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This group is meant for professionals in banking, lending, insurance, wealth management, and financial operations.
Join the conversation to share insights, discuss trends, and exchange best practices in financial services.
You don't need to be in the financial services industry to join, but all discussions must focus on financial services. Topics include:
✅ Digital transformation: How financial institutions are modernizing agreements and workflows.
✅ Regulatory compliance & risk management: Navigating industry regulations
✅ Customer experience: Strategies for improving onboarding, account openings, and approvals.
✅ Automation & efficiency: Reducing manual processes and accelerating agreements.
✅ AI & data-driven agreements: Leveraging AI for fraud detection, contract intelligence, and analytics.
✅ Security & trust: Best practices for protecting sensitive financial data and ensuring compliance.
✅ Lessons learned: Real-world experiences and innovative use cases from peers in financial services.
✅ Future trends & innovations: Discussing the next wave of digital agreements in fintech and beyond.
For technical Docusign questions, please visit the Help Forums. If you're unsure where to post, start here and we’ll guide you!
Want to craft a great discussion post? Check out our below guidelines on how to start an engaging conversation in Docusign Community Groups:
Docusign Community Groups are a space to exchange ideas, share experiences, and level-up together. Whether you're discussing industry trends, lessons learned, or looking for feedback on best practices, the key to meaningful conversations is starting with a well-structured post.
Here are some tips to spark engaging and valuable discussions:
1. Start with a clear and descriptive title
Your title should grab attention and clearly convey the topic of discussion.
Example:
✅ "What’s next for AI in contract management? Let's discuss!"
❌ "Question about AI and contracts."
A compelling title invites members to engage and share their perspectives.
2. Share context and your perspective
Set the stage by explaining why this topic matters. Are you seeing a new trend? Facing an industry shift? Curious about how others handle a challenge?
Example:
"More companies are exploring AI for contract analysis, but I’m seeing mixed results. Some say it speeds up review, others worry about accuracy. If you’ve tested AI tools in contract management, what’s your take? Have you seen tangible benefits?"
Providing your viewpoint makes it easier for others to respond thoughtfully.
3. Ask an open-ended question
Encourage discussion by asking questions that invite different perspectives, rather than simple yes/no answers.
Example:
✅ "What strategies have helped you get leadership buy-in for CLM initiatives?"
❌ "Do you think leadership buy-in is important?"
The best questions spark conversation and encourage diverse insights.
4. Invite members to share their experiences
Make it clear that you're looking for real-world input, not just generic advice.
Example:
"For those who have moved from manual processes to automated contract workflows, what were your biggest lessons learned? Any surprises along the way?"
This encourages members to share insights from their own journey.
5. Be engaging and appreciative
Show enthusiasm for the discussion and acknowledge contributions.
Example:
"Looking forward to hearing everyone’s thoughts! If you’ve tackled this challenge, I’d love to hear what worked (or didn’t) for you."
Quick Recap
✅ Use a compelling title that invites engagement
✅ Share context and your perspective to spark discussion
✅ Ask open-ended questions to encourage diverse insights
✅ Invite members to share real-world experiences
✅ Be appreciative and keep the conversation flowing
By following these tips, you’ll start richer, more insightful conversations that help everyone in the Docusign Community Groups grow and level up in their industries.
