Industries
Blueink for Financial Services
Manage your customer relationships—not your paperwork.
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Financial agreements made easy
Welcome to the better way to do business with Blueink’s eSignature for financial services.
Financial institutions like banks, commercial lenders, wealth management firms, and corporate banking firms benefit from automated workflows, simplified processes, and a convenient, mobile-friendly experience with our eSignature solutions. This looks like less stress and more time for both you and your customers.
Less stress also means peace of mind. From new accounts to lending and more, every action stays secure with a built-in audit trail.
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Accelerate signing
Eliminate the burden of turnaround times and streamline the sending, signing, and returning of forms and contracts with clients, partners, and employees.
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Document efficieny
Efficiently store, search, and track key documents across the lending lifecycle.
Security
Reduce compliance risk with digital audit trails and workflow tools for managing changes to clauses.
All in One Solution
Sales
The barriers to your B2B buying and selling process can certainly seem insurmountable, and that doesn’t even factor in your sales goals and quotas. Equip your sellers with the tools and resources that automate labor-intensive tasks and streamline the paperwork so they can reach their goals in less time
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
Supercharged capabilities that come standard
Financial institutions come to Blueink for our benefit to their bottom line and stay once they realize they get the same features they know and love with superior on-demand support. We call that the added value advantage.
SMS Delivery
Instant signing, powered by the convenience of SMS.
- Expedite the signing process and experience the 72% decrease in completion time most Blueink clients see
- Benefit from SMS delivery with no hidden or additional carrier fees
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Signer Authentication
Stacked layers of authentication for top security.
- Verify identities in a multi-layered approach with IDs, selfies, and SMS pins
- Monitor all activity via the Audit Trail and an encrypted Certificate of Evidence
Signer Attachments
An effortless option for document collection across devices.
- Facilitate convenience on desktop, tablet, or mobile signing devices
- Save time for signers as they upload or take a photo of their documents
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.
Advanced functionality at the best price
Standard
*Similar to DocuSign Standard plan - 52% less
$12
Per user / PER MONTH
$144 billed annually
Start free 14-day trialBuy Now
Business pro
*Similar to DocuSign Business Pro plan - 50% less
$20
Per user / PER MONTH
$240 billed annually
Start free 14-day trialBuy Now
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 :)
