Case Study: SAFE Credit Union achieves faster, mobile, paperless agreements with DocuSign

SAFE Credit Union - Customer Case Study

SAFE Credit Union, a member-owned financial cooperative founded in 1940 with more than 200,000 members, was hampered by slow, paper-based processes across the organization. SAFE needed a secure, easy-to-use e-signature and mobile-friendly solution that employees and members would adopt to speed agreement completion and streamline workflows.

SAFE implemented DocuSign for member-facing and back-office processes and expanded use to performance reviews and incentive plans. The solution accelerated multi-signature agreements, eliminated physical routing, provided real-time status visibility, and delivered a much-improved mobile experience—transforming an outdated paper workflow into a secure, efficient anytime/anywhere digital process.

SAFE Credit Union

Lixa Anderson

Applications and Development Manager