On-Demand Webinar

Introducing DocuSign Transaction Rooms for Financial Services

Managing transactions that involve multiple parties, agreements and supporting documents can be a frustrating, time-consuming experience and negative customer experiences cause delays or even lost business. Banks, credit unions, asset management and wealth management firms that continue to use lengthy, manual processes create operational inefficiencies that translate to negative customer experiences, costly rework or even lost business.

View this on-demand webinar to learn how DocuSign Transaction Rooms for Financial Services brings advisors, clients and other stakeholders together in a secure digital space to complete agreements faster with a simplified, personalized client experience.

You will learn how DocuSign Transaction Rooms can help you:

  • Accelerate multi-document agreement processes: Get to “Yes” faster by coordinating agreement processes involving multiple documents and parties.
  • Simplify client experience – Seamlessly integrated with DocuSign Signature: Complete agreements faster while reducing the number of emails and notifications related to documents.
  • Control the entire process while maintaining transparency: Centralize, review and comment on financial documents in a secure digital space.

Featured Speaker:

  • Julianne Wu, Director, Product Management, DocuSign

 

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