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Financial Agreement Automation RFP Guide

A Guide For Financial Institutions Purchasing A Technology Platform To Fully Automate Digital Lending, Leasing, And Other Financial Agreements

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Agreement automation enables financial institutions to digitize account openings, lending, leasing and other financial transactions to improve the user experience and reduce risk. This includes digital identity verification and e-signature technologies that replace time-consuming, paper-based and in-person processes.

This Financial Agreement Automation RFP Guide provides a checklist to compare end-to-end and standalone solutions and recommends essential questions to guide your selection process.

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