Case Study: Trustmark National Bank reduces service turnaround time by 3 days with DocuSign CLM

Trustmark Bank Reduces Service Turnaround Time by 3 Days with DocuSign CLM and Spaulding Ridge

Trustmark Bank, a 130‑year‑old regional bank with more than 180 branches, needed to offer remote, relationship-driven banking while fixing slow, paper‑based treasury workflows that required mailing forms, collecting signatures and offered no visibility into agreement status. Manual processes could take more than a week—creating operational bottlenecks for customers (one client had 60 accounts to update) and associates alike.

Working with Spaulding Ridge, Trustmark deployed DocuSign CLM to consolidate 20+ workflows, automate document generation and routing, and enable electronic signing with parallel post‑signature tasking. The change cut service turnaround by three days (most agreements are now signed and ready within a day), achieved a 97% envelope completion rate and saw over 50% of agreements signed the same day, while improving implementation visibility, billing accuracy and customer experience.

Trustmark National Bank

Josh Laird

Vice President of Retail Administration