a document
Each document is encrypted at rest and in transit. Access is controlled by user roles and permissions. And every signed document is sealed to prevent post-signature tampering.
In short, you get the security your compliance teams demand, without creating friction for your clients or advisors.
Integration with Existing Financial Tools
Adopting a new system shouldn’t mean overhauling your tech stack. Foxit eSign integrates with a wide range of financial platforms and CRMs, allowing for:
- Automated document generation based on client data
- Real-time syncing of signed documents with your internal records
- Customizable APIs for fintech platforms and banking systems
Whether you’re working in Salesforce, a proprietary loan origination system, or a cloud-based accounting suite, eSignatures can be embedded directly into your workflows for a seamless experience.
Try FreeSign for Quick Financial Forms
Need to sign a document fast? Want to test Foxit’s digital experience without a commitment?
FreeSign is Foxit’s free, no-login tool that lets you:
- Upload a financial document (PDF, DOCX, etc.)
- Add your signature with a few clicks
- Download the signed file instantly
It’s perfect for simple, low-risk use cases like:
- Internal team sign-offs
- NDA execution
- Client information updates
Once FreeSign is available on the Foxit eSign homepage, it’ll provide an easy path into the full platform for firms ready to level up their document management.
Transform the Way You Work with Clients
Financial institutions are built on trust—and delivering a smooth, secure document experience reinforces that trust at every touchpoint. With eSignatures, you can offer faster service, better compliance, and more modern workflows that align with your clients’ expectations.
Foxit eSign gives you the tools to transform how you onboard clients, execute transactions, and meet regulatory standards—without adding complexity or cost.
Try FreeSign today to see just how easy digital signing can be—or explore Foxit eSign for full-service solutions built for financial professionals.