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Financial Services Industries


DocFusion can add value to Financial Services businesses which require Smart Document Generation and Automation. The generic benefits of:

  • Process Optimisation, using connectors and the dynamic rule based engine.
  • Customer Communication Management for custom communications and managing the handoffs between internal and external processes.
  • Connectors into legacy systems such as SAP, SalesForce, Microsoft and all others.
  • Streamed analytics showing frequency of events, timing, customer interactions.

Wherever there is a requirement for Document Generation, Automation and signature, DocFusion does not only plays a role but optimises these processes removing duplication, errors, compliance risks.

Across all industries, DocFusion adds significant value through enabling:

  • Increased Revenue
  • Reduced Cost
  • Reduced Risk
  • Increased Job Satisfaction
  • Enhanced Reputation


Ensure operations remain compliant while improving customer satisfaction.

Incorporating DocFusion® document automation into operations workflows gives banks greater control over document production and template approval processes. Banks around the world save time and money by relying on DocFusion®.

DocFusion® is ideal for all types of financial institutions including commercial banking, retail banking, wealth management, private banking and investment banking.

From communication with parties outside the bank e.g. Customer Onboarding, to operational processes e.g. Statement Generation to collaborative processes i.e. Debt Review, DocFusion® can add value in all areas.

Being heavily document based, compliance driven with a need to reduce costs and increase revenue, banks are adopting DocFusion® as their product of choice.

Banking Benefits Examples
  • The generation of automated intelligent banking documents which streamline all external facing processes.
  • Increased revenue through frictionless and efficient Customer Onboarding. Revenue protection through reduced customer churn. Collections efficiencies through faster debt review enhancement and turnaround.
  • Reduction in cost resulting from the automation of manual processes. The automation of steps leading to full process automation.
  • Digital signatures resulting in faster turnaround times. The requirement for branch visits, print, sign, scan, deliver made redundant.
  • Reduced risk and increased compliance, through assurance that all banking documents are completed properly with all the correct approvals.
  • Reputation enhancement through an enabled centre of excellence for communications and the consistency of corporate image management.


Optimised document generation is a must for insurance providers.

DocFusion® allows for the automation and optimisation of lengthy and complex policy and claims processes.

Everything from standard Policy Generation to Claims Management . Not only can DocFusion® dramatically reduce the time it takes to generate documents, it will also improve the quality of your policy documents by reducing human error. Integrating with multiple databases allows insurance companies to generate custom documents and forms from existing files with ease.

DocFusion seamlessly manages different brands and franchises and also manages all broker interaction where appropriate.

Insurance companies benefit across all levers of competition through the use of the full DocFusion product suite.

Insurance Benefits Examples
  • The generation of intelligent insurance documentation which drives accuracy and efficiency in all external facing processes.
  • Reduced cost through seamless digital policy generation, signature and storage.
  • Customer retention through automated claims administration.
  • Greater compliance through automated FICA during customer onboarding.
  • Increased sales through a reduction in customer friction and greater cross-selling opportunities.
  • Seamless integration between insurers and their broker networks.
DocFusion®’s Low Code Enterprise Cloud Platform Products
Generation and Automation

A dynamic, template-driven document composition and automation engine.

Business Process Management

Frictionless, omni-channel, hyper personalised communication.


Through-digital, cryptographic, tamper-evident and effective.

Enterprise System Connectors

Through-digital, cryptographic, tamper-evident and effective.

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