Case Study
MAHINDRA & MAHINDRA FINANCIAL SERVICES LIMITED
Mahindra Finance is a leading financial services provider in India, focused on offering tailored financial solutions to rural and semi-urban markets. With an extensive customer base and numerous financial transactions, streamlining their document signing process was a key priority for efficiency and compliance.
Challenge: Before implementing a digital solution, Mahindra Finance relied on a manual process for signing tax invoices. Each invoice generated by their Lead Management Software (LMS) was manually signed using a DSC (Digital Signature Certificate) Token. This time-consuming process required individual attention for every document, delaying overall workflow and increasing the risk of human error.
Solution: To address these inefficiencies, Mahindra Finance implemented the Turbo eSigner API provided by Shiva Infotech, automating their entire document signing process.
Process After Implementing Turbo eSigner:
After generating Tax invoices from Lead Management Software (LMS) then Turbo eSigner API automatically digitally signs unsigned documents. The signed invoices are stored on the server, where authorized users can access the folders, review the documents, and send them to clients as needed.
Outcome: With the implementation of Turbo eSigner, Mahindra Finance has fully automated its invoice signing process. From the generation of tax invoices to their digital signing, the process is now streamlined and efficient. This automation has not only eliminated the need for manual intervention but has also reduced the turnaround time for document processing, improving overall workflow and ensuring regulatory compliance.
Conclusion: By adopting the Turbo eSigner API, Mahindra Finance has transformed its document workflow, achieving a faster, more accurate, and automated solution. This upgrade enhances their ability to serve clients more efficiently while maintaining the highest standards of document security and compliance.