Bank-Grade Security. Consumer-Grade Speed.
Challenges We Solve
Common obstacles organizations face in financial services.
The Compliance Trap
Financial services face strict regulations around document retention, customer consent, and data protection.
Slow Customer Onboarding
Customers expect digital-first experiences but many processes still require paper signatures.
Data Security Vulnerabilities
Missing signatures, incomplete disclosures, and lost documents create significant legal and financial risk.
Compliance & Regulatory
Meeting the compliance requirements of financial services.
SOC 2 Type II
Independently audited security controls
GDPR
EU data protection compliance
ESIGN / UETA
Electronic signature compliance
CCPA
California privacy law compliant
Benefits for Financial Services
How Propper helps financial services organizations succeed in a digital-first world.
- Reduce loan closing time by up to 80%
- Complete audit trails for every document
- Secure customer data with encryption
- Automated compliance checks and workflows
- Integration with core banking systems
- Mobile-friendly customer experiences
Common Use Cases
How financial services organizations use Propper.
Powered by Propper
The Propper platform components that power this solution.
Fabrik defines how agreements move through your organization, reducing manual coordination, follow ups, and approval delays. This reduces approval delays and the labor cost of managing exceptions.
Sign keeps execution inside the same workflow, eliminating the need for separate signing tools and reducing processing overhead. This removes the need for separate signing software and associated licensing costs.
Click captures policy and terms acceptance with a verifiable record, removing manual tracking and compliance risk. This eliminates manual compliance tracking and reduces policy enforcement overhead.
Locker uses proprietary AI to store, search, and reference agreements, turning documents into structured data that supports reporting and dashboards. This turns agreements into usable data, reducing reporting effort and enabling cost visibility through dashboards.
Ready to Transform Your Document Workflow?
See where your agreement process is creating unnecessary cost and how Propper helps eliminate it.