Financial services

Completion rates drive business results, because an agreement only creates value once it's signed. Customers who switched to Docusign reported higher and faster completion rates compared to their previous provider. For teams that send agreements at volume, a 13 percentage point increase can have a significant impact on financial performance.

Docusign Workspaces simplifies transactions that involve multiple people and steps by centralizing all agreements in a secure, collaborative hub. Customers receive clear instructions about where and when to find the documents they need to sign in the correct order for a better customer experience.

Banks face challenges in operational efficiency, providing personalized experiences, managing compliance, and mitigating fraud risk. Docusign offers a secure, automated solution to replace high-friction account-opening processes, improving customer satisfaction, reducing errors, and accelerating time to revenue.

Financial institutions struggle to meet complex Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance requirements without creating a clunky onboarding experience that drives up customer abandonment rates. Docusign seamlessly embeds these critical compliance steps into a smooth, efficient digital workflow, resulting in reduced risk, lower costs, and a better overall customer experience.

 In 2025, Docusign expanded its tailored identity verification solutions across key global markets while addressing region-specific regulatory requirements.

Transform account servicing requests with the Docusign IAM platform. Provide clients with smooth online experiences by eliminating paper or PDF forms and empowering agents to prioritize high-value customer experiences. Automate data flow and compliance with seamless data interoperability across all your legacy systems.