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List of FIS Content Management Workflow SmartSign Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Commercial Bank of California Banking and Financial Services 320 $66M United States FIS Global FIS Content Management Workflow SmartSign Digital Signing 2020 n/a In 2020, Commercial Bank of California implemented FIS Content Management Workflow SmartSign to enable paperless account opening and remote signature capture as part of its customer onboarding and deposit origination processes. The deployment leveraged the Digital Signing capabilities of FIS Content Management Workflow SmartSign to consolidate signature capture, document routing, and audit trail functions into a single platform for retail account workflows. The implementation configured e signature workflows and document lifecycle controls to support paperless account opening and remote customer authentication, with automated routing for approvals and secure archival. FIS Content Management Workflow SmartSign was used to manage signature orchestration, document versioning, and compliance evidence consistent with typical Digital Signing functional patterns. The SmartSign installation was integrated with FIS HORIZON Deposit Origination to embed remote signature capture directly into deposit origination flows, enabling end to end onboarding tied to finance operations. Operational scope included customer onboarding, deposit origination in the bank s finance function, and downstream back office processing in the United States. Rollout was accelerated during 2020 and governance shifted toward electronic workflow controls and centralized signature policy enforcement to reduce manual handoffs. According to the FIS case study, the bank recorded nearly 50% asset growth over one year while streamlining back office workflows and improving operational efficiency.
Investar Holding Corporation Banking and Financial Services 336 $73M United States FIS Global FIS Content Management Workflow SmartSign Digital Signing 2020 n/a In 2020, Investar Holding Corporation implemented FIS Content Management Workflow SmartSign. The deployment used FIS Content Management Workflow SmartSign for the Digital Signing category to enable remote deposit account openings and streamline online banking customer onboarding across Investar's Louisiana, Texas and Alabama footprint. Configuration emphasized digital signature orchestration, document capture and audit trail capabilities, embedded signature workflows for account opening, and forms automation supporting retail banking processes. The implementation leveraged the FIS Content Management Workflow SmartSign application to provision e-signature workflows, consent capture, tamper-evident document storage, and authentication flow integration consistent with Digital Signing functional patterns. SmartSign was integrated with FIS Digital One to create an end-to-end remote account opening and online banking onboarding path, linking signature capture to account provisioning and customer records. Operational coverage included retail banking and customer onboarding teams across regional branches and online channels in Louisiana, Texas and Alabama, aligning front-end digital channels with back-office account setup processes. Governance actions standardized signature policies, automated routing and audit controls to support compliance and consistent onboarding workflows. According to the FIS client story, the combined Digital One and SmartSign deployment enabled remote account opening capabilities that helped Investar compete with larger banks and enhanced customer convenience and experience.
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