Industry Use Case

Financial services industry

Optimise financial services documents and processes with enterprise-grade document automation and generation

Document Automation

Some of the firms we’ve helped

Insurance policy document automation


Simplify and streamline your document generation processes for financial services with DocFusion. Our no-code platform empowers your team to create dynamic, compliant, and personalised documents, ensuring regulatory compliance and unlocking new levels of efficiency.

Intricate, complex client communication

In the financial services industry, managing a maze of diverse documents is a formidable challenge. Financial institutions, from wealth management firms to insurance companies and investment firms, grapple with a multitude of document types like client onboarding materials, investment reports, insurance policies, and debt review documents. Each of these demands precise templates and compliance adherence, making document management complex and time-consuming.


Dealing with intricate templates and numerous variables and rules is onerous, time-consuming, and typically requires special skills.


Manual document processes result in inefficiencies, errors, and delays.


Heavy reliance on key individuals or the IT department hinders scalability and creates bottlenecks.

Document overload. Manual errors & delays. Reliance & bottlenecks.

“There are clear success stories that prove the transformative power of automation in the banking industry.”

– mckinsey on how document automation technology transforms the banking industry

Experience document automation transformed

DocFusion simplifies the creation of professional, compliant documents, eliminating complexity and inefficiencies. Our no-code platform not only facilitates the creation of templates and generation of documents, but also automates all related document processes. The result: Seamless, end-to-end client communication in less time, with less resources.

How is this level of efficiency reached?

Simplified template development

DocFusion offers a user-friendly interface that allows anyone to create and customise templates without coding. This democratises the process and frees your firm from key-man dependencies.

Advanced document rules engine

DocFusion enables advanced automated rules and content creation features for hyper-personalised documents, reducing manual errors and ensuring accuracy and consistency.

Streamlined document generation

DocFusion automates the entire document generation, workflow, and output process, eliminating manual efforts and increasing efficiency.

Centralised content libraries

Reusable content libraries enable the creation of sub-templates, promoting consistency and collaboration across teams.

Easy integration and data management

DocFusion seamlessly integrates with existing systems, leveraging data sources for dynamic and personalised document generation.

 Streamline document creation. Ensure compliance. Unlock new levels of efficiency.

Tangible benefits for you and your clients

  • Seamless integration with all your existing systems, including CRM, ERP, and BPM.
  • Faster time-to-market, enabling streamlined product launches, policy renewals, and claims processing.
  • Resource optimisation, freeing up your firm’s valuable manpower and time resources. 
  • Collaboration and version control, with a central repository for templates that ensures role-based access, version control, and consistency across the firm.
  • Collaboration and version control, with a central repository for templates that ensures role-based access, version control, and consistency across the firm.
  • Personalisation and customisation, leveraging data sources to create dynamic and tailored documents for each client.
  • Regulatory compliance, automating the inclusion of necessary clauses, terms, and disclosures in documents.
  • Happier, more loyal, and confident clients who can rest assured their insurance needs in good hands.

Faster time to market. Resource optimisation. Confident clients.

A step-by-step of automated document generation.

Take the next step

Contact our DocFusion experts today to discuss your unique requirements and discover how our transformative document generation and automation solution can revolutionise your firm’s operations.