How a financial services firm cut customer onboarding by 2-3 weeks

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Bon Voyage Credit Repair, founded in 2020 to aid Australians in rebuilding credit scores, faced challenges with paper-based processes that delayed onboarding and caused data issues.

By adopting Docusign's Intelligent Agreement Management (IAM), the company saw significant improvements:

• Cut onboarding time by 2-3 weeks
• Reduced sign-up to 5 minutes
• Centralized and secured customer data
• Allowed staff to focus on education and advocacy

Daniel Walker, co-founder, states: "We handle sensitive details... Secure storage is essential. Docusign's secure data management is why we chose them."

Explore this case study to see how DocuSign's tools scaled Bon Voyage’s financial wellness mission in this case study.

Vendor:
Docusign
Posted:
Mar 31, 2025
Published:
Apr 1, 2025
Format:
HTML
Type:
Case Study
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