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CoSign Digital Signature Solution

Intelligent Digital Onboarding

World-class digital Onboarding that is verified and free of errors.

We do not only digitise your onboarding process, we inject absolute intelligence into the process. Agreements and applications for credit often require vasts amounts of information to be captured, which takes time, effort and are often sensitive to errors. pbVerify Intelli-forms eradicates errors and increase process efficiencies by automatically populating forms from limited information entered.

Let's for instance say that you are on-boarding a new client and require that client to enter all his/her personal and business information. With pbVerify Intelli-forms, the customer will only enter their ID number and business registration number and our form will do the rest.

The person's identity information will be verified against Home affairs and the form will be automatically populated. The business registration number will be verified against CIPC and all company, Directors and auditors information will be automatically populated - in real-time, verified and free of errors.

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Digital onboarding with Intelli-forms

  • Fully customisable to your requirements.
  • Database entries determine form types.
  • Specific Terms and Conditions will load according to form options.

Verified Personal Information

  • The client only enters his/her ID number and the form does the rest.
  • Identity information is verified, populated in the form with an ID photo
  • Last known address and telephone numbers are obtained and populated (user controls are set to update information).
Digital onboarding - Personal information

Verified Business Information

  • The client only enters the business registration number and the form does the rest.
  • Business information is verified with CIPC and auto-populated in the form.
  • Auditors information is verified with CIPC and auto-populated in the form.
  • Principle (Director) information is verified with CIPC and auto-populated in the form.
Digital onboarding - Business information dIGITAL ONBOARDING - COMPANY INFORMATION

Verified Banking Information

  • The client's identity is matched to the account number.
  • The client enters his/her banking details.
  • Banking details are verified with the client's bank.
Digital onboarding - Bank verification

Data submission

  • Terms and Conditions are matched to form type.
  • Data is written to database in (ERP, CRM or ECM) or converted to PDF.
  • Using CoSign Click, the client can sign the agreement online.

Related Articles

ee Publishers
Digital signatures with one click

New, ground-breaking technology – called "CoSign Click" – is set to revolutionise how companies "on-board'" new customers. No cumbersome and time-consuming manual process of printing out forms, signing in pen, scanning and uploading or emailing the document.

Co-Sign Click is a digital signature solution which enables a company's customers to sign on-line documents and forms electronically without them requiring a digital signature or any hardware signing device "Until now, signing electronically with a digital signature was only available to licensed subscribers of digital signature applications," said Leon van der Merwe, business development manager of Pitney Bowes, the first company to introduce CoSign Click to South Africa. "This new technology will be a boon for companies requiring customers to provide a once-off signature on a document or form."

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ee Publishers
Blogged:
pbVerify Blog

A ground breaking digital signature technology that enables your customers to sign electronically.

A digital signature solution that enables your customers to sign your online documents and forms electronically without them already having a digital signature or any hardware signing device..

What's all the excitement about?

Up until now, signing electronically with a digital signature was predominantly only available to licensed subscribers of digital signature applications and not to external customers whom are required to sign digital forms and documents, once-off. This is largely due to the cost associated with digital signatures and "on the fly" digital signatures not being available to a person that is not identified and linked to an established digital signature account.

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Published By:
pbVerify Blog

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