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Docusign for Financial Services

Modernize financial services with digital agreements

Many of the most important moments in financial services rely on agreements, from opening an account to securing a loan or transferring wealth. Streamline these processes with digital agreements & deliver smarter, easier, and trusted experiences to customers.

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Advance your goals

  • Delight customers and optimize experiences

    Meet your customers where they are with frictionless, multi-channel signing experiences.

  • Bolster security and compliance efforts

    Securely scale digital agreements with tools for enhanced control, KYC/AML support and record-keeping.

  • Accelerate and automate processes

    Simplify document workflows and seamlessly integrate digital agreements into your other systems.

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How you can use Docusign

Docusign solutions help accelerate key business processes for all types of financial institutions:

  • Retail banks and lenders

  • Commercial and corporate banking groups

  • Wealth and asset management firms

  • Non-bank lenders

  • Retail account opening

    Streamline onboarding paperwork and KYC/AML compliance with electronic signing and embedded identity verification.

  • Retail lending

    Book interest revenue faster with simplified applications, remote online notarization and electronic vaulting.

  • Commercial financing

    Eliminate tedious document preparation and reviews with workflow tools and integrations.

  • Branch services

    Uplevel in-branch experiences with seamless signing on both bank-owned and customer devices.

  • Treasury management

    Onboard business customers faster with streamlined document generation, review, and negotiations of services agreements.

  • QFCs and trading agreements

    Simplify review and negotiations of ISDA documentation and reduce data processing costs.

  • Investor onboarding

    Deliver a single envelope onboarding experience that consolidates IMAs, disclosures, custodian forms and more.

  • Account servicing

    Delight customers with secure self-service for basic requests throughout their lifecycle.

  • Procurement

    Expedite third-party contract negotiations and leverage AI to assess risks.

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How FineMark saved hours and improved their workflows

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How financial services organizations use Docusign

Explore More Stories
  • Expedited account openings for commercial customers by 83%

    "If we remove 30% of the time required to negotiate and execute a loan...that time gets channeled back into customer relationships."

    Jonathan Holman
    Jonathan HolmanHead of Digital Transformation
  • Reduced service turnaround time by 3 days.

    "We needed a solution with great integration capabilities, and [Docusign CLM] had that."

    Josh LairdVice President of Retail Administration
  • 2x faster turnaround on agreements

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  • 100+ paper forms transformed into digital workflows

    "We wanted to create a safe and easy experience for members, and Docusign helped us do that."

    Tyler BaccusDigital Systems Analyst
  • > 90% faster contract completion and 200 hours of manual labor saved monthly

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  • Zero rekeying of data in loan documents

    "We’ve digitized the whole lending process, which saves time and money, reduces risk and gets funds to our members faster."

    Steve Junglas
    Steve JunglasEVP & Chief Information Officer
  • 75% increase in borrowers sending back signed packets

    "If you use Docusign to send out a document, it’s going to come back error-free."

    Scott RothmanClient Service Manager
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eSignature for financial services

Securely send and sign agreements from virtually anywhere and any device while maintaining a detailed audit trail.

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Additional Docusign products for financial services

  • Identify

    Protect access to agreements with enhanced methods for authentication and verification.

  • CLM

    Accelerate contracting with tools supporting document generation, negotiation, storage and analytics.

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Experience it for yourself

Make your business faster, simpler and more cost-efficient with electronic agreements.

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Our team would love to help you find the perfect fit of products and solutions.