Financial Services Firms Use DocuSign CLM To Accelerate Contract Processes While Limiting Risk Exposure

Operating in a highly regulated industry, leaders of financial services organizations must enforce contract workflows and transparency in their organization-wide contract obligations. However, many of these leaders struggle with inefficient contract processes that increase their organizations’ workloads while potentially delaying revenue. They must also deal with the difficulty of tracking a high number of contracts and the content of these contracts, limiting the visibility of enforceable contract provisions and increasing risk exposure.

To better understand the benefits, costs, and risks associated with DocuSign Contract Lifecycle Management (CLM), DocuSign commissioned Forrester Consulting to interview decision-makers from five organizations with experience using the solution and conduct a Total Economic Impact™ (TEI) study. This abstract will focus on the financial services industry, its use of DocuSign CLM, and the value of the platform to organizations.