Document and form processes as well as output management for banks

As a competent and experienced solution provider, we support you in automating and simplifying your processes. This applies to document and form management as well as output management.

Individual output with Docugate

With Docugate, you can create any individual output using the integrated, central template and form library.

Templates and forms can be managed easily and without special IT knowledge. Docugate integrates seamlessly with Finnova or Avaloq to transfer client data.

Mass output with Docugate

Docugate realizes document output for various purposes. This applies to the dispatch of serial letters in small and large print runs. It is also used in automated, asynchronous mass production. Examples of this are account statements that are created overnight in batch mode. The software can be integrated into your existing IT landscape, for example for dispatch.

A stack of sheets can be seen on a laptop.

PDF & online forms

With Docugate Forms, your customers fill out "old" PDF forms directly online. This saves sending by post and scanning. This makes your processes faster and error-free. If required, we can also integrate digital signatures.

A person is working on a laptop and enters Max Mus_ in a field.

Electronic signature

Many form processes require the customer's signature before they are received by the bank. A qualified electronic signature is the ideal solution. It replaces the printout and physical signature by the customer as well as the subsequent scanning and processing by the bank. Docugate Signing enables fully digital processes and thus ensures savings in the back office.

Finnova

Core banking system for digitalization and growing compliance requirements of financial institutions.

Avaloq

Core banking system for the Business Process Optimization (BPO) of financial institutions

IMTF

IT solution provider for the automation of core processes in the financial services industry

From a single source

Optimization of processes in forms, document and output management

Around the clock

Use 24 hours a day, 7 days a week, supplemented with expert support as required.

Developed with banks

We know your processes, as our references show.

Experience

We create added value through cooperation with experienced partners in the banking sector.

Flexible pricing

You only pay for what you use.

Data security

Data storage in Switzerland, in a Tier 4 data center with ISO/IEC 27001.

Reliable

Support from our specialists in Central Switzerland.

Innovative

State-of-the-art technology and architecture so that your document and form management can be integrated into your processes.

Docugate cloud or desktop?

Docugate is available as an on-premise solution for installation on your infrastructure. Alternatively, you can simply use it from the cloud. We will be happy to show you the differences and possibilities of Docugate Classic and Docugate Cloud. You will learn how we implement security concepts. You will also learn about Docugate's integration options and interfaces. This will help you map your use cases.

Tips and tricks for Microsoft Office

We offer support and training beyond the Docugate processes. Train your employees in the area of Office and use the tips and tricks of the specialists.

Personal advice

As Lead Docugate Solutions, Andreas Imboden is your point of contact when it comes to questions about Microsoft Office, template management or document creation. He knows our Docugate and Signgate products inside out. This broad know-how and his many years of experience allow him to work with you to design, discuss and, of course, implement a solution tailored to your needs. Get in touch now!

Get in touch