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Sandbox Banking and Docusign Partner to Automate Agreement Workflows


Sandbox Banking and Docusign have partnered to enhance and automate agreement workflows across financial institutions. 

The partnership includes the integration of Docusign’s automated agreement workflow tool, Docusign Maestro, with Sandbox Banking’s integration platform, Glyue, the companies said in a Wednesday (July 10) press release.

This integration will address “critical financial services-specific use cases for Docusign users,” Kelsey Saia, vice president of partnerships at Sandbox Banking, said in the release.

“Our financial service clients will be able to swiftly and effortlessly deploy customized workflows that automate and accelerate their agreement processes, transmitting agreement form data to their banking core without writing any code, ensuring a secure and efficiently maintained system of record,” Saia said.

Glyue, which is now available in the Docusign App Center, provides financial institutions with automated account maintenance workflows initiated through form data, according to the release. 

This facilitates composable data orchestration and ensures seamless operability with prominent financial services applications, the release said. It will initially launch and enhance agreement workflow capability with the banking core systems Fiserv and Jack Henry

With these improved account maintenance workflows, agreements will be pre-populated based on core data from the banking system, and the submission of forms for actions like initiating or stopping loan auto payments and updating customer account details will be enhanced, per the release. 

“We are thrilled to partner with Sandbox Banking to bring this innovative workflow solution to the financial services industry,” Larry Jin, vice president of product management at Docusign, said in the release. “Our integration with Glyue represents a significant step forward in helping financial institutions streamline their account opening and maintenance operations with minimal effort and deliver superior customer experiences.”

Docusign is among the companies driving a significant transformation in the document landscape that’s propelled by advancements in technology and shifting attitudes toward digitization, PYMNTS reported in April.

One example of this evolution is the acceptance and integration of electronic signatures into public and private sector operations.

As for Sandbox Banking, it teamed up with Plaid in March to offer automated identity verification solutions for the financial services industry.

That collaboration brings together Sandbox Banking’s banking solutions and Plaid’s identity verification technology.