Case Study: Vestwell achieves 93% faster deal-to-revenue with Docusign

Vestwell Ramps Up Automation and Boosts Revenue by Investing in DocuSign CLM

Vestwell, a New York-based fintech that helps small businesses offer retirement savings plans, needed a faster way to process complex client agreements as it scaled to serve more businesses. Its sales and operations teams were spending too much time manually assembling agreement packages in Salesforce and managing plan-specific details, slowing onboarding and creating bottlenecks.

Using DocuSign’s Intelligent Agreement Management platform with Salesforce, Vestwell automated agreement creation, routing, and tracking, while also embedding payments into the signing flow. The result from DocuSign: onboarding time fell by 93% from 75 minutes to 5 minutes, post-signature drop-offs dropped by 70%, and the company now supports more than 1,000 new businesses each month with fewer errors and a smoother client experience.

Vestwell

Jon Mark

Senior Vice President of Business Operations and Strategy