Finnova connection with Docugate

Finnova, a pioneer and leading provider of banking software solutions in Switzerland, enables banks to improve their services through the use of modular and comprehensive software solutions. The integration of Docugate into the Finnova system provides a seamless and efficient solution for document and form management, enabling banks to optimize their processes and offer innovative services.

Direct document creation from Finnova

With Docugate's standardized interface, users can create documents and forms directly from the Finnova interface. This integration improves the user experience and productivity by simplifying and speeding up the document creation workflow.

Automatic data integration

Important customer data and relevant information is seamlessly transferred from Finno-va to Docugate. This data is used both for the personalization of documents and for the automatic creation of necessary forms in accordance with internal guidelines.

Flexibility in template management

Templates and forms are managed outside of Finno-va within Docugate, which enables flexible use of the forms regardless of specific business cases. Changes to templates can be made centrally without affecting the Finnova system.

Dynamic adaptability

Docugate's dynamic rule sets enable administrators to implement compliance changes and adapt document creation to new regulatory requirements without having to make changes to Finnova.

Illustration of personalized credit agreements from Finnova

Preparation of loan agreements

Automated creation of personalized credit agreements directly from Finnova, with all relevant client data already integrated into the documents.

Illustration of automated securities account opening forms from Finnova

Management of securities account opening forms

Quick and easy creation of forms for opening custody accounts, which are generated directly from the client profiles in Finnova.

Illustration Customer annual reports directly from Finnova

Automated generation of annual reports

Efficient creation of individual annual reports for customers based on their transaction history and account balances.

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!

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