Same high-performance CRM platform, quicker KYC checks and higher approval rates with e-Signature.
iTech Software introduces e-Signature, a new CRM functionality that speeds up KYC verification checks for brokers and traders. This platform upgrade aligns with the company’s mission to empower brokers with agile back-office solutions. This capability is fully integrated with iCRM and the back-office system, accelerating onboarding and KYC compliance processes and streamlining compliance management.
In the long term, it helps brokers save time and resources on automatable compliance tasks, allowing them to focus more on growth, as they can keep traders engaged for longer. In turn, traders will enjoy a smoother onboarding experience and seize opportunities much faster.
Improved speed at a pen’s stroke
Thanks to the e-Signature upgrade, traders can now electronically sign documents before uploading them to their profile. They can do so even while trading, as this feature allows them to sign their verification documents without having to navigate out of the trading platform or print or scan documents.
Similarly, brokers can upload documents they generate to the CRM and let their clients sign them electronically. Once a document is generated, traders are able to review it directly in the trading platform and e-sign it with a simple button press. All the documents e-signed by traders are automatically uploaded to the CRM.
For faster processing, an automated field recognition feature has been added to the platform. This feature enables text recognition in KYC documents and text-to-text conversion in the back-office system. This means that when traders upload their ID documents, the system can recognise text and render it as text in the back office for compliance teams.
The e-signature upgrade follows a stack of notable improvements, including multicurrency accounts functionality, savings accounts, and asset bundles launched earlier in the year.
The innovation and its immediate benefits
Improved KYC verification and fully automated data handling for brokers and clients are only some of the core benefits associated with the newly introduced e-signature features. By eliminating human intervention, the online signature functionality significantly improves the onboarding speed. Processes that used to take hours or even days in some cases are now completed in seconds.
For brokers, this level of automation simplifies workflows and reduces the risk of potential human errors associated with manual processes. An integral part of the automated KYC compliance module of iTech’s CRM, the sleek online signature functionality improves efficiency while offering traders a smoother onboarding experience.
“Traders demand speed and efficiency. In the background, brokers are faced with the challenge of balancing strict AML requirements and creating an environment that is responsive and provides swift connection to the financial markets. With the introduction of electronic signature capabilities, our White Label platform meets these demands,” said an iTech Software spokesperson.
Meet iTech Software at Affiliate World Asia 2025
To mark the launch of this new feature and showcase its advanced White Label solution to the general public, iTech Software announces its attendance at Affiliate World Asia 2025 in Bangkok. Scheduled to take place between 3 and 4 December, the event is not only the largest tradeshow and conference dedicated to performance marketers, but it is also the perfect opportunity to network and become familiar with the latest technologies.
If you’re attending this year’s event, don’t miss the chance to pre-book your meeting with the iTech Software team and secure a time slot for a free platform demonstration on site.
