Case Study: Merriman Capital achieves 50% faster, error‑free document signing with DocuSign

Merriman Partners with Its Custodians to Serve Clients Better

Merriman is a Seattle-based wealth management firm that prioritizes client fit and exceptional service. The firm struggled with slow, paper-based onboarding and transaction workflows—relying on overnight delivery and fax—resulting in costly delays, frequent signature errors, and missed client opportunities.

After piloting DocuSign with a custodian, Merriman rolled out eSignature firm-wide, including for HR, and integrated it with other custodial partners. The change cut signing time by 50%, increased borrowers returning signed packets by 75%, reduced documents with errors from 15% to zero, and is estimated to have saved roughly 75% of repapering costs, while improving security, tracking, and the overall client experience.

Merriman Capital

Scott Rothman

Client Service Manager