Streamline Banking and Financial Services with MSB


Using outdated paper-based processes in an increasingly digital world delays banking and financial processes; leaving you behind the competition.

Digitizing application, approval and processing functions optimizes both time and resources. With MSB in your toolkit, you will have a competitive edge in the financial industry.

Making banking fast, easy & digital

  • Account openings and maintenance
  • Deposit applications and withdrawals
  • Authorization hold
  • Debit and credit card applications
  • Loan application, disbursal and closing
  • Mortgage pre-approval, application, disbursal and closing
  • Safe deposit boxes application and assignment
  • Disclosure delivery
  • Registered investment transfers
  • Mutual funds purchase, sale and allotment
  • Change of address
  • Change of beneficiary
  • Delegation of authority
  • Stop payment requests
  • Term sheet signing and processing
  • KYC
  • Credit reports
  • Compliance processes

MSB Advantages

msb advantages
msb advantages
msb advantages

MSB Salient Features

Legal & Compliant

Compliant with regulatory and industry standards such as ISO 27001, GDPR, EU-US Privacy Shield, SSAE 16, UETA, FDA 21 CFR Part 11, EMA, India IT Act 2000 and HIPAA.

Smart Templates

Use our simple, customizable and ready-to-use templates to prepare your documents in just a few clicks–whether it’s an approval, merchant onboarding or any agreement.

Defining & Executing Workflows

Simple and intuitive workflow tools help our users to create workflows seamlessly, improving the efficiency and productivity of the document lifecycle.

Bulk Operations

MSB is capable of executing bulk operations (sending documents for bulk signing, for instance) in one go while eliminating obstacles that hamper productivity.

Mobile Friendly

Compatible with all devices and platforms. Prepare, send and track from most devices.

Personalized On-Demand Training

MSB offers special on-demand training sessions through webinars or in person.

Advanced Verification

Aadhar, OTP, visual and biometric-based 3rd party signer identification and authentication.

Document Upload Via Cloud Storage Services

You can upload documents using Google Drive, Dropbox or OneDrive.

Tamper Proof

Once signed with MSB, the documents cannot be forged or tampered with.

Fully Customizable

Add/edit custom features that suit your business best.

Robust APIs

Our system is readily compatible to integrate with your ERM and MIS systems.

Custom Signatures

Select, add and save custom signatures and logos to your templates.

Multiple Actions

Sign, review, reject, approve or delegate.

Audit Trail

Every step of the document lifecycle is recorded.

Hybrid Signature Solution

Digital and electronic signing available.

24X7 Support

Reach out via email, phone and online chat.

Find out how MSB can benefit your organization

Request a Demo

[hubspot type=form portal=3313530 id=461f9f77-fa47-445e-8963-947b41ee2a59]

take the first step msb