Case Study: Trilogy Financial cuts client onboarding from 2 weeks to 2 days with DocuSign

Trilogy Capital shapes the future of wealth management Results with DocuSign

Trilogy Capital, a wealth management firm preparing for the largest generational transfer of wealth in U.S. history, faced a major challenge: younger heirs expect fast, digital service, but Trilogy’s onboarding and compliance processes were manual and paper-driven. Administrators mailed documents, chased signatures, and re-entered data into backend systems, creating up to a two-week lag that threatened client experience, data integrity, and new business.

By integrating DocuSign’s Agreement Cloud with Salesforce Financial Cloud, Trilogy automated document preparation, enabled eSignatures on any device, and created an auditable tracking workflow that triggers account setup notifications. The result: onboarding time fell from two weeks to two days, faster deal closings with clients retaining market time, improved compliance (including Form ADV handling), and a scalable digital experience positioned to win the next generation of clients.

Trilogy Financial

Johnny Lambert

Director of IT