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Document Solutions for the Banking and Insurance Sector

Office networks, centralized services, Web environments, external collaborators,
high-volume production, DocPath-Reg has solutions for all areas

Banking and Insurance Document Solutions

Document technology has experienced important advances in the last years. It allows businesses that manage large volumes of information to save on printing costs and to improve their corporate image and customer satisfaction by electronically generating their documents, among other options.

Generally, financial entities and insurance companies work with different environments:

  • Office networks responsible for real-time generation and printing of contracts, policies, statements and receipts.
  • Batch or high-volume production environments for postal delivery and email communications.
  • Client Web portals from which personalized PDF documents can be dynamically generated for viewing and printing statements, receipts, etc.
  • Intermediary Web portals for consulting reports and lists, printing offers, etc.

As banks and insurance companies work with different environments, even with different platforms, their requirements for document technology multiply. The solution of choice must be able to meet all of the complex demands of banking and insurance sector businesses.

It is important that form design can be done with a single tool, whatever the working environment may be, and that control can be exercised over different form versions and the objects that comprise them. Additionally, the tool must be able to manage creating multi-language documents and incorporate dynamic charts (2D, 3D), barcodes, legal clauses and templates created in different formats, such as Word, PDF, etc.

Our vast experience at DocPath-Reg in the Banking and Insurance Sector has afforded us the opportunity of developing one of the most advanced and flexible Document Output and Document Print Management software solutions in the area of document management software, allowing enterprises to easily address the complexities of managing contracts, policies, statements, etc.

You can consult an extensive list of entities and insurance companies that trust their processes to the DocPath-Reg Solutions or consult some implementation examples.


DocPath-Reg Solutions for the Banking and Insurance Sector:


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