The high-net-worth clientele of FineMark National Bank & Trust requires documents to be signed quickly and often. With professional athletes and entertainers among the company’s extensive list of clients, the ability for documents to be signed virtually, from anywhere in the world, was an absolute necessity.
To implement electronic signing capabilities and streamline the agreement process, FineMark leveraged DocuSign eSignature and DocuSign CLM, available on the AppExchange. This decision proved vital once COVID-19 required the organization to utilize virtual technology more than ever.
We had the opportunity to chat with Associate Vice President and Salesforce Admin Kim Wargo about how Salesforce was once again an integral part of the technology suite within FineMark and how that allowed the company to quickly adapt and pivot in response to COVID-19 and even helped save thousands of jobs in the community.
Can you tell us about FineMark and your customers?
Kim Wargo: FineMark National Bank & Trust offers
Leave a Reply