Case Study: BankTEL achieves faster, simpler NDA management with Onehub

BankTEL Systems streamlines NDA process in 6 months with Onehub

BankTEL Systems, a financial software company, faced a complex and time-consuming challenge in managing its non-disclosure agreement (NDA) process for sales leads. The Director of IT, Bonnie Baker, was responsible for manually handling requests and tracking signed NDAs across numerous communication channels before granting leads access to sensitive due diligence documents. To solve this, BankTEL implemented Onehub's Custom Agreements and Data Rooms services.

Onehub's solution automated the NDA process by requiring leads to accept the custom agreement terms before accessing a secure Data Room. This streamlined the operation, eliminated manual tracking, and provided full activity logs. The results included a tremendously reduced administrative burden, faster deal flow, and increased efficiency for the IT department, allowing them to focus on other critical infrastructure.

BankTEL Systems