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Account Opening in the Digital Age

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Today’s Post by: Trent Shupe, Portfolio Marketing Manager, Case Management and Smarter Process, IBM

IBM and DocuSign

Back in April, I wrote about the newly announced strategic partnership between IBM and DocuSign. This is an exciting announcement, and we’re starting to see how this partnership will help to accelerate the path to digital transformation, not only for ECM, but across many strategic areas of IBM. I hope you got a chance to see our joint IBM and DocuSign webcast held this past week. If not, you can catch the replay on-demand here.

When we first announced this partnership, I shared our intent to integrate DocuSign into IBM Case Manager, making it easy to collect eSignatures for any case that requires it. As we work towards integrating DocuSign into IBM Case Manager, it’s exciting to see how this partnership will actually play out for customers.

I’ll be going to London the first week of June to attend DocuSign’s Momentum event. At the event, we will be showing a mobile demo of how Case Manager and DocuSign work together to improve the customer experience and streamline processes. It’s a really cool demo that shows how IBM Case Manager, Datacap and DocuSign work together to improve an account opening process. Most of us can relate to a poor experience we had with opening up a new account. Filling out multiple forms requesting the same information and long waits for approvals to come in are common experiences that can be frustrating. But when you apply the right technology, you can develop a solution that eliminates those common frustrations and provides an elegant solution that delights the customer and improves the overall experience. You can check out the demo here.

I love seeing examples like this of how we can apply technology to work smarter and improve the customer experience. As we move forward with the integration with DocuSign, IBM Case Manager will be used across industries to accelerate digital transformation. If you want to learn more, check out the resources I’ve included in this blog.



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