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Investing: Retail

Investing: Retail

Video Witness API for Investing Retail and e Signatures

Overview

Contract Cloud helps investors and Financial Services firms avoid costly litigation and regulatory actions by incorporating video attestation into the investor application and disclosure process, increasing investor trust. Using video for application and investing agreements helps the investor and Financial Services Provider communicate more clearly and ensures the investor receives the appropriate disclosures and understands the terms of an investment. The patent-pending system ensures the video is authentic, while maintaining investor privacy and platform security.

Our customers use Contract Cloud to provide investor attestations surrounding signatures of virtual processes including:

  • Accredited investor representations
  • Acknowledgment of receipt and/or review of offering materials
  • Acknowledgment of receipt and/or review of risk disclosures
  • Attestations surrounding overconcentration of assets
  • Trade request acknowledgments
  • Alternative investment disclosures and acknowledgments

How do I implement Contract Cloud into my workflow?

For electronic investment platforms and/or e-disclosures, Contract Cloud’s application program interface (“API”) plugs into the Financial Service Provider’s (or its vendor’s) workflow at any point where an investor makes one of the above listed attestations. The scripts displayed to the investor through the API are curated by the Financial Services Provider to ensure compliance with regulators and to communicate all adequate terms and disclosures to the investor.

Contract Cloud can also be used as a stand-alone app in circumstances where the investor’s attestations or acknowledgments are done in traditional paper processes. The Financial Service Provider simply needs to download Contract Cloud’s app to their representatives’ iPads. The Financial Services Provider manages scripts for the investor through a secure web-portal.

In both API and App products, the recordings are securely uploaded and stored by Contract Cloud’s patent-pending system. The recordings are managed, sorted and retrievable at anytime.

Demand a better method of contracting, prevent unnecessary disputes, and increase investor trust. Contract Cloud is beyond a signature; it is your video witness.

 

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