Case Study: Vestwell turns deals into revenue 93% faster with DocuSign CLM
Key results
The challenge
Vestwell operates a digital retirement-savings platform serving a growing base of clients. Assembling and sending agreement packages was manual and slow, taking about 75 minutes per package and creating drop-offs after signature.
The solution
Vestwell implemented DocuSign eSignature and Contract Lifecycle Management (CLM) to automate agreement generation, routing, and post-signature workflows.
“Before Docusign, getting an agreement out the door was like walking through a maze. Now, it's a clear path.”
JMJon MarkChief Operating Officer, Vestwell
The results, in context
Vestwell reported creating agreement packages in about 5 minutes, down from 75, and turning deals into revenue 93% faster. It also cited 70% fewer post-signature drop-offs and roughly 200 hours saved per month in an early phase while onboarding over 1,000 new clients monthly.