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Stop Managing Documents. Start Orchestrating Data.

Docusign Intelligent Agreement Management (IAM) helps financial services companies across Asia and ANZ automate agreement workflows, slashing operational costs, reducing fraud, and delivering the seamless, secure experience that wins and retains clients.

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Elevate Your Customer Journey From Acquisition to Servicing with IAM.

Simplify processes, personalise experiences, improve compliance

Docusign customer journey chart

Trusted by 1.7M+ customers and leading financial institutions across APAC

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Your agreement process is costing your clients

Your clients expect seamless, personalised digital experiences. But legacy processes, manual data entry, and siloed systems create friction that costs you business.

63% of customers are willing to switch to a competitor due to just one bad experience. *
61% of consumers expect personalised service to drive loyalty.**
50% of your APAC peers streamline for growth. Your slow, manual agreement process is sending clients straight to faster competitors.†
$688B lost by APAC to fraud in 2024. Are you among the 67%5 of banks failing to embed security into your transformation?‡

One Platform. Unmatched Trust. Built for Financial Services.

Docusign IAM is more than eSignature. We are the trusted, end-to-end platform for your entire agreement process.

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    Unmatched Ecosystem

    Accelerate time-to-value with 1000+ pre-built integrations including Singpass, IAM Smart and IDVerse. Connect seamlessly to core banking systems, LOS, CRMs and storage with robust APIs for any custom need.

  • Spark icon
    Purpose-built Agreement AI

    Docusign Iris AI is training on billions of real-world agreements. Our modular, non-code tools and intelligent repository are built to solve any challenges during the agreement lifecycle.

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Create

Digitise your services

Whether it’s an account opening, mortgage application or a new insurance policy, generate complex, error-free agreements instantly that pre-fill data from your core systems.

  • Web Forms - Reducing NIGO (Not In Good Order) rates and accelerating completion rates.

  • Agreement Preparation - Pull client data from your internal or CRM systems to generate polished, error-free  agreements

Commit

Enterprise-Grade Security with Local Relevance

Balance friction with fraud protection. Verify signer identity in seconds using the trusted government IDs and digital frameworks.

  • Identify - Expedite KYC/AML processes with Singpass, iAM Smart, IDVerse and many other integrations.

  • Audit Trail - Track your document through every step of the process. Docusign eSignature

  • Workspaces - Centralise multi-party wealth transfers or commercial lending deals in a secure, shared digital space.

Manage

Reduce operational risk. Increase productivity.

How organisations use Docusign

Resources

Learn more about Docusign helping financial services companies automate agreement workflows.

Ready to transform your client experience?

See firsthand how Docusign IAM can help you automate workflows, reduce risk, and deliver the world-class, personalised service to your clients in Asia Pacific.

  • 1. Customer onboarding

    2. Loan processing

    3. Customer Servicing

    - Address change

    - Beneficiary change

    - FX transfer

    4. Portfolio allocation

    5. Compliance

    - KYC

    - AML

    - W8-BEN

  • 1. Account opening

    2. Alternative investment subscription

    3. Loan Application & Origination

    4. Recurring transactions (Daily cash rec, Daily PM Trade/ Portfolio sign off, Monthly NAV approval, Monthly statements, Quarterly letters, etc.)

    5. Fund Accounting agreements

    6. Customer Due Diligence (CDD)

    7. Regulatory Filings and Reporting 

    8. Fund Administration agreements

    9. Global markets documentation agreements

  • 1. Agent onboarding

    2. Claims processing

    3. New policy sales

    4. Clerical changes (name, address, ownership change, add policy request)

  • 1. Client onboarding via broker

    2. Mortgage and home loan applications

    3. Streamline Insurance policy applications with customers

    4. Broker-client consent forms and authority

Just starting your research?

Download our latest whitepaper, "Driving Loyalty and Growth in Financial Services Through Seamless Customer Experiences.”

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