With Sendside, financial professionals can:

  • Send and receive confidential and sensitive financial information
  • Receive signatures, payments, and approvals online
  • Aggregate company services within Sendside messages
  • Simplify the customer experience with single sign-on
  • Automatically categorize and archive documents
  • Reduce paper and printing costs through electronic deliveries
  • Integrate Sendside with Microsoft Outlook and other applications
  • Build customer relationships with new services and strong branding

Financial Services

Sendside has created a more efficient, effective, and interactive method financial institutions can use to truly build relationships with their customers.

Communicating through Sendside creates immediate operational efficiency, improved customer loyalty and retention, new revenue opportunities, and a distinct competitive differentiator.

Compliance is a critical issue for the financial services industry—and regulations are getting tougher. Not only do audits expect airtight security, an organization’s ability to identify users as well as archive and locate the information sent is becoming a crucial part of corporate communications. It’s enough to make compliance officers sweat. Until they check out Sendside.

These are just some of the advantages of Sendside. Learn more about Sendside eSign or specific solutions for:

Registered Investment Advisors
Hedge Funds
Private Equity
Banks