Analyst Reports

The State Of Systems Of Agreement, 2021: A Spotlight On Financial Services And Insurance

Over the past year, digital agreement processes have become essential for financial industry organizations around the world. The sudden shift to remote work illuminated and amplified inefficiencies at organizations that relied on manual tasks to complete contracts. On the other hand, businesses that embraced connected cloud tools to manage documents saw clear benefits and built a decisive competitive advantage.
For the third consecutive year, Forrester Consulting conducted research on behalf of DocuSign, combining quantitative surveys and qualitative interviews to study contract processes around the world. Here are some of the key findings from this year’s report:
  • The top drivers of digital transformation in financial services and insurance firms are improving customer experience, improving security and compliance and reducing costs.
  • Financial services and insurance organizations with mature digital agreement processes outperform lower-maturity laggards in a variety of ways
  • The more agreements an organization manages, the more it will benefit from modern automation improvements

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