🏢 Nationwide Financial 💵

Nationwide Financial Digital Solutions

🌟Replaced paper-based processes with secure, traceable digital workflows using Docusign and UX redesign

🔹 Strategy Snapshot

📦 Industry: Finance / Insurance / Retirement / Broker Dealer

🚧 Challenge: Paper-based signature processes created compliance risks, delays, and high printing/shredding costs.

🛠️ Solution: Replaced legacy systems with a secure digital DocuSign-based platform for all broker-dealer and customer contracts.

🎯 Role: Digital Transformation Consultant

📅 Timeframe: 2012–2015

🔸 Results

📊 Result:

🔒 Enhanced security and auditability

🧾 Eliminated printing and shredding waste

📉 Saved $300K+ monthly in operational costs

The Full Story

1. ❗ The Challenge

Nationwide’s retirement division required physical signatures for most broker and client interactions, creating bottlenecks, security risks, and rising material/storage costs.

2. 🎯 My Approach

Key steps:

Secured executive approval to pilot digital signatures
Worked with Legal, Compliance, IT, and Operations to clear regulatory hurdles
Built out a digital transformation roadmap with milestones and traceability models
Designed user-friendly workflows and training for internal teams
Integrated DocuSign with legacy systems to ensure end-to-end document tracking

3. 🛠️ Frameworks Used

Tools:

Paper-to-Digital Lifecycle Model – visualized change in workflows
Legal Compliance Mapping – ensured full broker-dealer approval
UX Redesign of Signature Process – simplified form fill, tracking, and audit logs
Cost/Benefit Analysis Tracker – measured monthly savings

4. 🧩 Results & Impact

Impact:

✅ Reduced errors and time to signature across the broker network

✅ Created secure and fully traceable digital approval chain

✅ Retired outdated physical storage and printer costs

“Work shown reflects my strategic contributions; all assets are property of Nationwide and Docusign”

Page updated

Google Sites

Report abuse