Docusign for Financial Services
Modernize customer experiences with intelligent agreements
Transform account opening, servicing, and lending into seamless and more secure customer experiences—powered by the industry’s most trusted agreement platform.*
Accelerate account opening and maintenance workflows
- Drive operational efficiency and reduce NIGO rates
Leverage agreement workflows and pre-filled forms that integrate seamlessly into your tech stack, imaging systems, and core banking system, minimizing rework and duplicative data entry by your team or customers.
- Delight customers and boost conversion rates
Create scalable, best-in-class agreement experiences for account opening and maintenance requests across mobile and web using interactive forms, integrated identity verification, and frictionless compliance workflows.
- Support robust compliance protocols and protect against fraud
Use a trusted, agile platform that helps meet the industry’s leading security standards for customer verification (KYC) and audit trails for disclosure delivery.
How do financial services institutions use Docusign?
The Docusign IAM platform empowers banks, credit unions, and other financial institutions to make every agreement an opportunity to deepen customer relationships, streamline operations, and conduct robust fraud prevention.
By leveraging a platform that streamlines account opening and maintenance workflows, institutions can create trusted, financial journeys for every customer.
- Banking automation for account opening and lending
Deposit account open applications
Credit union memberships
Auto loan applications
KYC automated compliance support
Credit card and loan applications
Form pre-fill, data verification, & NIGO rate reduction
Read & write capabilities with core banking systems
Completed document routing to storage
- Banking automation for account maintenance and servicing
ACH and wire transfers
Change of name, address, beneficiary
Form pre-fill, data verification, and NIGO rate reduction
Read and write capabilities with core banking systems
Completed document routing to storage
- Wealth management automation for client onboarding
Retail investor onboarding forms
KYC automated compliance support
Retail investor onboarding forms
NIGO rate reduction
Asset transfer forms
Completed document routing to storage
Ready to modernize your processes?
How customers modernize agreements with Docusign
Explore More Customer Stories
Read the Full StorySantander UK Expedites Onboarding with Docusign Agreement Cloud- 97%Reduction in number of forms used across products
- 83%Reduction in time taken for new customers to open account
Read the Full StoryFineMark Bank Adds Speed and Ease to its Operations and Client Experience with Docusign
- 97%Reduction in number of forms used across products
- 83%Reduction in time taken for new customers to open account
- 97%Reduction in number of forms used across products
- 83%Reduction in time taken for new customers to open account
IAM for financial services
Automate the entire agreement lifecycle to provide a more streamlined customer experience that integrates to your core systems and supports KYC compliance.
Create
• Initiate account opening or account changes online
• Balance customer experiences and fraud prevention with integrated KYC and notary services
• Generate dynamic agreement forms
Commit
• Use intuitive eSignature on virtually any device
• Minimize NIGO rates with pre-filled forms and real-time data verification
• Track tasks and request customer documents with centralized workspaces
Manage
• Automatically route agreements to your third-party repository
• Write back new data to your core banking systems
• Generate an audit trail for compliance checks
Additional products for financial services
Contract Lifecycle Management
ApplicationsManage contracts better with document generation, collaboration tools, automated workflows, and a searchable repository.Notary
CapabilitiesUpload documents, verify ID, notarize electronically or connect with a live notary online instantly.
Contract Lifecycle Management
Notary
Featured integrations for financial services
With 1,000+ prebuilt integrations to the tools your organization uses every day, break down data silos and connect every step of your agreement process to work more efficiently.
Salesforce for Docusign
Extension AppsBy DocusignRun agreement processes from wherever your workflows need to exist, while keeping Salesforce up to date and accurate.
Docusign for Workday
IntegrationsBy WorkdayTransform the agreement process by integrating Docusign eSignature into any core Workday business function.
eSignature for ServiceNow
IntegrationsBy ServiceNowStreamline and automate your agreement workflows — all within one unified experience platform.
Salesforce for Docusign
Docusign for Workday
eSignature for ServiceNow
Docusign for financial services FAQs
Docusign supports KYC compliance with capabilities for customers to snap a picture of their government ID, pre-fill their information, and complete verifications as a trusted, seamless part of the signing experience. Learn more here.
Docusign Iris is the AI engine that powers AI features across the entire agreement lifecycle. Purpose-built for agreements, Iris uses fine-tuned AI models to deliver value for both advisors with faster agreement prep time, and their clients to help them better understand their agreements. Learn more about Docusign Iris here.
Docusign helps to streamline agreement forms for tasks like client onboarding, financial asset management, and more by reducing manual paperwork and NIGO errors. Digital, pre-filled forms are seamless to use on any device, and integrate directly with CRMs and custodian networks – allowing advisors to focus more time on growing client portfolios.
Docusign transforms static agreements into catalysts for enhanced customer experiences, streamlined operations, and proactive fraud prevention. With 1,000+ active partner integrations, Docusign seamlessly connects and embeds modern agreements directly into the tools you use today – whether it’s your core banking system, CRM, or WORM-compliant storage solutions – easing compliance burdens and streamlining the entire agreement lifecycle.
Ready to operate more efficiently and deliver modern customer experiences?
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Footnote: Source: Newsweek, Most Trustworthy Companies in America 2024 & 2025, Software & Telecommunications category