A program for the financial professional!
November 22, 2022

A program for the financial professional!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with OneSpan Sign

We often use it for investment funds, insurance as well as contracting purposes. The problem as we all face today is the availability to meet people in person. The electronic signing process allows us to conveniently complete the paperwork.

In the past, we would have to send through email, client signed and scanned it back. However, it can be quite time consuming especially if we are using the same template.

Pros

  • signing
  • create template
  • multiple users - signatures
  • keeping track of history

Cons

  • pricing
  • interface
  • sign
  • create forms
  • convenience
  • time saving
we realized some insurance companies are using OneSpan and also our admin office uses the same program. Therefore, it is more friendly in terms of everyone knowing software.

Do you think OneSpan Sign delivers good value for the price?

Yes

Are you happy with OneSpan Sign's feature set?

Yes

Did OneSpan Sign live up to sales and marketing promises?

Yes

Did implementation of OneSpan Sign go as expected?

Yes

Would you buy OneSpan Sign again?

Yes

It is well suited for financial professional field. At the moment, i cannot think of area that will be less appropriate. It all comes down to if the admin office or head office can accept OneSpan as authorized software. Often enough, program can be very good but not recognized by head office due to its compliance issue. For example, in the Canadian regulatory rules for investments, sometimes it requires companies to process/store documents in the same country. If there is a cross border issue, it will be a big compliance issue.

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