banking on a better customer experience docusign for financial services
TRANSCRIPT
Banking on a Better Customer ExperienceDocuSign & Salesforce for Financial ServicesAugust 19th, 2015
Today’s PresentersAndrew GeisseDirector of Product Marketing, Financial Services & Insurance
Kevin MurrayManager, Alliances
• Introduction to Traction on Demand• DocuSign for Financial Services• Enhancing the Power of DocuSign with
Salesforce (& Vice Versa)• Customer Success: Thinking Capital
Today’s Agenda
Traction on Demand 9 years experience implementing/developing the Salesforce
platform Largest dedicated Salesforce implementation partner in Canada First 500 certified on Salesforce.com 450+ customers, 1800+ projects & 300+ custom Force.com apps
developed One of seven members of the SFMC Global Partner Advisory
Council Largest group of certified Data.com consultants globally
Our Difference Experts in bending cloud technologies
White label service provider for Salesforce.com One of DocuSign’s top three finalists for Partner of the Year 2015 Salesforce Marketing Cloud award for fastest ramped partner (2014)
Traction for Good and referral fee program Fixed fees whenever possible Certified B Corporation
Only B Corp Certified Salesforce Cloud Alliance Partner in Canada
Top ten Best Place to Work in Canada in 2014 & 2015
Traction’s Customer Community
Banking on a Better Customer Experience
10+ Years ofContinuous Innovation
188 Countries“DocuSigned”
50M+ Users100K+ Customers50K+ Per Day
Account Openings
Lease OfferLetters
TaxReturns
Non Disclosure Agreements
RFPs
Insurance Claims
Sales Agreements
Contracts
Patient Records
Partners
Suppliers
Employees
Customers
Consumers
LOB
SCM
HRM
CRM
ERP
The Challenge
Partners
Suppliers
Employees
Customers
Consumers
LOB
SCM
HRM
CRM
ERP
The Opportunity
Go Fully Digital
How DocuSign Can Help Financial Institutions
DOCUSIGN CONFIDENTIAL
• Purchase orders• Statements of work• Master service agreements
(MSAs)• RFP sign off• Invoice processing
• New advisor on-boarding• Managed accounts• Event registration• Mass mailing / email
approvals• Advertising contracts• Media plan sign-offs• Press release sign-offs
• Account change / maintenance
• Asset transfer• Stop payment requests• Contracts• Policy management• Compliance processes
• Asset tracking• Change requests• Requirements sign off• Access management• Incident reporting • Production change
authorization• Maintenance authorization
Lending Account Servicing
ProcurementMarketing IT
• Commercial loan applications• Consumer loan applications• Disclosures• Credit reports• Loan repackaging and
securitization
• New hire paperwork• Candidate NDA• On/off-boarding checklist• Employee policy distribution
and signature• Contractor agreements• PTO management
Human Resources
• New deposit accounts• Financial statements• Overdraft notifications• Compliance processes
CustomerServices
• Contracts• Non disclosures• Internal compliance• Outside counsel agreements• Internal and external audits• Privacy, AML, Fair Lending
and other regulatory compliance
Legal and Compliance
Financial Service Customers Are Helping Build Global Trust
DOCUSIGN CONFIDENTIAL
Value from DocuSign for Salesforce
Deliver extraordinary ROI by making it easy, fast, and secure to collect and process contracts – all without ever leaving Salesforce.
Close more deals faster
with improved contract
turnaround time (ex: 14 days to
<1 day)
Cut operating costs
(ex: $19.53 savings/
document)
Be mobile
close deals anywhere,
anytime
Increase accuracy
with automated data flow
Maximize CRM investment
(ex: 300% increase in CRM usage
organization-wide)
Implementing Through the Platforms
Onboarding & Hiring
Employee Management
Field Sales
Quote & Contract Creation Waiver
GenerationOffice Security
Thinking Capital Demo (Formerly Advanceit)
Developed & Presented by Traction on Demand
Merchant advances for Canada’s small/medium sized businesses
Term loans for larger businesses with less complexity and simpler terms
Leverages technology to provide businesses with in-depth industry expertise & support
Canadian businesses financed since 2006 inception. No start-ups. Real Mom-and-Pops coast-to-coast
Lent to Canadian businesses since 2006 inception
Merchants that will be financed this month (July 2015)
10,000
~300
$400M
• High turn over in sales center (10-15% per week in 100 person call center)
• Required to manually collect too much data, slowing the sales cycle
• Not enough qualifying data early on (qualified out late in sales cycle wasting time and resources)
• Targets and opportunities missed = high turnover
Challenges
• Self-service customer-facing community for applying and managing loan applications
• Full custom website and Salesforce community• Built on the Force.com platform• Leveraging several third party applications to
extend the capabilities and services provided
Solution
Let’s See it in Action
Sales Rep Experience
• Loan application management• Enhanced customer support• Increase engagement with exclusive offers,
aggregated business reviews, referral program and more
• Increase repeat merchant funding
Account Management
Reduction in merchant approval period from days to 20-30 minutes
Results
Growing the business through technology
80% of loans are pre-approved without manual intervention
An enhanced customer experience = more loans
Thank You! Any Questions?Andrew Geisse – [email protected] Murray – [email protected]
Attending DF15?Meet the experts and schedule a meeting at www.tractionondemand.com/df15 and www.dreamforce.docusign.com/