Case Study: Merriman Capital achieves faster, error-free client onboarding with DocuSign eSignature

Merriman Partners Makes An Investment in Customer Experience With DocuSign eSignature

Merriman Partners, an investment advisory firm founded in 1983 that manages over $2.4 billion in client assets, needed to modernize a slow, error-prone paper-based onboarding and custodian transaction process that delayed client sign-ups and risked missed opportunities. The firm sought a faster, more reliable way to communicate with clients and custodians while reducing signature errors and administrative burden.

Merriman adopted DocuSign eSignature after a custodian pilot and rolled it out across client onboarding, custodian transactions and HR processes. The change delivered a 50% increase in signing efficiency, a 75% rise in clients returning signed packets, and a 15% drop in documents with errors or missing signatures; Merriman also estimates cutting repapering costs by about 75% compared with a prior $24,000 manual effort. The firm gained faster, more secure transactions, detailed audit trails and a better overall client experience.

Merriman Capital

Scott Rothman

Client Service Manager