iTech Software Integrates e-Signature to Streamline CRM Compliance
iTech Software has embedded e-Signature functionality into its CRM platform, accelerating KYC verification for brokers and traders. The upgrade eliminates manual document handling, allowing electronic signatures directly within trading workflows. Brokers can now push compliance documents to clients for instant e-signing, while traders execute agreements without leaving the platform.
The feature targets operational friction in client onboarding—a persistent bottleneck in financial services. By digitizing signature workflows, iTech reduces approval times from days to minutes. Early adopters report 30% faster onboarding completion rates.
This development reflects broader fintech trends toward embedded compliance solutions. As regulators intensify scrutiny on identity verification, tools like e-Signature help firms balance audit requirements with user experience.
