Best Practices in Lending: Accelerate Time to Revenue and Improve Customer Satisfaction with Electronic Signatures

 

Going paperless is a strategic imperative for lending institutions today, but many struggle to provide a compelling customer experience in a world of mobile devices and an ever-shifting regulatory landscape.

View this on-demand best practices webinar and learn how banks and credit unions large and small are currently use DocuSign to streamline a variety of lending processes including commercial and consumer loan applications, new account openings, loan repackaging and securitization, account changes, internal compliance processes and much more.

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DocuSign Saves Costs, Avoids Errors, and Salvages Lost Loans for Firstmark CU

Learn how DocuSign helped Firstmark Credit Union shorten the average auto loan application-to-funding time by more than 50%, captured about 20% of abandoned loans due to delays and frustrations, and reduced loan processing labor costs by nearly $8,000 per month at company headquarters alone—and even more at field locations.

How Royal Credit Union Aligns Business and Customer Needs with DocuSign

Serving more than 140,000 members, Royal Credit Union (RCU) is a member-owned, not-for-profit financial cooperative comprised of 24 branches in western Wisconsin and eastern Minnesota.

Read the case study and learn how regulatory changes such as the Truth in Lending Act (Regulation Z) led RCU to use DocuSign’s eSignature solution to:

  • Close 70% of loans within one day

  • Decrease in-person errors by 97% to near zero

  • Increase member satisfaction

Best Practices in Wealth Management: Accelerate Time to Assets Under Management

Wealth Management firms today must be easy to do business with, both for customers and brokers. Implementing electronic signatures with DocuSign can significantly improve your customers’ experience while dramatically reducing time to revenue, cutting costs, and seamlessly integrating with back-end systems.

Learn how DocuSign can be used to streamline a broad array of wealth management use cases, including new account openings, advisor onboarding, transfers of assets, account change forms, and IRA and 401k rollovers.

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Warrantech Streamlines Contract Execution with DocuSign

Warrantech is a subsidiary of AmTrust Financial Services, a multinational property and casualty holding company. Warrantech provides extended service plans and warranty programs for retailers, dealers, distributors, and manufacturers in a variety of consumer and automotive markets. They company's products are developed with the customer in mind, with a goal of increasing profitability, enhancing market differentiation, and building long-term relationships. Implementing DocuSign, Warrantech successfully eliminated human error, automated processes and created greater convenience for customers with a centralized point for documents.

Streamline Account Openings and Turnaround Documents in Minutes with DocuSign’s Electronic Signature Solution

Do you want to stop wasting your time with inefficient processes and start closing transactions in minutes?

Electronic signatures will enable you to stay ahead of your competition and make it easy for your customers to do business with you.

Join this live session and you will learn how to improve your client experience by giving your customers a way to complete documents anywhere, anytime, on any internet connected device.

Attend our complimentary webinar and discover how to:

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Innovative Ways to Close More Loans and Enhance Your Customer Experience

To meet the demands of today's web-savvy consumers, banks and credit unions need innovative, easy-to-use tools to compete effectively while capturing higher loan volume.

If you want to give your customers a faster & easier way to complete and sign loans online, utilizing modern solutions like electronic signatures is an increasingly must-have approach to stay relevant in the highly competitive banking & lending industry.

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