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.

1. Banking on a Better
Customer Experience
DocuSign & Salesforce for Financial Services
August 19th, 2015

2. Today’s Presenters
Andrew Geisse
Director of Product Marketing,
Financial Services & Insurance
Kevin Murray
Manager, Alliances

3. • 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

4. 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

5. 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

6. Traction’s Customer Community

7. Banking on a Better Customer Experience

8. 10+ Years of
Continuous Innovation
188 Countries
“DocuSigned”
50M+ Users
100K+ Customers
50K+ Per Day

9. Account
Openings
Lease Offer
Letters
Tax
Returns
Non
Disclosure
Agreements
RFPs
Insurance
Claims
Sales
Agreements
Contracts
Patient
Records

10. Partners
Suppliers
Employees
Customers
Consumers
LOB
SCM
HRM
CRM
ERP
The Challenge

11. Partners
Suppliers
Employees
Customers
Consumers
LOB
SCM
HRM
CRM
ERP
The Opportunity
Go Fully
Digital

12. 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
Customer
Services
• Contracts
• Non disclosures
• Internal compliance
• Outside counsel agreements
• Internal and external audits
• Privacy, AML, Fair Lending
and other regulatory
compliance
Legal and
Compliance

13. Financial Service Customers Are Helping Build Global Trust
DOCUSIGN CONFIDENTIAL

14. 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)

15. Implementing Through the Platforms
Onboarding
& Hiring
Employee
Management
Field Sales
Quote & Contract
Creation Waiver
Generation
Office Security

16. Thinking Capital Demo (Formerly Advanceit)
Developed & Presented by Traction on Demand

17. 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

18. 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

19. • 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

20. • 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

21. Let’s See it in Action

22. Sales Rep Experience

23. • Loan application management
• Enhanced customer support
• Increase engagement with exclusive offers,
aggregated business reviews, referral
program and more
• Increase repeat merchant funding
Account Management

24. 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

25. Thank You! Any Questions?
Andrew Geisse – andrew.geisse@docusign.com
Kevin Murray – kmurray@tractionondemand.com
Attending DF15?
Meet the experts and schedule a meeting at
www.tractionondemand.com/df15 and
www.dreamforce.docusign.com/