Keenan, a top California financial firm, saved $1,000,000 by automating their retirement plan enrollments with Solusign. Digitizing forms cut paperwork time by 90%, saving 5,000 hours annually and streamlining data management.
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Keenan, a leading financial services firm in California, faced inefficiencies with their manual retirement plan enrollment process. Solusign partnered with them to digitize and automate the workflow. By implementing Docusign templates, form validation rules, and database integration, Keenan drastically cut paperwork time by 90%, saving $1,000,000 in opportunity costs. The streamlined process now allows for rapid form completion and easy data management, significantly enhancing operational efficiency.
Industry: Financial Services
Company Size: Large
Location: California
Use Case: Automating retirement plan enrollments to reduce manual paperwork, improve efficiency, and achieve substantial cost savings through digital transformation.
Keenan, a major California financial services firm, faced inefficiencies in processing 8,000 annual retirement plan enrollments using time-consuming PDF and paper forms. Analysts spent 45 minutes per application, totaling over 6,000 hours annually. The pandemic accelerated the need for a digital transition, prompting Keenan to seek Solusign’s expertise to streamline and automate their process.
⌛️ Now Keenan’s reps are enjoying 90% less time spent on paperwork! saving 5,000 hours per year!
✅ The team can easily send forms in bulk with just one click and most forms get completed within 24 hours on average.
🔄 The data entered in forms automatically synchronizes with the database for easy review, while completed documents get filed directly into a cloud storage system
Isaac Stern
VP of Sales
Keenan Financial Services
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