DocuSign enables financial services institutions (FSIs) to modernize operations with secure, compliant digital agreements. By integrating eSignature, CLM, identity verification, notary, and monitoring tools, FSIs streamline account openings, loans, and customer service while meeting evolving compliance and security demands. The platform supports self-service and personalized experiences, improves efficiency, reduces costs, and enhances fraud protection. Top institutions like M&T Bank and Santander report major time and cost savings. With 400+ integrations, DocuSign simplifies agreement workflows, driving digital transformation across the customer lifecycle.

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