2015Financial Services Conference

• Tech Adoption• Home Office Benefits• Free passes• Las Vegas-October 7-8

The Flow

Data Forms e-Signatures

ECM/Workflow

Leverage Data

Data Forms e-Signatures

ECM/Workflow

New Front End Integrations

Laser App Updates

Data Forms e-Signatures

ECM/Workflow

Forms by the Numbers

• 32 New Product Carriers• 425 Product Carriers in total• 33,210 Forms (average 5.35 pages)• 49% of all forms are insurance/annuity• A page is updated every 3 minutes

24/7/365

Updated Reports

Active Forms ListBetter Icons, reorder forms, add/remove forms

Test Forms

Dynamic Barcode InsertionDocument pages or trailer page

QR Code, Code 39, Code 93, UPC-A, ITF, Code 128

Smarter Forms• Make the forms work for you

Smarter Forms

Value Range

Smarter Forms

Character Ranges

Smarter Forms

-Required Fields-Custom Field Names-20+ Field formats

Smarter Forms• Text Length • Numeric Range• Text Recognition-Lock/Require• If/then logic• Custom field names• Field level formatting• Required fields

Feature Matching• E-Sign capabilities• STP processes• Integrations

Enterprise 11-Q4

Forms Wizard

33,210 Forms

Magic

5

Custom Forms

E-Signatures

Data Forms e-Signatures

ECM/Workflow

Generic Enhancements• 117 Companies now e-sign enabled• All e-sign integrations enhanced• Reposting• Simplified UI• Retail Model• Transaction ID• Role based signing-in progress• Date/Time stamp-in progress

Off the shelf e-signing

CRM Forms E-sign Home Office

Advanced e-signing

CRM Forms Home Office E-Sign

Repost Signing

CRM Forms Home Office E-Sign

Authentication Comparison

Doc

usig

n

Sign

ix

Sila

nis

Echo

sign

KBA

SMS

Phone

Access Code

Challenge ?’s

Multi-Layer

Web Identity

Yes Yes Yes Yes

No

No

No

No

Yes

Yes

Yes

Yes

No

No

No

No

No No

Yes

No

Yes

Yes

Yes

No

Yes

No

No

Yes

Feature Comparison

Doc

usig

n

Sign

ix

Sila

nis

Echo

sign

Initial Changes

Editable Forms

Routing Order

In Person Signing

Send E-sign ID

Email Subject

Email Body

Yes No No No

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

Yes

Yes

Yes Yes

Yes

Yes

No

Yes

No

Yes

No

Yes

Yes

Yes

Workflow

Data Forms e-Signatures

ECM/Workflow

Dynamic Barcode InsertionDocument pages or trailer page

QR Code, Code 39, Code 93, UPC-A, ITF, Code 128

Sending Data

Anywhere…

Recap

Data Forms e-Signatures

ECM/Workflow