Case Study: FineMark National Bank & Trust achieves faster document turnaround (hours to minutes) and streamlined client onboarding with DocuSign

FineMark Bank adds speed and ease to its operations and client experience with DocuSign

FineMark National Bank & Trust, a private bank focused on building extraordinary client relationships, faced a growing pain: clients were spending too much time and effort signing and managing paperwork. President and CEO wanted a simpler, more client-friendly signing experience, and Associate VP Kim Wargo set out to streamline document generation and enable electronic signatures within FineMark’s heavy Salesforce usage.

FineMark implemented DocuSign CLM integrated with Salesforce, building 100 document templates in three weeks and cutting client onboarding from roughly 12 hours to a click; trust packets that once took 4–5 hours now take about 30 minutes. The solution improved compliance, let the bank track and edit documents throughout their lifecycle, accommodated globally mobile and less tech-savvy clients, and helped support continued growth (assets under management and administration reached $4.5B in 2019, a 32% year-over-year increase).

FineMark National Bank & Trust

Kim Wargo

Associate Vice President, Salesforce Administrator