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
Cooperative credit society membership
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 financial services agreements?
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.
Contract Lifecycle Management
Featured integrations for financial services
With 1,000+ prebuilt integrations to the tools your organisation uses every day, break down data silos and connect every step of your agreement process to work more efficiently.
Glyue for Docusign
extensionAppsby Sandbox BankingThis powerful tool streamlines operations by automating account maintenance tasks using form data.
eSignature for nCino
integrationsby nCinoDocusign and nCino’s Document Manager integration helps banks automate core lending processes with digitized agreements.
eSignature for Workday
integrationsby WorkdayTransform the agreement process by integrating Docusign eSignature into any core Workday business function.
Glyue for Docusign
eSignature for nCino
eSignature for Workday
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