Case Study: Visions Federal Credit Union achieves 2x faster agreement turnaround with DocuSign

Visions Federal Credit Union Brings Digital-First Work to Life with the DocuSign Agreement Cloud

Visions Federal Credit Union, led by Chief Digital Officer Thomas P. Novak, faced the challenge of transforming slow, paper-based lending and member services into a secure, scalable digital-first experience that improved member satisfaction and met regulatory and cybersecurity demands—challenges made more urgent by pandemic disruptions.

By partnering with DocuSign (notably eSignature and Monitor), Visions digitized hundreds of member-facing forms, integrated eSignature into its loan origination system, and linked Monitor to its SIEM and Power BI. The result: signature turnaround times fell by more than 50% to 8–12 hours, agreements moved 2x faster, digital memberships rose 500%, assets nearly doubled, security and compliance posture improved, and the credit union could rapidly deliver member relief (e.g., skipped payments, PPP) when needed.

Visions Federal Credit Union

Thomas P. Novak

Chief Digital Officer