Lumin for financial services
Automated document workflows for finance teams
Standardize and streamline how agreements are prepared, approved and executed.
Trusted by over 100M professionals worldwide
One workflow, from first draft to signed
Agreements ready in moments
Build your standard loan agreements, client onboarding forms and disclosures once as reusable templates, then pull client details straight from your CRM or other system. Quicker to send and right the first time.
Reach signing-ready faster
Review, edit and mark up PDFs and other documents with your team in real time, so they reach signing-ready without stalling in email threads or getting lost across versions.
Sign, track and close
Send loan and account documents for legally binding eSignatures and follow each one to completion from one place, with a full audit trail so you always know where every client agreement stands.
Why financial services teams choose Lumin
Financial services teams manage high volumes of sensitive documents under tight timelines and close oversight. Lumin reduces the manual effort in these workflows, helping teams move faster while maintaining accuracy and control.
Cut turnaround times
Complete client onboarding, review and signing in a fraction of the time, reducing delays and bringing new business on board sooner.
Reduce errors & rework
Standardized, pre-approved documents lower the risk of mistakes reaching clients and the time spent correcting them.
Work without disruption
Documents remain in the systems and storage your organization already uses, with no migration and no new environment to secure.
Quick deployment
Get your team working in Lumin quickly, with setup measured in days, not months.
Modernizing document workflows in banking & beyond
See how teams everywhere modernize their document workflows with Lumin.
Lumin gives us great efficiency that we didn't have before.”
60+
Mins saved per employee daily
100%
Increase in efficiency
The whole experience of onboarding clients is fast and easy.”
1 hour
Client onboarding, down from a week
90%
Time saved on agreements
The difference with Lumin is night and day. It's so simple.”
30 sec
Signing time, down from 45 minutes
1 week
Implementation of Lumin Sign API integration
Lumin gives us great efficiency that we didn't have before.”
60+
Mins saved per employee daily
100%
Increase in efficiency
The whole experience of onboarding clients is fast and easy.”
1 hour
Client onboarding, down from a week
90%
Time saved on agreements
The difference with Lumin is night and day. It's so simple.”
30 sec
Signing time, down from 45 minutes
1 week
Implementation of Lumin Sign API integration
Secure digital agreements with verified identity
Financial services is the number one target for identity fraud, hit more often than any other industry, and AI-generated signatures and deepfakes are making attacks harder to catch.
Verified Digital Signing adds an identity check to the signing step, so you can confirm signers are who they say they are before an agreement is finalized.
80% of financial services organizations experienced identity fraud in the last 12 months.
Source: Digital identity in business
Powerful integrations for flexible workflows
Extend your document workflows with connections to the apps your team already uses, powerful APIs to build signing into your own systems, and direct links to your cloud storage.
Enterprise-level security
Reduce risk with security built for organizations that can't afford to get it wrong. Lumin holds industry-accepted certifications, meets current compliance standards and regulations, and encrypts every document in storage and in transit.
Three out of five Fortune 500 companies use Lumin
Ready to modernize your document workflow?
Book a tailored demo, or talk with a product specialist to explore what Lumin can do for your team.
