How Unit Finance Keeps Their Brand Compliant, Consistent, and Fully Automated
The Challenge
Unit Finance operates as a bridge between banks and businesses, which means every outbound email carries the weight of regulatory scrutiny and financial credibility. Before WiseStamp, getting a new employee a proper email signature meant a new ticket for the already-burdened design team, and then trusting the individual to set it up correctly in Gmail. Not only that, but Marketing required an email signature solution for campaign emails. With the growing needs, limited resources, and zero margin for brand inconsistency, the process was unsustainable.
The Outcome
WiseStamp replaced a fragmented, manual signature process with a fully centralized, automated system that requires no ongoing IT intervention. Brand consistency is now enforced across all 200 employees without a single support ticket. And for a company that functions like a bank, WiseStamp’s SOC 2 Type 2 compliance meant it cleared the security bar without hesitation.
Now all the friction between IT and design and the end user is gone. Everything is automatic. Which is exactly what I needed.
Head of IT, Unit Finance
From Compliance Checkbox to Brand Infrastructure: How Unit Finance Chose WiseStamp
Unit Finance is a market leading fintech company, operating at the intersection of banking infrastructure and software. Its platform serves as an API bridge connecting banks with SaaS providers and SMBs across the United States, offering embedded financial services including lending, payments, and bill pay. Their global team operates across countries, departments, and high-stakes external relationships with bank partners, enterprise clients, and vertical SaaS providers.
In that environment, every email is a brand touchpoint and a trust signal. When the IT team identified that employee signatures were inconsistent, slow to deploy, and impossible to update centrally, they went looking for a solution that could meet both their operational and compliance standards. WiseStamp delivered on both.
Enterprise-Grade Security For an Enterprise-Grade Financial Solution
For Unit Finance, adopting any new software is not a casual decision. As a company that bridges banking infrastructure, it holds itself to financial-sector compliance standards. Before committing to WiseStamp, the Head of IT needed to verify that the platform met the regulatory requirements that come with operating in that space.
WiseStamp’s SOC 2 Type 2 certification, trusted by a roster of established enterprise customers, provided the reassurance needed to move forward quickly and confidently. There was no lengthy procurement battle, no security red flags, and no need for legal to pump the brakes.
Once I saw that WiseStamp was compliant with SOC 2 Type 2, and had all the security requirements we needed, I was convinced.
Head of IT, Unit Finance
Automation That Frees a Busy IT Team
Unit Finance’s lean IT team manages the entire global infrastructure. There is no room for processes that require manual touchpoints, repeated follow-ups, or per-employee configuration.
Before WiseStamp, onboarding a new hire meant coordinating between the employee, the design team, and Gmail settings, with no guarantee of consistent results. WiseStamp eliminated that chain entirely. New employees are onboarded automatically, email signatures are deployed centrally, and updates happen without involving IT at all.
Integrating with WiseStamp was fast and simple. Now I have an automatic system for our email signatures that I can trust.
Head of IT, Unit Finance
One Platform, Two Problems Solved
The push for an email signature solution at Unit Finance came from two directions at once.
The operations side needed centralized control to eliminate the chaotic, manual process that left signatures inconsistent and out of date.
The marketing side needed a platform to run email banner campaigns without relying on IT for every update. Rather than sourcing two separate tools, the Head of IT went looking for a single solution that could satisfy both. WiseStamp answered both requests out of the box, giving IT the control and automation it needed while handing marketing the campaign flexibility it had been asking for. Finding one platform that could serve both functions was the deciding factor.