E-Sign | TL;DR
I led the design and strategy for the build of a new E-Sign application, customized to meet the needs of the financial services industry.
I established a customer advisory board of 10+ major financial institutions to consult on design and feature prioritization leading up to, and beyond, launch of the application.
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This application was a planned "Next-gen" successor to multiple sunsetting, legacy, E-Sign applications maintained by the company and was designed to immediately serve 1,500+ B2B customers, 15,000+ B2B users, 1,000,000+ annual E-Sign packages, and 2,000,000+ annual unique consumer signers.
The Challenge
The company's outdated eSignature software was losing ground to competitors and was built on an architecture that would not support the next-generation features that our customers needed.
The Theory
For financial institutions who who need to collect signatures on documents for any purpose, SmartSign could be an enterprise-grade E-Sign solution that enables faster and more secure collection of signatures on critical agreements compared to paper processes. Unlike the competition, SmartSign would be highly focused on the financial services industry, providing advanced functionality, automation, and intelligence for loan documents, disclosures, and retail banking agreements.
The Results
SmartSign delivered a complete E-Sign solution for financial services organizations including:
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Customizable access control
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Hundreds of settings & bespoke branding
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Highly configurable E-Sign package creation
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REST API for custom integrations
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Intelligent signing-room experience
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Next-gen signer verification methods
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The applications was designed to immediately serve:
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1,500+ B2B customers
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15,000+ B2B users
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1,000,000+ annual E-Sign packages
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2,000,000+ annual unique consumer signers