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.
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
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
Client onboarding
Loan & mortgage agreements
Web forms
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.
Client onboarding
Board & company documents
Web forms
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
Pension
Client onboarding
Pension schemes agreements
Web forms
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.
Client onboarding
Voluntary settlements
Repayment agreements
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
Client onboarding
Loan & mortgage agreements
Web forms
Client onboarding
Loan & mortgage agreements
Web forms
Client onboarding
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.
Client onboarding
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.
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.
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.
Client onboarding
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.
Client onboarding
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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
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.
