Financial Services

Bank-Grade Security. Consumer-Grade Speed.

Streamline loan origination, wealth management onboarding, and compliance documentation with a platform built for strict regulatory environments. Delayed document insight increases regulatory exposure.

Financial advisor reviewing paper documents with a client at a sunlit office table

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.

Standard

Encrypted Infrastructure

AES-256 at rest, TLS 1.2+ in transit

Audit
AICPA SOC 2 Type II compliance badge

SOC 2 Type II

Independently audited 13 August 2026

Statute

ESIGN / UETA

The federal and state law our signatures are built to satisfy

Readiness

HIPAA Ready

Safeguards to support HIPAA compliance; BAA available on request

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
Financial Services Benefits Illustration

Common Use Cases

How financial services organizations use Propper.

Loan origination
Account opening
Investment agreements
Regulatory filings

Ready to Transform Your Document Workflow?

See where your document process is creating unnecessary cost and how Propper helps eliminate it.