©2014. All Rights Reserved AND HOW TO AVOID THEM Pem Guerry Executive Vice President x COMMON E-SIGNATURE PITFALLS

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©2014. All Rights Reserved

AND HOW TO AVOID THEM

Pem Guerry

Executive Vice President

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COMMON E-SIGNATURE PITFALLS

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WHY USE DIGITAL SIGNATURES?

Clients can sign online

on any device, anytime

Process guides clients to ensure all fields

and signatures are completed

Clients can rest easy knowing each

signature is legally defensible

Advisors can send and track

documents from any device

No more time wasted tracking

down clients to fix mistakes

Detailed legal evidence protects advisors

from legal disputes

Faster onboarding process means

firms get revenue faster

Low to zero NIGO rate increases firm’s

efficiency and savings

SEC/FINRA-compliant signatures protect

your firm from fines

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POWERFUL INTEGRATIONS

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Ignoring the Importance of Legal Evidence

#1PITFALL

People often challenge transactions at the signature level.

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INCONSISTENT SIGNATURE COUNT

Only one signature shown in signature panel. Which signature does it represent?

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1 2

3 4

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CONSISTENT SIGNATURE COUNT

1 2

3 4

Audit Trail

1

2

3

4

1

2

3

4

PDF Document

PDF Reader Signature Panel

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Misunderstanding Tamper Protection

#2PITFALL

Documents must be protected against tampering throughout the signing process—not just at the end!

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INCOMPLETE TAMPER PROTECTION

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DOCUMENTS MUST BE PROTECTED IN TRANSIT

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Overlooking Long-Term Impact

#3PITFALL

The impact of signed documents can last for years and can even be passed from generation to generation.

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The right stress test is to assume your SaaS or on-premises vendor disappears and see what you have to take to court.”

ARE YOU LOCKED IN?

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EACH DIGITAL SIGNATURE IS:

• Embedded in PDF

• Tamper-Evident

• Based on standards

• Verifiable off-line, without SIGNiX.com

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MITIGATE RISK WITH EVIDENCE

• Every step tracked

• Rich metadata for each event

• Granular details

• Superior evidence

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SUSTAINABLE DIGITAL SIGNATURES

Independently Verifiable

Signatures & PDFs based on standards.

Know Who’s Signing Multi-factor authentication

proves identity.

Tamper-Evident Signatures

Detect all changes to signed documents.

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THANKS! Address1203 Carter StreetChattanooga, TN 37402

Phone423-305-7041

Email – Pem [email protected]

@signixsolutions

SIGNiXDigitalSignatures

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