Simplify Compliance and Client Experience in Financial Services
Videosign gives professionals in financial services a faster, safer way to meet, verify, and sign remotely – all in one secure browser-based platform.
Whether you’re managing investments, providing advice, or finalising client agreements, Videosign helps you stay compliant while offering a seamless digital experience your clients will love.
✅ Meet clients remotely and securely
✅ Verify identity in seconds
✅ Sign and store contracts with confidence
The Challenge Facing Financial Services
The financial services sector faces constant pressure to improve compliance, security, and efficiency – all while delivering an exceptional client experience.
From tightening regulations and complex ID checks to delays caused by manual paperwork, these challenges can slow down your operations and damage client confidence.
Add to that the need for stronger digital audit trails and the risk of unsigned or forgotten agreements, and it’s easy to see why advisers and administrators are turning to smarter, simpler solutions.
That’s where Videosign helps.
The Smart Way to Meet, Verify, Sign
Videosign replaces disconnected tools with one secure, compliant platform for remote meetings, verification, and signing.
💬 Meet Clients Securely – Anywhere
Host client video meetings in a secure online meeting room. Share and review documents live, walk clients through the details, and finalise agreements in the same session – no need for multiple platforms or follow-ups.
🪪 Verify Identity Instantly
Perform secure ID checks and verification before your meeting. Videosign uses third-party advanced facial recognition and biometric matching to confirm signatories’ identities – giving you confidence in every signature.
✍️ Sign, Witness, and Record
Sign and witness documents electronically within your live meeting. Every session is automatically recorded and timestamped, creating a verifiable audit trail with embedded video and signature evidence. Videosign uses eIDAS-compliant electronic signatures.
⚡ Simplify Your Workflow
Speed up traditionally time-consuming processes by guiding clients through signing while you’re still connected. Say goodbye to abandoned documents and delayed returns, and keep your compliance records watertight.
Trusted Across Financial Services
Videosign is used across multiple areas of the financial industry – from accounting to wealth management – wherever security, compliance, and efficiency matter.
Wealth Management
Streamline client onboarding, AML checks, and document signing with one compliant digital platform.
Personal & Retail Banking
Offer your customers the convenience they expect. Conduct secure video meetings, verify identity, and finalise documents – all without requiring branch visits.
Commercial Banking
Enable relationship managers to meet clients securely online, discuss agreements, and complete commercial documentation quickly and confidently.
Accounting & Bookkeeping
Provide advice, reviews, and financial assessments efficiently with a platform that enables document collaboration and signing during your video call.
Insurance
Whether you’re selling policies or managing claims, Videosign ensures compliant discussions and digital documentation in one secure environment.
Funds & Investments
Meet clients securely to discuss portfolios, fund management, and market-sensitive information – with full confidence that every signature is validated and stored securely.
Why Financial Professionals Choose Videosign
✅ Fully eIDAS-compliant eSignatures
✅ Encrypted storage and secure audit trails
✅ Browser-based – no downloads, no installation required
✅ Video recording and timestamped evidence for every session
Videosign helps you stay compliant, protect your clients, and save time – all while providing a better, more confident experience for everyone involved.
