New Venture

DocuSign and SamSub Integration for New Venture

New Venture needed to improve document signing processes and client verification procedures (KYC) to enhance operational efficiency and security. The existing systems did not provide the required level of automation and integration.

 

 

Task

  • Integrate the system with DocuSign to automate the document signing process, ensuring convenience and security in signing agreements and contracts.
  • Integrate the system with SamSub, a KYC system, to optimize the client verification process and ensure compliance with identification and verification requirement

Solution

1
The integration with DocuSign was implemented to automate the document signing process. This involved configuring and deploying the DocuSign API, enabling users to easily and securely sign documents online.
2
Integration with SamSub, the KYC system, was completed to ensure efficient client verification. This integration automates the collection and analysis of client data, improving the accuracy and speed of KYC procedures.

Result

The integration with DocuSign and SamSub has significantly improved the document signing and KYC processes. The system now ensures faster and more secure document handling, as well as efficient client verification that meets modern compliance requirements. This has increased overall operational efficiency and streamlined processes for users.

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