Digitize finance processes and improve customer experience

Penneo helps companies in the finance industry automate client-facing processes, so they can provide their customers with an end-to-end digital interaction.

  • This field is for validation purposes and should be left unchanged.
Digital signature for the finance industry

We know that the finance sector is a competitive one and that digital transformation is paving the way forward. But not everyone might know where to start.

At Penneo, we help finance companies everywhere embrace digitization and use it proactively to improve customer interactions. Because we understand that good customer experience goes a long way in gaining competitive advantage.

500+ finance companies trust Penneo

Miranova logo
PreSeed Ventures logo
Fleggaard Leasing
Sergel Group logo
Bankpartner logo
BMC Leasing logo
Breinholt Flexleasing logo
Danleasing logo
Difko logo
First Lease logo
FOCUS flex leasing logo
Nordania Leasing logo
Nord Leasing logo
Autolease logo
Kredinor logo
Arvato - Bertelsmann logo

Streamline the customer journey

Client identification & onboarding
  • Compliant KYC process
  • Secure web forms
  • Security assessments
Document transactions & workflows
  • Custom signing flows
  • Progress status and reminders
  • Audit trail
Document storage & management
  • Document and data encryption
  • Automatic data deletion
  • High security and compliance

Helping the finance industry automate processes across different business areas

Personal Banking

Many banking transactions have moved from face-to-face interactions to digital-only operations and customers expect it by default these days. By automating your customer-facing transactions, you will both save time and provide a better experience for your clients.
Banking

Client onboarding

Loan & mortgage agreements

Web forms

Read more

Business Banking

Help your clients achieve their goals. We automate manual processes from client onboarding to document transactions, so you can spend your time finding personalized solutions to your clients' needs and business situations.

Business banking

Client onboarding

Board & company documents

Web forms

Read more

Insurance

Spend your time advising your clients on the best insurance opportunities instead of running around printing and scanning documents. With Penneo, you free up time spent on manual labour and create more value for your clients instead.

Client onboarding

Insurance policy agreements

Web forms

Read more

Pension

Help your customers secure their future by advising them on the pension schemes and risk levels most suitable to their circumstances and leave the manual work to us. With Penneo, you can automate administrative tasks and focus on your customers' needs instead.
Pension

Client onboarding

Pension schemes agreements

Web forms

Read more

Debt Collection

Give your clients a fast and efficient debt collection process by digitizing document transactions and signing processes. A smooth experience can help your clients retain and return to their previous relationship with their end-customers.

Debt collection

Client onboarding

Voluntary settlements

Repayment agreements

Read more

Leasing

Provide your customers with the best deal and an effortless experience. With Penneo you can streamline the leasing process, from the first customer interaction to the signed offer. You'll increase efficiency, save time, and improve customer satisfaction.

Client onboarding

Leasing offers

Web forms

Read more
Client onboarding
Loan & mortgage agreements
Web forms

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.

Loan & mortgage agreements

Taking a loan or a mortgage can be an overwhelming process for your customers - make the experience smoother by offering the possibility of signing all documents digitally with Penneo. It's easier, faster, and more secure.

Web forms

Collect customer data and gather permissions in a secure and compliant way. Digitize the customer interaction and get rid of manual work. Neither of you will have to worry about printing, signing, and scanning documents again.
Web forms

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.
Web forms

Loan & mortgage agreements

Taking a loan or a mortgage can be an overwhelming process for your customers - make the experience smoother by offering the possibility of signing all documents digitally with Penneo. It's easier, faster, and more secure.
Web forms

Web forms

Collect customer data and gather permissions in a secure and compliant way. Digitize the customer interaction and get rid of manual work. Neither of you will have to worry about printing, signing, and scanning documents again.
Client onboarding
Board& company documents
Web forms

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.

Board & company documents

In certain situations, time is of the essence. Make sure you, your clients, and their board can sign important documentation in an easy, fast, and compliant way. With Penneo, you get exactly that.

Web forms

Collect customer data and gather permissions in a secure and compliant way. Digitize the customer interaction and get rid of manual work. Neither of you will have to worry about printing, signing, and scanning documents again.

Web forms

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.
Web forms

Board & company documents

In certain situations, time is of the essence. Make sure you, your clients, and their board can sign important documentation in an easy, fast, and compliant way. With Penneo, you get exactly that.

Web forms

Web forms

Collect customer data and gather permissions in a secure and compliant way. Digitize the customer interaction and get rid of manual work. Neither of you will have to worry about printing, signing, and scanning documents again.

Client onboarding
Insurance policy agreements
Web forms

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.

Insurance policy agreements

House insurance, car insurance, life insurance - you name it! Signing agreements digitally with Penneo is much easier, faster, and convenient. Both you and your customers can avoid the hassle of paperwork and sign multiple documents in one go.

Web forms

Collect customer data and gather permissions in a secure and compliant way. With our web forms, you can be sure to capture consent and make it easy and convenient for your customers to provide you with any needed information.

Web forms

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.

Web forms

Insurance policy agreements

House insurance, car insurance, life insurance - you name it! Signing agreements digitally with Penneo is much easier, faster, and convenient. Both you and your customers can avoid the hassle of paperwork and sign multiple documents in one go.

Web forms

Web forms

Collect customer data and gather permissions in a secure and compliant way. With our web forms, you can be sure to capture consent and make it easy and convenient for your customers to provide you with any needed information.

Client onboarding
Pension scheme agreements
Web forms

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.

Pension scheme agreements

Whether private or corporate pension schemes, signing agreements with Penneo is much easier, faster, and convenient. Signing digitally can be done remotely or in-person - avoid the hassle of paperwork and sign multiple documents in one go.

Web forms

Collect customer data and gather permissions in a secure and compliant way. With our web forms, you can be sure to capture consent and make it easy and convenient for your customers to provide you with any needed information.

Web forms

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.
Web forms

Pension scheme agreements

Whether private or corporate pension schemes, signing agreements with Penneo is much easier, faster, and convenient. Signing digitally can be done remotely or in-person - avoid the hassle of paperwork and sign multiple documents in one go.

Web forms

Web forms

Collect customer data and gather permissions in a secure and compliant way. With our web forms, you can be sure to capture consent and make it easy and convenient for your customers to provide you with any needed information.

Client onboarding
Voluntary settlement
Repayment agreements

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.

Voluntary settlement

Make life easier for everyone involved in what is already a sensitive process. Provide a smooth experience for the debtor and your client too by enabling them to review Icon and sign documents digitally via Penneo.

Repayment agreements

Handle confidential documents like repayment agreements in a secure and compliant way. With Penneo, you can achieve the highest level of security and rest assured that only the right persons can see and sign the intended documents.

Repayment agreements

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.

Repayment agreements

Voluntary settlement

Make life easier for everyone involved in what is already a sensitive process. Provide a smooth experience for the debtor and your client too by enabling them to review Icon and sign documents digitally via Penneo.

Repayment agreements

Repayment agreements

Handle confidential documents like repayment agreements in a secure and compliant way. With Penneo, you can achieve the highest level of security and rest assured that only the right persons can see and sign the intended documents.

Client onboarding
Leasing offers
Web forms

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.

Leasing offers

Make sure your leasing offers get signed. With Penneo, signing documents digitally is much easier, faster, and convenient. You can keep track of the documents' status and send reminders to customers who haven't signed.

Web forms

Collect customer data and gather permissions in a secure and compliant way. With our web forms, it's easy and convenient to collect missing data like banking information from your clients after they've signed the leasing offer.

Web forms

Client onboarding

Seamlessly and digitally onboard clients within the finance industry. Send an identification request and our solution will guide your clients through the document submission process - it's safe, efficient, and AML compliant.

Web forms

Leasing offers

Make sure your leasing offers get signed. With Penneo, signing documents digitally is much easier, faster, and convenient. You can keep track of the documents' status and send reminders to customers who haven't signed.

Web forms

Web forms

Collect customer data and gather permissions in a secure and compliant way. With our web forms, it's easy and convenient to collect missing data like banking information from your clients after they've signed the leasing offer.

Mie from Jyske Bank
"We chose Penneo due to the ability to bundle documents and because there is no limit on the number of signatories. We are very satisfied with both their support function and in fact our entire onboarding process, which has been a really good experience."
Mie from Jyske Bank

Jyske Bank optimizes signing processes with Penneo

Jyske Bank, the third largest bank on the Danish market, is actively embracing digitization in its daily business and has implemented Penneo to speed up processes and increase efficiency.

By implementing Penneo, Jyske Bank was able to:

Offer its business customers a modern experience by enabling them to sign documents digitally

Save time by automating manual tasks

Strengthen security & compliance when it comes to managing and storing documents

Increase efficiency & save costs

By moving away from paper-based transactions and automating your processes, you will increase productivity, save time, and reduce operational costs - while positively impacting the environment too!

We'll take care of the manual labor and you can focus on finding the best solutions to your clients' needs and improving the customer experience.

Efficiency
Security and compliance

Improve security & compliance

Penneo is built for security-conscious organizations within the finance industry. We are 3rd party certified at the highest security level, meaning that you can achieve the highest compliance level when storing and managing your documents via Penneo - and manage your internal compliance as well.

Penneo is compliant with several regulations like GDPR, eIDAS, and AML, and our KYC solution actively monitors the EU sanctions list so you don't have to.

Elevate customer experience

Provide your clients with the best service possible. With Penneo, your clients can securely identify themselves online and digitally sign documents at their convenience, from anywhere, and on any device.

Embrace the benefits of digital transformation and improve the way you interact with your customers by offering them a truly modern, digital experience.

Improved customer experience

Secure signing and identity authentication with eIDs via Penneo

At Penneo, we provide an efficient and secure solution that allows companies in the finance sector to manage digital transactions and document signing processes.

You can verify the identity of your customers in compliance with KYC and AML regulations, as well as manage other industry-specific security and compliance requirements when signing and managing documents digitally.

Automation

Automate recurring processes and save both time and costs while doing so. You can configure Penneo to fit your exact needs.

Progress overview
Automatic reminders
Routing scenarios & multi-signing

Progress overview

Keep better track of deadlines and your document transactions. Get the full overview of the documents' status, i.e. whether they're sent, signed or completed.

Automatic reminders

Schedule automatic reminders to make sure all documents get signed on time. You decide how often your customers should be reminded to sign.

Routing scenarios & multi-signing

Streamline the signature collection process with our automated document routing. Sign several documents at once with just one click.

Routing scenarios & multi-signing

Progress overview

Keep better track of deadlines and your document transactions. Get the full overview of the documents' status, i.e. whether they're sent, signed or completed.

Routing scenarios & multi-signing

Automatic reminders

Schedule automatic reminders to make sure all documents get signed on time. You decide how often your customers should be reminded to sign.

Routing scenarios & multi-signing

Routing scenarios & multi-signing

Streamline the signature collection process with our automated document routing. Sign several documents at once with just one click.

Self-service forms

Change the way you collect and distribute customer information. Use our forms to simplify and automate manual labor related to data collection.

Identify your customers

Gather needed customer identification information for your KYC process in a secure way. Our KYC solution enables you to automate the client onboarding process.

Collect customer information

Make it easy for your customers to give you the data you need. Use our form templates and set them up on your website, in an email or wherever your customers are.

Pre-populate forms

Pre-populate forms with information you already have on your customers and collect only what you need. You can distribute retrieved data into your workflows.

Identify your customers
Collect customer information
Pre-populate forms
Pre-populate forms

Identify your customers

Gather needed customer identification information for your KYC process in a secure way. Our KYC solution enables you to automate the client onboarding process.

Pre-populate forms

Collect customer information

Make it easy for your customers to give you the data you need. Use our form templates and set them up on your website, in an email or wherever your customers are.

Pre-populate forms

Pre-populate forms

Pre-populate forms with information you already have on your customers and collect only what you need. You can distribute retrieved data into your workflows.

  • This field is for validation purposes and should be left unchanged.

Need Help? Visit our FAQ or submit a request

Capterra logo
G2 logo

Find the package that fits your needs