Verify My Signature is a U.S.-based company operating across the United States and Europe. It plays a vital role in protecting the integrity of securities transfers for banks, brokerages, and transfer agents.

As fraud and identity risks become increasingly sophisticated, Verify My Signature provides a trusted third-party guarantee for the transfer of securities, and in some cases, cash. When a stockholder decides to transfer ownership of securities, the transfer agent — who typically doesn’t know either party — requires assurance that the transaction is legitimate.

Verify My Signature steps in as that trusted intermediary. The company verifies the ownership and authorization of the stockholder, guarantees the validity of signatures, and issues a bond equivalent to the value of the transaction to protect the transfer agent.

Before partnering with Twistellar, Verify My Signature had already invested heavily in advanced third-party verification tools such as Plaid for identity checks and DocuSign for secure digital signatures. The Client’s mission is to ensure confidence and security in every transfer — even in an era of deepfakes and digital fraud — by combining robust verification processes with cutting-edge technology.

Verify My Signature provides securities transfer protection — safeguarding financial institutions and individuals from fraud while ensuring that legitimate transfers are executed quickly and securely.

Verify My Signature faced growing operational strain as business volume increased.

The company used to rely on manual, spreadsheet-driven processes to manage securities transfer requests, leading to inefficiencies, delayed response times, and increased risk of human error.

Customer data and document handling were fragmented across multiple third-party tools, making it difficult to maintain visibility and ensure process consistency.

A lack of in-house technical expertise made it challenging to translate business needs into system requirements and adopt new technology effectively.

As the company scaled rapidly, these challenges hindered service speed, transparency, and the ability to deliver a smooth client experience in a compliance-sensitive industry.

Twistellar implemented Salesforce Sales Cloud as a centralized platform to manage requests and automate workflows.

A custom Salesforce web-to-lead form was embedded into Verify My Signature’s website, allowing its clients to submit requests and attach documents securely.

Integration with Plaid enabled seamless financial data verification, while automated processes improved accuracy and reduced turnaround time.

Twistellar’s consultative approach helped bridge technical gaps, translating complex system logic into clear, business-friendly language.

Objectives: Optimize request management, enable digital submissions, automate workflows, enhance data accuracy, improve financial verification, and process efficiency.

Deliverables: Configured Sales Cloud, custom embedded web form, Plaid integration, automation setup.

Following Twistellar’s implementation of the Sales Cloud QuickStart Package and a custom Salesforce web-to-lead form embedded into the Verify My Signature website, the company achieved significant process improvements.

The new form now allows the Client’s customers to securely submit requests and attach required documents directly online, with all data automatically flowing into Salesforce.

Through the configured integration with Plaid and a set of tailored automations, manual effort in processing transfer requests was drastically reduced.

According to the Client, the results have been “incredible” — the team now processes cases twice as fast as before, saving substantial time and minimizing human error.

Even while continuing to handle a few exceptional cases manually, the overall efficiency and transparency of operations have greatly improved.

The company is now collecting feedback for the next phase of enhancements, building on a solid and scalable Salesforce foundation delivered by Twistellar.