AutoFORM provides a range of output & document management solutions for banking, finance & insurance
organisations, such as retail & investment banks, brokers, insurance assessors & underwriters and
mortgage providers.
AutoFORM enables you to dramatically cut document processing costs, while adding the ability to
automate tailored transaction letters, enhance document presentation, produce multiple language
variations and to deliver communications across multiple channels, including XML. Documents are
also automatically archived alongside scanned images of incoming correspondence & contracts.
In other words, AutoFORM offers all the functionality you need to comply with regulatory requirements,
respond to new market opportunities and exchange document information with customers and trading
partners in real time.
How AutoFORM helps financial organisations
Enhances Document Image – at lower cost
Output Management: AutoFORM significantly cuts the cost & time required to convert banking
output into attractive financial documents, statements & transaction letters. Enhances document
image helping to build customer confidence.
Creates transaction driven letters & contracts from main operating system. The advantage with
AutoFORM is that the content can be conditionally changed according to client status, situation
and transaction value. The interchangeable paragraphs are held in Word and controlled changes
can easily be made by the designated authority.
Facilitates multiple language statements in Chinese, Russian, Turkish, Arabic and Greek, as well
as European languages.
Accelerates document delivery using automated email, fax and XML with cost cutting mailsort
facilities for postal deliveries.
Complements legacy IT systems with XML technology so that you can create send & receive XML files
without additional software.
Accelerates Banking & Financial Processes
View, process & authorise relevant documents alongside transaction screens, accelerating every
stage of the banking process from account openings to loan & investment decisions and responding
to customer queries. Encryption, security and digital signature technology included.
Create automated systems to enforce regulatory disclosure & record keeping, complete with
inherent audit trail of authorisations, viewings and changes.
Creates an enterprise wide online document archive for both incoming & outgoing documents.
Document images can be linked to CRM, transaction and ledger screens for immediate viewing in
the event of a customer or audit query.
You may find it useful to visit our Case Studies page
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