VectorViewer
Financial Services

Account opening and disclosures, generated and signed at scale

Financial institutions use the suite to speed up loan and account applications, generate required disclosures, and keep the audit trail examiners expect — deployable as SaaS or inside your own private cloud.

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Account_Disclosure.pdf
StatusApproved
45%
faster account opening
12M+
disclosures generated
SOC 2
compliant infrastructure
Relevant Products

Built for how Financial Services teams work

Generate statements & disclosures

Produce account disclosures and statements on demand, cutting the manual work behind loan and account applications.

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E-sign account opening documents

Let clients view, fill, sign, and submit account and loan paperwork from any device, with a full audit trail behind every signature.

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Review & redact sensitive records

Open large financial documents in seconds, redact sensitive account details, and leave no digital footprint of client data behind.

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How It Works

From application to a compliant, signed record

1

Applicant completes a fillable form

A loan or account application is filled out and validated against your business rules in real time.

2

Disclosures generate automatically

VectorGen produces the required disclosures directly from the application data, with no manual assembly.

3

Application and disclosures are signed

Every document is signed and archived with the audit trail examiners expect.

Industries

Built for document-heavy industries

InsuranceFinancial ServicesLegalHealthcareGovernmentRetirement SystemsEducationReal EstateHR & Payroll
FAQ

Questions about Financial Services

Can we generate account disclosures on demand?

VectorGen produces statements and disclosures directly from your account data through the API, ready to deliver at account opening or on a set schedule.

Are e-signed account documents compliant for examiners?

Every signature collected through VectorSign includes signer authentication and a full audit trail, which is what examiners expect to see.

Can we control who inside the institution can view sensitive records?

VectorViewer's role-based permissions restrict viewing, annotation, and export by user role, so access maps to how your institution is actually organized.

Does the suite support Know Your Customer (KYC) style verification steps?

VectorForms' business rules can require supporting documents or an added verification step before an application counts as complete.

See the suite built for Financial Services.

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