White Papers

Digitizing the Bank

People’s lives online—both at home and at work—are rapidly changing their expectations for their banking relationships. For financial services institutions, such as banks and credit unions, this means updating systems, processes and strategy to interact digitally with consumers in a way that’s convenient, intuitive, fast and personalized. This kind of consumer experience is more essential than ever given growing evidence that they are switching to financial institutions that allow them to interact digitally at the branch and on the go.

Read the brief to get best practices and expert advice from SEFCU, one of the 50 largest credit unions in the U.S, on how they went from their first electronic signature to fully digital workflows using DocuSign.

You will learn how to:

  • Increase convenience and enhance the client experience
  • Reduce transaction times from days to minutes
  • Deliver competitive differentiation

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