This document discusses how digital solutions like DocuSign can help financial services companies overcome challenges in accelerating revenues, improving customer experience, enabling mobile transactions, streamlining operations, and strengthening compliance. It provides an overview of the agenda which includes a DocuSign demo and panel discussion. Data shows each transaction costs around £18 on average to process manually. DocuSign has delivered value for banking customers through faster onboarding, reduced turnaround times, improved customer experience, and meeting audit requirements. The presentation concludes with a demo and panel discussion on this topic.

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

2. Agenda
DocuSign
in
Financial
Services
Financial
Services
Demo
Panel
1
2
3

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.

4. Mandatory
Disclosures
Audit
trails
Account
Statements
Policy
changes
NDAs
AML
check
Wire
Transfers
Account
Openings
Investor
QuesFonnaire
Change
of
Beneficiary

5. 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

6. Lessons
Learned
From
Customers
Slow
and
Costly
Opera3ons
Regulatory
Risk
and
Compliance
Viola3ons
Prohibi3ve
and
Error
Prone
Experience

7. 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

8. 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

9. 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

10. Industry-­‐Leading
Partner
Ecosystem:
Insurance
and
Financial
Services
GLOBAL
STANDARD

11. Financial
Service
Customers
Are
Helping
Build
Global
Trust

12. Demo

13. Video

14. Panel

15. Manager
Simon
Rose
Grant
Thornton
Global
Digital
Marke3ng
Manager
Aladdin
Elalfy
Afex
Financial
Services
Lead
Bruce
McKee
Microsob
UK