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Docusign for Financial Services

Modernize financial services with digital agreements

Many of the most important moments in financial services rely on agreements, from opening an account to securing a loan or transferring wealth. Streamline these processes with digital agreements & deliver smarter, easier, and trusted experiences to customers.

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Advance your goals

  • Delight customers and optimize experiences

    Meet your customers where they are with frictionless, multi-channel signing experiences.

    Read Solution Brief
  • Bolster security and compliance efforts

    Securely scale digital agreements with tools for enhanced control, KYC/AML support and record-keeping.

    Read Solution Brief
  • Accelerate and automate processes

    Simplify document workflows and seamlessly integrate digital agreements into your other systems.

    Learn About CLM+
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How you can use Docusign

Docusign solutions help accelerate key business processes for all types of financial institutions:

  • Retail banks and lenders

  • Commercial and corporate banking groups

  • Wealth and asset management firms

  • Non-bank lenders

  • Retail account opening

    Streamline onboarding paperwork and KYC/AML compliance with electronic signing and embedded identity verification.

    Explore KYC/AML and Onboarding
  • Retail lending

    Book interest revenue faster with simplified applications, remote online notarization and electronic vaulting.

  • Commercial financing

    Eliminate tedious document preparation and reviews with workflow tools and integrations.

  • Branch services

    Uplevel in-branch experiences with seamless signing on both bank-owned and customer devices.

  • Treasury management

    Onboard business customers faster with streamlined document generation, review, and negotiations of services agreements.

  • QFCs and trading agreements

    Simplify review and negotiations of ISDA documentation and reduce data processing costs.

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How FineMark saved hours and improved their workflows

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How financial services organizations use Docusign

  • Santander

    Expedited account openings for commercial customers by 83%

    "If we remove 30% of the time required to negotiate and execute a loan...that time gets channeled back into customer relationships."

    Jonathan Holman

    Jonathan Holman

    Head of Digital Transformation

  • Trustmark

    Reduced service turnaround time by 3 days.

    "We needed a solution with great integration capabilities, and [Docusign CLM] had that."

    Josh Laird

    Vice President of Retail Administration

  • Visions Federal Credit Union

    2x faster turnaround on agreements

  • Washington State Employees Credit Union

    100+ paper forms transformed into digital workflows

    "We wanted to create a safe and easy experience for members, and Docusign helped us do that."

    Tyler Baccus

    Digital Systems Analyst

  • Vestwell

    > 90% faster contract completion and 200 hours of manual labor saved monthly

  • GreenStone Farm Credit Services

    Zero rekeying of data in loan documents

    "We’ve digitized the whole lending process, which saves time and money, reduces risk and gets funds to our members faster."

    Steve Junglas

    Steve Junglas

    EVP & Chief Information Officer

  • Merriman Partners

    75% increase in borrowers sending back signed packets

    "If you use Docusign to send out a document, it’s going to come back error-free."

    Scott Rothman

    Client Service Manager

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eSignature for financial services

Securely send and sign agreements from virtually anywhere and any device while maintaining a detailed audit trail.

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Additional Docusign products for financial services

  • Identify

    Protect access to agreements with enhanced methods for authentication and verification.

  • Notary

    Notarize documents remotely and electronically via a secure audio-visual session.

  • CLM

    Accelerate contracting with tools supporting document generation, negotiation, storage and analytics.

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Blog Post

6 Financial Services Trends to Watch

Learn about six trends shaping digital transformation priorities in financial services today and where digital agreements fit in.

Industry Brief

Accelerate Time to Revenue with Smarter Contract Management

Learn how you can drive permanent process improvements at your financial services organization.

Experience it for yourself

Make your business faster, simpler and more cost-efficient with electronic agreements.

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Our team would love to help you find the perfect fit of products and solutions.