The Interview

sdale DocuSign

company that delivers value to our customers, partners, employees and investors for years to come. The funding will be used for: 1. Increased customer-focused research & development 2. Deeper vertical market solutions and penetration 3. Faster international expansion (in the UK, Nordics, Benelux, and Western and Central Europe)

Q

How can eSignature benefit financial services and investors?

Staying ahead in the competitive world of financial services requires being easy to do business with. Slick online and mobile experiences play a critical role. Companies like Fidelity and TD Ameritrade choose DocuSign to automate document workflows and signatures to truly transform client experiences.

Speed Document Cycle Times DocuSign helps financial services organizations get documents completed faster. Clients can complete new account openings, money movement or account changes in minutes. Plus DocuSign’s guided, error-proof signing experience means 100% complete documents every time. Financial Services companies can capture customer data through forms, route to all parties, and integrate into backend systems to enable straight-through processing.

Offer More Convenient Service DocuSign helps financial services companies give clients the convenience of anywhere, anytime, any device access for completing documents. DocuSign works on any internet connected device including all mobile devices. Clients no longer have to hassle with printing,

faxing, scanning or overnighting to sign and return documents.

Use Existing Documents & Delivery Channels DocuSign works with existing documents and across web, call center and branch transactions. Simply upload stored documents or import them in from existing applications. DocuSign supports financial services companies that use web portals with easy conversion of documents to web forms with just a few clicks. All documents and data easily integrate with current systems to share information and store completed documents.

admissible audit trail accompanies each document. Plus DocuSign has achieved ISO/IEC 27001:2005 certification, and is PCI compliant and TRUSTe certified.

Easily Verify Who’s Signing DocuSign offers authentication options to enable financial services companies to easily verify who is signing. Each option provides a greater level of assurance so financial services companies can match the option most appropriate to the transaction. DocuSign offers the largest number of authentication options including a one-time password, knowledge based and phone authentication.

DocuSign helps financial services companies give clients the convenience of anywhere, anytime, any device access for completing documents.

Support Regulatory & Compliance Requirements DocuSign can help financial services companies meet compliance requirements by controlling the signing process and ensuring all information remains secure. A secure, complete and legally-binding court

Q

2011 saw global economic turmoil; do you think this has impacted on your 2012 strategy?

As businesses look for ways to accelerate their speed to results, reduce costs and create a better customer experience, eSignature has become a business imperative, going from a ‘nice to have’ to a ‘must have’. With immediate ROI payback, companies, now more than ever, are deploying electronic signature across their enterprise in sales, HR, procurement, IT, supply chain, finance, legal and other departments.

Contact: Mike Dinsdale DocuSign Email: mike.dinsdale@docusign.com