Addepar is a fast-growing investment management technology company, representing more than $400 billion for over 160 clients. To keep up with the pace, they needed a contract management solution that would grow with them and continue to accelerate their business.

Company Profile

CUSTOMER INDUSTRY
INDUSTRY

High-Tech, Financial Services

SPRINGCM ICON
SPRINGCM SOLUTION

Contract Management

COMPANY SIZE

200

"Scalability was the #1 thing we were looking for in a solution - it had to be able to grow with us. SpringCM gives us that assurance."

MoneilPatel-150Circle

MONEIL PATEL
Senior Director Business Operations

Decreasing the use of manual tools and increasing efficiency across teams

Addepar found themselves growing out of their manual contract process, which was prone to delays and errors. They had problems with version control and approvals because they relied heavily on email.

SpringCM provided a central repository that integrated seamlessly with Salesforce, giving visibility to internal documents such as sales rep letters, commission plans and internal employee documents.

Addepar Team Picture
SpringCM Doc Launcher

Generating and reviewing contracts is less than half the time

With contracts and other documents housed in one place, employees at Addepar can use SpringCM to create customized workflows according to the specific contract.

Through SpringCM and DocuSign, Addepar has eliminated the need for paper and ink, and cut days out of the signature process. Instead of tracking down customers to sign agreements, each contract is signed electronically, from any device.

“SpringCM looks at us like a partner… they get us and the way our business works.”

MONEIL PATEL
Senior Director Business Operations

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