Industry · Financial & professional services

Software for financial and professional services where every signature must hold up

Insurers, lenders, law firms and real estate teams run on signed documents and incoming paperwork. SPS verifies who signs, reads what comes in and connects both to your core systems.

InsuranceFinance and lendingLegalReal estate
ID + selfiesigner verification
No appfor your clients
150+ languagesdocument reading
Financial & professional services operations
// The challenge

Too many documents, too little certainty about who signed them

Professional services firms handle a constant flow of documents in two directions. Outgoing: policies, loan agreements, engagement letters and leases that clients must sign. Incoming: invoices, claims, statements and forms that someone has to read and key into a system.

Generic e-signature tools solve part of the first problem but not the second - and they rarely confirm that the person signing is really the client. That leaves fraud risk on one side and hours of data entry on the other.

// A day in the operation

How documents move - and where SPS fits

01Prepare

Documents come from your core system or are uploaded; Winsert can generate them from the outputs your system already prints.

Winsert
02Send

DocCycle sends them by email, SMS or messaging apps - or through a QR code - and the client signs in the browser.

DocCycle
03Verify

For sensitive transactions, DocCycle compares an ID-document photo with a live selfie and checks the ID for tampering.

DocCycle
04Incoming documents

DocReader reads invoices and other incoming documents in 150+ languages and posts the data.

DocReader
05Record

Signed and processed documents return to the archive or core system with a timestamped audit trail.

DocCycleDocReader
// Products

How professional services firms use each SPS product

// Approvals + e-signature

DocCycle

Send policies, loan documents, engagement letters and leases for signature in sequence or in parallel, verify signers with ID and selfie where needed, and keep every step on record.

Explore DocCycle →
// AI document reading

DocReader

Read invoices and other incoming documents in more than 150 languages, with 99% recognition accuracy from day one, and route the ones that need review.

Explore DocReader →
// Integration hub

Winsert

Generate signing packages and data feeds from the documents your core system already prints, without changing that system.

Explore Winsert →
Insurance

Policy acceptance and claim forms signed by the verified policyholder, with incoming claim documents read automatically.

Finance and lending

Loan and account documents signed by every party in the right order, with identity checks for high-value transactions.

Real estate

Leases and purchase documents signed by landlords, tenants and buyers on their own phones, wherever they are.

// Outcomes

What changes for professional services firms

  • Signers you can trust - with ID and selfie verification.
  • Clients sign from any device - in the browser, with no app.
  • Incoming paperwork read automatically - in 150+ languages.
  • A full audit trail - for every document.
// Where to start

Choose one document that clients sign often - a policy acceptance, a loan document or a lease - and move it to DocCycle with identity verification. Then look at the incoming paperwork your team still types in most and let DocReader read it.

// FAQ

Financial & professional services FAQ

No. Signing links open in any browser and can be sent by email, SMS or messaging apps, or opened by scanning a QR code on the document.

DocCycle compares a photo of the signer’s ID document with a live selfie and checks the ID document for signs of tampering.

Yes. Signing rounds can run in sequence or in parallel, so co-borrowers, landlords and tenants or partners each sign in the right order.

In the digital archive, on a local server or in your organization’s cloud, with status returned to your core system.

Yes. DocReader reads documents in more than 150 languages.

Yes. DocCycle sends signing links by email, SMS or messaging apps, and clients can also open them by scanning a QR code printed on the document.

// Next step

See SPS with your own documents

Tell us which documents your clients sign and which ones your team still types in.