OneSpan Sign vs. Sertifi

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.

Incentivized

It is well suited for individual transactions or a couple of transactions by the same customer. Most customers making numerous purchases at different times still prefer the paper format, given that they do not need to start from scratch each time.

Incentivized

• One can set up a workflow in which one can specify the order in which signatures have to be done.
• Customer service is great and always ready to go the extra mile.
• Pricing is very transparent, and there are no hidden charges.

• Document generation - it's extremely simple to integrate the data needed from our platform onto a document efficiently.
• Sytem integration - having the ability to integrate to our Salesforce.com platform was a selling point, in that the open API enables us to keep documents tied to specific clients.
• Email template ability - not only great for document generation, it is also great in its capability for sending and customizing the email templates along side it.

Incentivized

• Search capabilities can be improved by a great extent. We still can't search documents by name of the signatory
• Pricing seems a bit high when compared with other players in the market
• Data importing and exporting capabilities can be improved drastically

• More fields where we can copy more clients on a quote.

Incentivized

I don't see any reasons to change as their solution covers all my need for now. I could make even more integrations but that might be something that I will do down the road. I'm used to working with the interface and my data is all there as well.

Easy to use design and tool

Incentivized

The product is so well designed and built that we rarely need to reach out to customer service. But we have reached out to them in case of downtime, and we have always gotten a satisfactory response. We never had to follow up, as customer service executives were very responsible.

My experience with OneSpan in the customer service has been very positive. However, since my experience with OneSpan is much more recent, most of my technical experience with OneSpan includes technical areas that were not available in other products at the time I was working with other products.

Incentivized

DocuSign was good, I used them for about 1-2 years. However we did have some issues with them as far as contract errors when sending out to the clients. There were also issues with capturing credit card information at times from the client and processing it through our billing system Overall, Sertifi is a lot more beneficial for our organization.

Incentivized

• It has done what we got it for. It has made it much easier for our advisers to do business with clients in remote areas.
• It has significantly reduced the time that it used to take to open a new account.

Incentivized

• Able to more quickly close deals, spend less time on sales reps hounding people to pay.

Incentivized