Vestwell, a leading fintech organization powering retirement savings for 1.6 million Americans, used the Docusign Intelligent Agreement Management (IAM) platform to cut onboarding time by 93%. By integrating Docusign with Salesforce and Stripe, Vestwell reduced a 75-minute agreement process to just five minutes. This automation allows the company to scale to over 1,000 new clients per month while reducing post-signature drop-offs by 70%. Read Vestwell's full Docusign story here: https://www.docusign.com/customer-stories/vestwell-ramps-up-automation-and-boosts-revenue-by-investing-in-docusign-clm *The Challenge: Overcoming the Onboarding Bottleneck* As Vestwell grew, the complexity of creating customized retirement plan agreements became a significant bottleneck. Sales and operations teams had to manually re-enter client details and configure plan designs, a process that took an hour and 15 minutes per package. Jon Mark, COO at Vestwell, described the original process as "walking through a maze" that hindered the company's human-centric mission. *The Solution: Unifying Data, Documents, and Decisions* Vestwell connected the Docusign IAM platform directly with its Salesforce CRM to create a seamless flow of information. - Salesforce integration: Sales teams kick off agreements directly from their CRM, with Docusign CLM automatically assembling and routing the documents. - Stripe integration: By embedding down payments into the signing experience, Vestwell ensures a "clear path" from commitment to execution. - AI-powered insights: Vestwell now uses agreement data to power a generative AI chatbot, providing personalized plan details—like employer match amounts—to customers instantly. *Key Results & Business Impact* - 93% reduction in onboarding time: Agreement packages that once took 75 minutes now take only five. - Massive time savings: The initial launch saved the team 200 hours per month. - Scalable growth: The system now supports over 1,000 new client sign-ups every month. - Improved conversion: Post-signature drop-offs fell by 70% due to embedded payment features. *Video Chapters* 0:00: The human element of financial services 0:31: The problem: complexity in agreement packages 0:51: Scaling to 1,000+ clients per month 1:05: Integrating Docusign with Salesforce and Stripe 1:23: From a maze to a clear path with Docusign

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