Leveraging DocuSign Integration with Salesforce Financial Services Cloud (FSC) as a Wealth Management Firm

Managing your wealth management firm's business processes can be complex, but leveraging advanced technology can help streamline and simplify the process. Integrating DocuSign with Salesforce Financial Services Cloud (FSC) is an excellent way to ensure critical business processes are completed quickly and accurately. Let’s take a look at how this integration works!

How It Works

DocuSign helps organizations securely sign, send, and manage documents electronically. Integrating DocuSign with Salesforce FSC allows users to access their data from any device, anytime easily. This integration facilitates smooth business processes and workflow, especially for account opening, client onboarding, and account servicing to be done quickly and securely.

At Vantage Point Consulting, we understand that our clients may already have access to DocuSign through their custodians. In these cases, we work closely with our clients to determine the best approach for connectivity and integration with DocuSign - either directly via the DocuSign Salesforce AppExchange solution or using their custodian offering. We ensure that all of our clients have the most secure connection possible while still being able to leverage the features of the platform they have chosen.

We also provide ongoing support throughout the entire process of set-up and implementation. Our team of experts will work closely with you to ensure that your integration is configured correctly and that you get the most out of your DocuSign experience. Whether troubleshooting connectivity issues or helping you navigate new features in the platform, we are here for you every step of the way.

Conclusion

Integrating DocuSign with Salesforce FSC is an invaluable tool for wealth management firms and their clients. By leveraging this powerful combination of platforms, firms can effectively manage their accounts and onboard new clients quickly and efficiently while keeping data secure. At Vantage Point Consulting, we understand how important it is to have a reliable partner when setting up this kind of integration - which is why we offer comprehensive support throughout the entire process so our clients can get up and running as soon as possible!

Vantage Point Consulting Contact Information

David Cockrum, Founder/CEO
david@vantagepoint.io
469-499-3400
www.vantagepoint.io