Banking on a better customer experience DocuSign for Financial Services

Like most industries, the Financial Services sector has had to adapt to a changing customer landscape. With more channels and choices than ever before, customer-centric businesses must provide an engaging experience that fosters loyalty and a strong connection to their brand. DocuSign and Salesforce helps manage and deliver that experience.

Join Traction on Demand & DocuSign for a webinar that focuses on how applications such as Salesforce and DocuSign can be leveraged to build a better customer experience in the financial services industry. We’ll share industry trends and demonstrate how a Canadian lending institution has leveraged both DocuSign and Salesforce to scale their business and revenue with an online self-service community.

What you’ll learn:

  • How to leverage the DocuSign platform for more than just e-signature
  • How DocuSign reduces security concerns around financial contracting and services
  • How DocuSign and Salesforce work together to provide a seamless self-service financial lending experience.
  • We will also provide a live demonstration of how a growing Canadian lending institution is leveraging DocuSign and Salesforce to automate and enhance their customer experience.