Case Study: World’s Largest Bank achieves 75% fewer document errors and single-meeting sales closings with OneSpan Sign

How E-signatures Helped One of the World’s Largest Banks Transform Customer Experience

World’s Largest Bank, a top-10 North American diversified financial services company, faced a paper-based investment fulfillment process that generated frequent document errors, missing signatures, repeat customer visits and heavy administrative overhead (often 2–3 hours per advisor per week). To eliminate these pain points the bank adopted the OneSpan Sign e-signature solution as its standardized, enterprise-wide e-signature platform.

OneSpan implemented OneSpan Sign across the mobile investment sales force and branches, enforcing business/workflow rules, preventing incomplete submissions, automating indexing and storage, and enabling on-screen signing. The rollout to 8,000 advisors cut document error rates by 75%, saved roughly 16,000 hours in sales administration (freeing advisors to focus on sales), enabled sale completion in a single meeting, improved customer experience and reduced paper use — delivering measurable efficiency and environmental benefits.