Digitize Account Opening and Onboarding with DocuSign

To keep up with technology advances and customer expectations, financial institutions are streamlining key processes, especially account openings. Customers increasingly prefer digital transactions and financial institutions that don’t provide that option will find it harder and more expensive to attract and retain customers.

This eBook lays out the steps necessary to reimagine account opening in a digital environment. By using DocuSign tools custom created for specific parts of that process, financial institutions can streamline information collection, identity verification, customer agreement and approval routing.