Case Study: OptionsSwing achieves a 73% increase in fee dispute win rate and scales its business with DocuSign Click (DocuSign)

OptionsSwing Scales its Business and Boosts Fee Dispute Win Rate with DocuSign Click

OptionsSwing is a financial education startup (founded in 2019) that offers subscription-based training, ebooks and a Discord community to help new and experienced traders. Rapid growth—especially during the pandemic—exposed a weakness in its homegrown checkbox-based sign-up process, which failed to reliably record consent, created legal risk and led to recurring fee dispute losses with its payment processor.

OptionsSwing implemented DocuSign Click (live in about a week) to capture legally binding consent with a detailed audit trail and a seamless embedded sign-up experience. The result: a 73% increase in fee-dispute win rate, thousands of dollars saved, fewer support issues, and a scalable, easy-to-deploy solution the company can extend to waivers and other agreements.

OptionsSwing

Jason Lee

Chief Executive Officer & Founder