Digitizing Financial Services Agreements
Digitizing Financial Services Agreements

Business is changing faster than ever. Organizations of all sizes are evolving at light speed
to meet the demands of the new business landscape. Today's financial services leaders are
building solutions to new challenges; even for the most agile teams, it's an uncomfortably
rapid shift.
One of the takeaways that companies around the world are realizing together is that,
even with employees in new places and business agreements making an abrupt digital
transformation, work can still get done. There will be a point in time when physical
offices are utilized again and people around the world are healthy and safe, but the
way that business is done will never go back to how it was at the dawn of the decade.
There's a process shift that's happening to make every part of a workflow-especially
agreements-more digital and flexible.
At DocuSign, we've had conversations with banking and lending leaders at the cutting
edge of the digital transformations. We've heard stories about new challenges, successful
adaptations and shifting visions of what's possible in daily workflows. The changes
that are being made now are more than temporary one-off patches, they're permanent
improvements to make operations more efficient. We're seeing the roots of a digital-first
workspace. Let's dive into the way financial services organizations can digitally transform
day-to-day work.
In times of economic crisis and uncertainty, financial institutions don't have room for error.
Customers can't afford to wait for new workflows to be built or physical branch locations
to be reopened. Here are some permanent process improvements that DocuSign is
enabling for modern financial institutions.