Learning Paths to Transform Agreements in Financial Services
DocuSign University’s learning paths for both users and admins enable financial services-specific agreement transformation.
FineMark Spends Less Time on Document Management, More on Customer Service
A modern bank needs to be as mobile and nimble as its clients.
Santander UK’s digital onboarding and loan fulfillment rivals digital-first banks
No one said digital transformation would be easy, but overhauling more than a decade of inefficient manual processes in banking is an extraordinary feat.
Capturing Consent for Consumer Financing and Leasing Applications
The “I agree” button on clickwrap agreements seems pretty straightforward--all customers need to do is click a button or check a box to express consent.
Five Best Practices for Digitizing Customer Onboarding
Digitizing the customer onboarding process can help drive competitive advantage in banking.
Improving Small Business Loan Applications with DocuSign
Digital infrastructure can connect the processes and documents involved in small business loan processing, for faster and more efficient submissions.
How to Simplify Online Identity Verification
A fully digital ID verification tool automates the identity verification process and, in turn, saves you time and money during onboarding.
Why KYC Compliance Doesn’t Have to Ruin the Customer Experience
Simplifiy three key aspects of KYC without requiring customers to leave the digital signing and agreement process when they open a new account.