An outdoor TV screen showing a stock price chart, with passersby on the sidewalk

Simplify transactions with seamlessly connected digital agreements

DocuSign for Banking & Financial Services

Deliver convenience to your customers

FinServ customers expect more. They want digital “paperwork” and a frictionless experience that’s fast and easy. Make doing business with your organization simple and painless. Offer a secure, mobile-friendly agreement process that captures and shares sensitive documents digitally.

The DocuSign Agreement Cloud for Financial Services can help you modernize your agreements to automate processes, accelerate turnaround times and digitize key financial documents.

The Agreement Cloud enables you to:

  • Digitize key financial agreements
  • Do business faster with less work
  • Eliminate manual processes
  • Streamline complex workflows 
  • Create a trusted, mobile-first experience

All of the top FinServ firms rely on us

Streamline agreements

Automate and digitize every transaction that involves an agreement to easily and accurately capture customer information.

Assess risks with AI

Make data-driven decisions quickly. Use AI-based contract analytics to extract insights from your agreements.

Increase compliance

Maintain a digital audit trail of all agreements with a tamper-evident certificate to ensure compliance with regulations like KYC/AML.
Arizona Federal customer applying for a loan with DocuSign.

Come to agreement faster with DocuSign

Learn how Arizona Federal Credit Union reduced loan processing times from hours to just a few minutes.
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DocuSign Agreement Cloud for Financial Services

The DocuSign Agreement Cloud for Financial Services is a platform for preparing, signing, acting on and managing your agreements. Use it with our 400+ integrations and our award-winning APIs to speed up transactions, streamline processes and deliver an amazing customer experience–all while maintaining security and compliance. Featured products include:

DocuSign eSignature

Securely and electronically send and sign new account, servicing, lending forms and more. Maintain a complete audit trail for every agreement.

DocuSign CLM

Manage the full agreement lifecycle from automated generation to real-time negotiation, and storage and search, for complex contracts like ISDA master agreements.

DocuSign Identify

Verify your signer’s identity for sensitive agreements such as new account openings and loan closings with ID verification, SMS Authentication or Knowledge-Based Authentication.

DocuSign Notary

Securely conduct remote online notarizations for establishing trusts, executing powers of attorney and more with DocuSign Notary.

DocuSign Insight

Intelligently uncover risks and opportunities across your agreements with AI-powered contract execution and analytics capabilities.

DocuSign Click

Capture consent for standard agreement terms with a single click.
Notary public using DocuSign Notary to electronically notarize a banking contract.

DocuSign Notary

DocuSign offers Remote Online Notarization with DocuSign Notary. Learn about the trusted way to remotely and electronically notarize agreements in this blog.

Featured integrations

Salesforce logo
Accelerate your sales contracts and other agreements without ever leaving Salesforce.
Microsoft logo
Send agreements and approvals for signing, directly from your Microsoft apps.
Oracle logo
Pair Oracle with DocuSign and streamline your workflow.
nCino logo
Simplify and accelerate lending with DocuSign and nCino.
Accenture Mortgage Cadence logo

Accenture Mortgage Cadence

Streamline mortgage closings with DocuSign Rooms and Accenture Mortgage Cadence.

Featured use cases

Account opening

  • Checking/savings accounts
  • Signature cards
  • Proof of identity
  • Consent forms
  • KYC

Lending

  • Loan/mortgage applications
  • eConsent
  • Loan estimate/waiver
  • Broker contracts
  • Underwriting documents

Customer Service

  • New deposit accounts
  • Address/beneficiary changes
  • Financial statements
  • Overdraft notifications
  • Transaction disputes
  • Terms of use forms
  • Tax forms

Audit and compliance

  • Capture consent
  • Regulation E
  • KYC

DocuSign empowers Finserv providers

Retail banks and lenders can:

  • Delight customers with mobile-friendly account opening and onboarding experiences
  • Securely and easily verify signer identity and validate account data
  • Ensure compliance with digital audit trails and certificates of completion

Commercial lenders can:

  • Gather required documentation efficiently and reduce manual re-entry of customer data
  • Streamline reviews, approvals and complex workflows with contract management tools
  • Efficiently store, search and track key documents across the lending lifecycle

Wealth management firms can:

  • Streamline client onboarding and preparation of investor agreements, custodian forms and compliance forms
  • Empower advisors and relationship managers with digital tools for updating client information
  • Reduce compliance risk with digital audit trails and workflow tools for managing changes to clauses

Corporate banking and capital market firms can:

  • Move with agility and speed when capturing client consent
  • Streamline workflows and easily route forms between internal parties and counterparties
  • Securely process, negotiate, and centrally store ISDA agreements and more trade confirmations

Customer Stories

DocuSign customer Santander UK transforms services with DocuSign.

39 PDFs became ONE e-form

Learn how Santander UK’s commercial and corporate services were transformed with DocuSign to efficiently provide financial services products to its customers.
DocuSign customer Kleberg Bank streamlines account openings with DocuSign Identify ID verification.

Approving PPP loans quickly

Using customer-centric technology, Kleberg Bank streamlined the account opening process and increased efficiencies with ID verification.
DocuSign customer Finemark onboards clients with one click.

75% time savings realized

Learn how DocuSign is helping Finemark onboard clients with one click and saving 75% of the prep time for trust documents.

DocuSign financial services resources

DocuSign’s Agreeable Banking whitepaper.

Whitepaper: Agreeable Banking

Learn how DocuSign is helping financial services organizations create permanent process improvements via digitization.
DocuSign Insight AI model for Financial Services whitepaper.

DocuSign Insight AI Model for Financial Services

Learn how DocuSign Insight provides powerful AI analysis of agreements to help you uncover organizational risks, obligations and opportunities.
DocuSign’s Accelerate Lending whitepaper.

Whitepaper: Accelerate Lending with the DocuSign Agreement Cloud

Learn how to improve efficiencies and streamline workflows with DocuSign.

Create a seamless and secure customer experience with the DocuSign Agreement Cloud for Financial Services

Contact us