Learning Paths to Transform Agreements in Financial Services

From opening a bank account to securing a loan to transferring wealth, agreements are everywhere in the financial services industry. However, most processes and systems to manage these agreements are not only manual and paper-based, but needlessly slow and costly for employees and customers.

That’s why learning plays such a critical role in your success with DocuSign. DocuSign University’s learning paths for both users and admins enable financial services-specific agreement transformation and will help accelerate deployment and adoption for your organization.

1. Get to know your DocuSign account

Before jumping right into industry-specific enablement, you’ll first want to watch our quick 2-minute account tour video and access valuable resources within our DocuSign eSignature Admin onboarding guide to get acquainted with your account. Not an admin? We recommend starting with our new user onboarding guide to learn more about your specific first steps.

2. Explore industry learning paths

Whether you’re an admin or an end-user, our DocuSign for Financial Services learning path of self-paced courses is foundational to your adoption. Through these courses, you will build deep industry expertise to help your organization deploy new use cases and expand into other areas of your business to drive impact and ROI. Content covers DocuSign Identify, Print Driver, PowerForms, Bulk Send, and more!

3. Deepen your Agreement Cloud skills

Continue to build expertise with deep-dive courses and hands-on training with a live DocuSign University instructor. New agreements and use cases in financial services pop up seemingly every day. Help your organization stay ahead of industry changes by building deep skills in these key areas:

4. Become a specialist

Whether you choose to take advantage of self-paced learning or fast-track your learning journey with deep-dive courses, you can earn digital badges and show off your depth of knowledge by passing any one of a number of specialist exams through the DocuSign Expertise Recognition Program.

5. Integrate everywhere

As you look to expand beyond simple eSignature solutions, exploring vertical, departmental, and functionality-specific content on the Knowledge Market will help your organization identify other areas for agreement transformation. From industry and departmental playbooks to best practices for using specific features such as Bulk Send, you’ll find valuable resources that will help you unlock capabilities and extend the power of the platform to transform agreements in other areas of your business.  

Now that you know the impacts of continued learning and all the ways in which you can build your DocuSign knowledge, sign up and/or log in to your DocuSign University account today!

Already a DocuSign Customer? Log into the DocuSign Knowledge Market and download our Financial Services Learning Path Guide.

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