Multi-system integration
Connect with core wealth-management, dual-recording and document-management systems across mixed technology environments.
Solutions
Smart outlet case study
15.6-inch Signature & Dual-Recording for Wealth Management
A unified customer-facing terminal brings document review, electronic signature, identity verification, voice and video recording into the regulated wealth-management workflow.
01
Background
The context
Finance and insurance paperless solution
Smart bank outlets handle complex wealth-management agreements, risk disclosures, KYC documents and recorded customer confirmations. A paper workflow fragments these steps across separate documents and devices.
The Haveways approach consolidates signature capture and dual-recording functions at the customer desk, creating a consistent interaction that can be deployed across a branch network.
02
Challenges
What the workflow must solve
Built around real operating constraints
Dual-recording compliance
Synchronize camera and microphone recordings with each signing event and the document being confirmed.
High transaction throughput
Maintain stable continuous operation at busy counters where downtime affects customers and compliance.
Customer usability
Present long and complex documents clearly to customers with different levels of digital familiarity.
Regulatory audit trail
Record time, device, branch, operator, network and biometric signature information for every transaction.
Large-document preview
Display multi-page agreements and risk disclosures legibly without relying on paper copies.
03
Solution
Haveways approach
Hardware and software designed as one system
One integrated terminal
The YF156K replaces separate signature, fingerprint, recording and identity-peripheral workflows with one coordinated customer interface.
Signature + voice + video
Haveways SDK synchronizes signature events with the associated recording and document, creating a verifiable transaction package.
Designed for customer counters
A 15.6-inch Full HD display, pen input, multi-touch and an adjustable stand make long documents easier to review and sign.
Software
Haveways SDK — The software bridge
Haveways SDK connects signature capture and biometric data with document and recording systems. Windows, Linux and Android libraries support real-time rendering, event synchronization and certificate-based document binding.
SDK & drivers
04
Product overview
Recommended hardware
Products used in this solution
The YF156K is configured as the customer-facing wealth-management terminal, with a large Full HD display, pressure-sensitive EMR pen, capacitive touch, adjustable stand and optional camera and voice modules.
05
Applications
Where it works
One solution, multiple workflows
Wealth-management agreements
Review and sign purchase agreements, risk questionnaires and product prospectuses directly on the 15.6-inch screen.
Account opening & KYC
Complete application forms and identity acknowledgements with signature and optional fingerprint verification.
Dual-recording compliance
Link the signature event with synchronized video and audio for regulated product sales.
Risk disclosures
Present mandatory investment and insurance-linked disclosures and bind the signed copy to the customer record.
Cross-branch standardization
Use a consistent device, configuration and support process across the outlet network.
Visual counter services
Support remote or assisted customer interactions while retaining a complete signed and recorded audit package.
06
Benefits
Operational value
A clearer, faster paperless process
Paperless wealth management
Remove repeated printing, scanning and physical archival from document-heavy transactions.
Recording automation
Synchronize signatures with voice and video instead of reconciling separate systems manually.
Audit readiness
Keep the document, signature, identity and recording references in one traceable record.
Faster customer flow
One device and one guided process reduce handoffs during document confirmation.
Simpler IT operations
Standard hardware and fewer counter peripherals reduce deployment and maintenance complexity.
Premium counter experience
A clear Full HD display and compact adjustable form factor create a more professional customer interaction.
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