How Clicksign supports credit companies

In the financial market, there are agreements, negotiations, and numerous transactions that revolve around contractual processes. The corporate world is constantly changing, seeking to meet the most expressive consumer needs. Meanwhile, technology continues to grow, creating an unfavorable scenario for those who do not adhere to innovations. Are you having difficulties with lengthy processes, bureaucracy in formalization processes, low conversions, and dissatisfied customers? This content is for you.

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The electronic signature revolutionizing digital CCB

If you're in the financial sector, you've probably heard of the digital bank credit slip authorized in 2019. A “Digital CCB” It's a classic example of how technology operates in this market: it's very easy to trade from anywhere, at any time. In a similar way, electronic signature it is already popularly known for its disruptive and revolutionary nature. This is because it offers security equivalent to a physical signature, in addition to convenience for its users - a process available via a website, completely electronic. With cutting-edge technology, the act of electronic signature occurs through encryption and has authentication points for its signers. It is a modern proposal to enhance agility in the origination and formalization of credit and to those originators who wish, in the back-up of CCBs to structured transactions. This degree of flexibility allows the financial sector to originate credits much more easily and quickly, in addition to rationing the time previously dedicated to transaction bureaucracies. It is an innovative solution that influences the various areas of the origination and execution ecosystem: giving much more agility to the finalization of business processes

The Clicksign solution in the origination and assignment of CCBs

One of our greatest virtues is plurality. A single solution can impact multiple aspects of a company. This happens with Clicksign Securities. With this service, it is possible to generate, endorse and sign the CCBs electronically, bringing more efficiency to the operation, ensuring security and legal compliance for those who use the CCBS. It is also possible to generate the backup with the electronic signature at the time of origination and banking. In addition, the subscription is integrated with the originator's website and makes it possible to control the granting of credit to the banker. In the case of the sale of receivables, it is endorsed and assigned with a batch signature, and the audit trail can be followed from origination to the end of the credit cycle. And as a result, it is clear that several things change: the speed of converting loan contracts grows, the user experience improves and the value to the market becomes more remarkable. With the modernization of this type of operation, there is room for support for expansion and stability for new originations and transfers. Yes, it's amazing!

More than Electronic Signature

In the Clicksign platform, although electronic signatures are the main feature, solutions such as Integration and Automation also come out ahead. A Integration via API allows your system to be integrated with our interface, resulting in the unique personalization of your brand, with your values and your logo. Thus, your clients can also sign documents without “leaving home”. Automation, easily solves the challenges of a company with large volumes of contacts, partners, and customers. Send multiple personalized documents at once and automate your internal and external processes! It enhances your management and eliminates manual labor. In addition, automation can be used to send contracts to clients both by e-mail and SMS, and also by WhatsApp. We are talking here about increasing your company's productivity and sales conversion: it's much easier and faster to use this application - which is already in your hands and can be used from anywhere - than to wait for the ideal moment to access the email in front of a computer. To prove the signer's veracity, there are options such as: authentication via Selfie, Token, handwritten signature, official document, in addition to authentication via Pix. The latter is another Clicksign innovation, allowing the signer's data to be reviewed at the time of signing, using banking technology. Intelligent and strictly secure. All the factors mentioned form a powerful platform, strategically designed to match your financial business with today's most innovative trends. It doesn't take much more than a few clicks.

A Business Case that you will like to know

Still not sure if we have the best solutions for your business? Creditas has something to tell you about this. Founded in 2012 by the Spaniard Sergio Furio, it is currently the country's leading online secured credit platform, and its purpose is to enable Brazilians to achieve their goals and achievements. Fintech operates throughout Brazil and has three offices with teams dedicated to full-time technology development (Recife, Porto Alegre and Valencia). Creditas chose the Automation feature. Its objective was to facilitate the completion of contracts that have a high volume, but which, due to the objective, do not require such in-depth analysis. Automation was a sure bet to provide more agility, optimizing the time needed to prepare, analyze and sign these documents. In a single month, the Creditas Legal Department signed more than 130 contracts. This is how, with convenience and speed, Automation helped the area to achieve visible gains in agility in the process, in addition to a high conversion rate and customer retention. Do you want to better understand this case? Read the full content here.