We’ve all heard the trends and stats: companies that rank highly on digital maturity outperform their competition, achieving 13% higher revenue and 19% higher market valuation. But as financial services leaders well know, it’s not about going digital for the sake of digital that drives these results. It’s about transforming how you engage with your clients; it’s about making doing business with you faster, easier, and more delightful.
The head of IT strategy for a leading bank explained that even though DocuSign was already helping them transform their business, “We need to go beyond signature to differentiate and simplify the entire client experience,”
It is clear customers, many banks, credit unions, wealth management, and private equity firms feel the same way. Critical agreement processes, such as new account openings, client onboarding, and commercial lending involve lots of people, documents and stages.
Preparing and coordinating across all of those different factors can be a nightmare; it’s slow and costly, not to mention a disjointed client experience. Where’s the latest version of the contract? What’s the status of the deal? Why is everything taking so long?
The solution is to bring all these people together in a secure digital space where they can coordinate, centralize, and ultimately complete critical transactions faster. That’s why we’re so excited to introduce DocuSign Transaction Rooms for Financial Services.
Take a look!