The financial and insurance services industry is heavily document-heavy. Employees spend a lot of time every day creating customer documents, contracts, emails and presentations - a time-consuming task full of sources of error.
At the same time, the amount of available data is exploding. Companies not only have to use this data for internal analyses for product and process optimization, but also for increasingly stringent regulatory reporting requirements.
The question is: how can you use automation to meet these challenges?
How can you create and manage company documents faster, more accurately and more efficiently - without compromising on quality or compliance? The answer lies in smart technology.
Status quo AI for the financial industry: small advances, great potential
A recent study shows that the use of AI in finance has so far mainly focused on small, incremental improvements. Large, comprehensive implementations are still rare, as data quality, budgets and the lack of specialists are slowing down the spread.
But companies that overcome these hurdles secure a decisive advantage.
This is exactly where primedocs template software comes in. primedocs empowers the finance and insurance industry to create financial and insurance documents faster, more accurately and automatically in compliance with corporate design.
Developed specifically for the finance and insurance sector, primedocs automates and professionalizes manual document creation processes and eliminates time-consuming routine tasks. Less effort. More efficiency.
What primedocs can do in the finance and insurance sector
primedocs relieves financial and insurance experts of the burden of time-consuming routine tasks relating to template handling and document creation. Thanks to intelligent automation and precise customization functions, primedocs makes the creation of financial and insurance documents faster, easier and error-free.
This saves valuable time and creates space for what really counts: Your expertise - and the successes that result from it.
Efficiency gains & more profitability
- Create text modules for recurring content passages in financial reports, audit documents or insurance contracts and insert them easily using drag & drop - consistently and quickly. In addition, centrally managed and approved text modules increase the legal certainty of your content.
- The Quick Check identifies and highlights specific areas in the document that require adjustments - efficient and ideal for the rapid processing of financial and insurance documents.
- Manage multiple roles efficiently: Switch flexibly between employee profiles in the primedocs templates, e.g. as an analyst or compliance officer, so that the appropriate sender information is automatically displayed correctly.
- Use dynamic Outlook signatures that think for themselves. These automatically adapt to whether you are composing internal or external e-mails and ensure compliance with your CI/CD guidelines at all times.
- Time-controlled e-mail campaigns ensure that your brand message is reinforced and that time-limited advertising campaigns in the signature are always up to date. And all of this is easily and centrally controlled.
Corporate design with a click and the highest quality
- Automated compliance with the required corporate design ensures that reports, contracts, analyses or audit documents are always created consistently with the correct logos, fonts, colors, imagery and diagrams, strengthening the trust of document recipients in your brand.
- With primedocs, you can create convincing PowerPoint presentations in no time at all that correctly reflect every detail of your brand. In the finance and insurance industry, precision counts - a consistent and stringent appearance is essential. With primedocs, you can consistently adhere to your corporate design: Colors, fonts and layouts are automatically applied in accordance with your CD. This ensures that every presentation represents your brand clearly, professionally and convincingly.
- The inheritance principle is the ultimate efficiency booster for financial and insurance documents. Changes to templates only need to be made once centrally and are automatically transferred to all linked templates. This eliminates the need for time-consuming manual adjustments in each individual template. Instead, employees always work with the latest, approved version - consistent, up-to-date and error-free. This principle ensures that company standards and regulatory requirements are easily met, while freeing up valuable resources for more important tasks.
- An authorization concept ensures that employees only have access to the templates assigned to them.
Discover the most important functions for the finance and insurance sector. You can find the complete overview here: https://www.primedocs.io/en/functions.
The proven template software for Finance & Insurance
- Case studies from the field show that with primedocs, financial and insurance service providers have driven forward the digital transformation of template management - quickly, efficiently and precisely.
Financial service providers: The creation of financial reports and company documents has been significantly accelerated and professionalized. Templates guarantee automatic compliance with consistent corporate design standards, while template validation processes ensure compliance with regulatory requirements. Uniform documents are reliably created in accordance with company guidelines - thanks to centralized template management and simple application of design standards.
- Insurance: The creation of policies, claims reports and compliance documents has been optimized. Templates ensure automated content that is created quickly, professionally and in line with the brand. This strengthens brand management, avoids errors and ensures reliable documents for customers and partners.
primedocs saves time, reduces errors and enables companies in Finance & Insurance to perform better.
Success story: Basellandschaftliche Kantonalbank