Intelligent Automation for Finance and Insurance
Your customers expect customized offers and individual support - all around the clock. At the same time, you also need to save expenses. You can achieve your goals with intelligent automation - with dox42! Thus you automate your customer communication and combine all of your data-sources with one mouse click.
What types of documents are automated?
Financial Investment Proposals, Financial Reports
Insurance Policy, Contracts, Rental Contracts, Employment Contracts
Real Estate Valuation, Depot Evaluation
How does BDO use dox42?
We like dox42 for its flexibility in combination with the opportunity to automate processes. This is how we were able to automate the process of our contract generation. Tables, texts and calculated values are integrated into the document and are dynamically filled with content by dox42. We can now automatically generate our contracts individually, adjusted for each employee in a very efficient way.
Andreas Hebeisen
Application Developer & responsible for dox42
More Success Stories
Our competent service provider suggested dox42 and has supported us with its implementation. The possibility to create templates directly in Microsoft Office and to integrate various data sources has convinced us.
Daniel Will
DMS / SharePoint Administrator
Funk Switzerland relies on dox42 because it is a mature product, the fast and uncomplicated support is convincing and the various requirements are completely met.
Matthias Meier
Corporate Development
dox42 enables us to generate tailored documents, like offers or instant insurance policies, for each and every customer individually and swiftly. Thereby, dox42 integrates perfectly into the flexibility of our [...]
Gerhard Steinwendter
Department Head IT/BO/FM
