How Evolving From Customer To Tech Insider Helps Customers Win

Patrick Meyer is the Senior Manager of Solution Engineering at DocuSign, a platform that helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically on practically any device.

Patrick is also a practitioner in wealth management as an executive director of a New York-based RIA. He has an extensive background in wealth management, having spent seven years in institutional client solutions at Northern Trust Asset Management and working with some of the US' largest pensions.

In this episode…

Are you spending a lot of time and money managing your paperwork? Have you considered automating your processes? 

The business world runs on agreements, and manually handling them takes time and money. Leveraging technology to simplify, connect, and automate agreement processes helps accelerate business growth. Learn how companies can digitally prepare, sign, and manage agreements through DocuSign.

In this episode of The Customer Wins, Richard Walker sits down with Patrick Meyer, Senior Manager and Solution Engineering at DocuSign, to discuss how DocuSign accelerates business and simplifies the life of their customers. Patrick explains why he pivoted from finance to join a tech solution company, problems companies in wealth management face when growing, and how AI is improving customer experience.