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©2014. All Rights Reserved
AND HOW TO AVOID THEM
Pem Guerry
Executive Vice President
x
COMMON E-SIGNATURE PITFALLS
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©2014. All Rights Reserved
WHY USE DIGITAL SIGNATURES?
Clients can sign online
on any device, anytime
Process guides clients to ensure all fields
and signatures are completed
Clients can rest easy knowing each
signature is legally defensible
Advisors can send and track
documents from any device
No more time wasted tracking
down clients to fix mistakes
Detailed legal evidence protects advisors
from legal disputes
Faster onboarding process means
firms get revenue faster
Low to zero NIGO rate increases firm’s
efficiency and savings
SEC/FINRA-compliant signatures protect
your firm from fines
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©2014. All Rights Reserved
POWERFUL INTEGRATIONS
+
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©2014. All Rights Reserved
Ignoring the Importance of Legal Evidence
#1PITFALL
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People often challenge transactions at the signature level.
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©2014. All Rights Reserved
INCONSISTENT SIGNATURE COUNT
Only one signature shown in signature panel. Which signature does it represent?
?
1 2
3 4
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©2014. All Rights Reserved
CONSISTENT SIGNATURE COUNT
1 2
3 4
Audit Trail
1
2
3
4
1
2
3
4
PDF Document
PDF Reader Signature Panel
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©2014. All Rights Reserved
Misunderstanding Tamper Protection
#2PITFALL
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Documents must be protected against tampering throughout the signing process—not just at the end!
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©2014. All Rights Reserved
INCOMPLETE TAMPER PROTECTION
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©2014. All Rights Reserved
DOCUMENTS MUST BE PROTECTED IN TRANSIT
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©2014. All Rights Reserved
Overlooking Long-Term Impact
#3PITFALL
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The impact of signed documents can last for years and can even be passed from generation to generation.
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©2014. All Rights Reserved
The right stress test is to assume your SaaS or on-premises vendor disappears and see what you have to take to court.”
ARE YOU LOCKED IN?
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©2014. All Rights Reserved
EACH DIGITAL SIGNATURE IS:
• Embedded in PDF
• Tamper-Evident
• Based on standards
• Verifiable off-line, without SIGNiX.com
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©2014. All Rights Reserved
MITIGATE RISK WITH EVIDENCE
• Every step tracked
• Rich metadata for each event
• Granular details
• Superior evidence
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©2014. All Rights Reserved
SUSTAINABLE DIGITAL SIGNATURES
Independently Verifiable
Signatures & PDFs based on standards.
Know Who’s Signing Multi-factor authentication
proves identity.
Tamper-Evident Signatures
Detect all changes to signed documents.
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©2014. All Rights Reserved
THANKS! Address1203 Carter StreetChattanooga, TN 37402
Phone423-305-7041
Email – Pem [email protected]
@signixsolutions
SIGNiXDigitalSignatures
DigitallySigned