Powering Digital Transformation

As digital transformation grows, organizations are replacing manual systems to streamline processes and boost efficiency. However, challenges remain with disconnected tools that fail to support full document lifecycles. The result is slower onboarding, higher costs, and a weaker member experience.

DocStudio brings together digital forms, automated workflows, e-signatures, and IT infrastructure integrations into one platform designed to streamline compliance-heavy processes like:

Member onboarding and account opening
Loan applications
KYC/AML forms
Agreements, NDAs, Contracts and internal approvals

With DocStudio, you deliver the modern seamless experience members expect without adding IT complexity.

Built for Credit Union Teams and Their Members

Whether you serve a local community or a growing membership base, DocStudio adapts to your needs.

Provide digital account opening and loan applications through secure web forms
Collect legally binding e-signatures directly in the workflow
Automate routing for approvals, disclosures, and compliance checks
Track every step with real-time visibility and audit trails
Integrate seamlessly with your CRM and financial infrastructure

Cost-Effective, Fast to Launch, Fully Supported

Large enterprise tools can be complex and expensive, while basic e-signature apps may not cover the full lifecycle of credit union documents.

DocStudio is specifically designed for organizations that require cost-effective, end-to-end automation.

Go-live in just a few weeks
No need for a large IT department
Lower operational costs
Dedicated support to ensure a smooth rollout and adoption

Compliance and Security You Can Trust

Meeting regulatory requirements is non-negotiable. DocStudio ensures every workflow is secure, traceable, and audit-ready.

Comprehensive audit trails and version tracking
Role-based access controls and SSO
ISO 27001, SOC 2, and GDPR certified
Structured data for reporting

Stay ahead of examiners and regulators with tools built to simplify compliance.

Why Credit Unions Choose DocStudio

Accelerated member onboarding with simple data collection, enabling account and loan approvals in minutes.
End-to-End Automation with forms, workflows, e-signatures, and integrations all in one platform.
Member-Centric Experience with a modern, digital process that strengthens trust.
Compliance-Ready, secure workflows.
Cost-Effective Innovation built to meet credit union teams’ needs.

Data Accuracy, Security, and Compliance

At DocStudio, we understand the importance of data security and compliance. As we have processed more than 800,000,000 documents, we take our responsibility to protect our customers' data very seriously. That's why we have implemented industry-leading security and compliance standards to ensure that your documents are safe when you create, sign, send, and store them with us. These standards are defined in the US, Europe, and around the world, so you can trust that your data is being handled in a way that meets the highest standards of security and compliance.

We are certified to the rigorous international security standards for information security management systems (ISMS), ISO/IEC 27001:2013, and ISO/IEC 27018:2019. Additionally, our platform complies with HIPAA and GDPR regulations to protect your data. With these certifications and compliance measures in place, you can have peace of mind knowing your data is secure with us.