Financial advisors can streamline document workflows with Maximizer’s Docusign integration

In the world of financial advising, time is money, and delays can cost you valuable opportunities. With the many moving parts of the contract lifecycle, it’s easy for it to get held up at any stage. And can become a frustrating roadblock. From creating contracts on word processors to tracking progress on spreadsheets or CRMs, the disjointed process leads to inefficiencies and risks.

Contracts shuttle back and forth through emails or in-person meetings for stakeholder signatures, often getting lost in the shuffle. This siloed approach not only causes delays but also increases the likelihood of misplacing critical documents, putting agreements in jeopardy. It's a messy and inefficient ordeal, hardly the image you want to be associated with sealing a deal or onboarding a new client.

Now you can close deals faster with Docusign for Maximizer! We've heard your feedback loud and clear and understood the importance of streamlining the contract process. That's why we've integrated Docusign natively in Maximizer. Docusign’s leading Intelligent Agreement Management solution is trusted by over 1.5 million customers and more than 1 billion users across the globe, and can help get contract work done faster. It helps financial advisors prepare, sign, monitor, and manage agreements, ensuring swift and secure transactions every time.

Maximizer’s new Docusign integration enables a seamless document lifecycle. You can create and share Docusign envelopes—the convenient containers for multiple Docusign files—directly in Maximizer. From creation to signing, now the whole process is automatically updated in Maximizer so you will always be updated on your contract’s progress in real time and alerted to any potential blockers. This eliminates manual tasks, reduces human error, and speeds up contract turnaround times.

According to a recent Deloitte study, nearly $2 trillion in global economic value will be destroyed in the coming year due to outdated agreement systems and processes. Digital agreement management workflows solutions like Docusign can create sustainable value. For example, legal teams can avoid an average of 22 agreement compliance incidents annually.

It’s clean, connected, and efficient—streamlined for your next close. Let’s dig into what Maximizer’s new Docusign integration has to offer.

Improved efficiency and productivity

This is simple. Working efficiently is a top priority for any busy financial advisor. Maximizer’s Docusign integration means no more toggling between systems. Everything—from tracking progress to managing signees—happens in one place. This seamless workflow accelerates the signing process, getting deals done faster than ever before. In fact, with Docusign eSignature, nearly 8 out of 10 transactions are completed within 24 hours.

Quick document creation

Save time by creating your Docusign envelopes in Maximizer. Eliminate the inconvenience of juggling between different platforms for document creation. Saving time is easy as you create your Docusign envelopes within Maximizer. This seamless experience allows for increased productivity as you can achieve all your tasks in one place.

Track and monitor the signing process

With this integration, you get real-time updates and visibility into any status changes to your Docusign envelopes. As the status of your Docusign envelopes change, it will be visible in Maximizer. Whether your envelope is sent, completed, voided, or declined you’ll be the first to know. Any important interaction or change will be logged, allowing for prompt action to be taken in case of delays or deviations.

Reduce errors and ensure compliance

Reliance on manual processes often leads to slow and error-prone document transfers. But with Maximizer’s Docusign integration, you can effectively reduce errors and assist in compliance and risk management by providing increased visibility to all stakeholders during the contract lifecycle. Over 70% of DocuSign users report fewer security and compliance issues.

Focus on what matters

Reduce the administrative tasks that burden financial advisors and prevent them from working on what matters—their clients. The integration provides an automated and digital solution, enabling sellers to concentrate their valuable time and energy on building relationships and client’s wealth rather than admin.

Centralize data

Digital contract management and automation simplify data collection, making it easier to collate important client data in one place. This consolidation guarantees the latest information is always within reach, simplifying the process. With all client-related information at your fingertips, you can make informed decisions quickly and confidently.

Eliminate workflow redundancies

The integration between Maximizer and Docusign removes workflow redundancies, allowing more to be achieved with the same team, fostering business growth. It provides an opportunity to work more swiftly, with reduced risk, lower costs, and a seamless experience that will help to pave the way for business growth.

Integrating Maximizer and Docusign ensures a smooth signing process, unencumbered by excessive paperwork, manual tasks, or redundancies. It fosters an environment where you can focus on growing your book of business in your financial advising practice. Learn more about it here.