Keeping  Business  Digital  in  Financial  Services  Dan  Voss,  Enterprise  Account  Execu3ve  –  DocuSign  Europe  

Agenda  

DocuSign  in  Financial  Services  

Financial  Services  Demo  

Panel  

1  

2  

3  

Our  Understanding  of  Key  Challenges  

We  need  to  accelerate  our  revenues.  

We  need  to  improve  our  customers’  experience.  

We  need  to  transact  via  mobile.  

We  need  to  streamline  our  operaFons.  

We  need  to  strengthen  oversight  &  compliance.  

Mandatory  Disclosures  Audit  trails   Account  

Statements  

Policy  changes  

NDAs  

AML  check  

Wire  Transfers  

Account  Openings  

Investor  QuesFonnaire  

Change  of  Beneficiary  

ImplementaFon  Speed  

ROI  

Slow   Fast  

High  

Low  

Audit  sign-­‐off  

IRA/401k  rollovers  

Compliance  processes  

Account  change/maintenance  

Loan  repackaging/securi3za3on  

Purchase  orders  

Contracts  

Expense  repor3ng  

LeLer  of  credit  applica3on  

Stop  payment  requests  

Loan  applica3ons  

Transfer  of  assets  

Disclosures  

New  account  opening  

NDAs  Employee    on/off  boarding  

Credit  reports  

IT  asset  tracking  

Change  of  address/beneficiary  

Wire  transfers  

PorRolio  Based  Approach  for  Customer  Success:    Financial  Services  

Lessons  Learned  From  Customers  

Slow  and  Costly  Opera3ons  

Regulatory  Risk  and  Compliance  

Viola3ons  

Prohibi3ve  and  Error  Prone  Experience  

The  Real  Cost  of  Every  TransacFon  

THE  REAL  COST  OF  EVERY  TRANSACTION  

PrinFng  

DistribuFon  

Document  CreaFon  

PreparaFon  

Manage  Status  

Process  Documents  

IT  

PrinFng  

DistribuFon  

Document  CreaFon  

PreparaFon  

Manage  Status  

Process  Documents  

LEGAL  

PrinFng  

DistribuFon  

Document  CreaFon  

PreparaFon  

Manage  Status  

Process  Documents  

HR  

PrinFng  

DistribuFon  

Document  CreaFon  

PreparaFon  

Manage  Status  

Process  Documents  

PROCUREMENT  

PrinFng  

DistribuFon  

Document  CreaFon  

PreparaFon  

Manage  Status  

Process  Documents  

SALES  

£18  per  TransacFon  

Company  Size   Transac3on  (Avg  Annual)  

£1B+  

£500MM  –  £1B  

£100MM  –  £500MM  

<  £100MM  

1.5MM  

500K  

100K  

20K  

Costs  (Annual)  

£27MM  

£1.8MM  

£360K  

OrganizaFon  Wide  Costs  Cost  per  Transac3on  

£18  

£18  

£18  

£18  

x  

x  

x  

x  

=  

=  

=  

=  

The  Real  Cost  of  Every  TransacFon  

THE  REAL  COST  OF  EVERY  TRANSACTION  

£9MM  

Delivered  Value  for  Banking  Customers  

•  Accelerated  onboarding  and  account  openings  

•  Significant  reduc3on  in  turnaround  3me  and  NIGO  

•  "DocuSigning  is  a  much  faster,  beLer  experience  for  our  customers.”  

•  50,000  envelopes  per  month  

•  Reduced  call  volume  by  75%  

•  Met  100%  of  internal  audit  requirements  

•  Slashed  wire  approval  and  processing  3me  from  hours  to  minutes  

ROI   Customer  Experience   Compliance  

Industry-­‐Leading  Partner  Ecosystem:    Insurance  and  Financial  Services  

GLOBAL  STANDARD  

Financial  Service  Customers  Are  Helping  Build  Global  Trust  

Demo  

Video

Panel

Manager  

Simon   Rose

Grant  Thornton  

Global  Digital  Marke3ng  Manager  

Aladdin Elalfy

Afex  

Financial  Services  Lead  

Bruce McKee

Microsob  UK