Case Study: Western Financial Group achieves audit integrity and faster, paperless approvals with DocuSign Signature Appliance

Western Financial Group Achieves Audit Integrity with DocuSign Signature Appliance Signatures

Western Financial Group, a diversified insurance services company serving over 790,000 customers across Western Canada with roughly 1,800 employees and 160 locations, needed a way to streamline document workflows while meeting strict financial audit requirements. The challenge was to verify signer identity and document integrity across a dispersed organization and to eliminate the time-consuming, costly process of printing, signing and scanning paper documents.

Western implemented DocuSign Signature Appliance, integrating it with SharePoint 2013 and Nintex to automate approval workflows and create a transparent evidence trail for multi‑level reviews and signatures (board minutes and monthly/quarterly/annual financial statements). The solution increased document accuracy and speed, cut time and costs associated with paper handling, and freed staff to focus on higher‑value work while remaining easily adaptable for broader future use.

Western Financial Group

Karen Malek-Stone

Business Process Management Team Leader