Case Study: Talk to a Broker saves hours each day with Dropbox Sign API

Talk to a Broker saves 12-25 hours a day with Dropbox Sign

Talk to a Broker, a finance brokerage firm, faced a challenge with its time-consuming, paper-based signature process for mandatory privacy and consent forms. This manual method was inefficient, created doubts about signature authenticity, and resulted in low conversion rates. To overcome this, they implemented the Dropbox Sign API.

By integrating Dropbox Sign API into their CRM system, Talk to a Broker embedded eSignature tools that automated document verification and sending. This Dropbox Sign solution saved the team an estimated 12-25 hours per day, significantly sped up the customer experience, and increased their conversion rate to 26%, far exceeding the industry average.

Talk to a Broker