Intelligent Automation for Finance | Insurance with dox42

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

Financial Investment Proposals, Financial Reports

Insurance Policy, Contracts, Rental Contracts, Employment Contracts

Insurance Policy, Contracts, Rental Contracts, Employment Contracts

Real Estate Valuation, Depot Evaluation

Real Estate Valuation, Depot Evaluation

How does Volksbank South Tyrol use dox42?

For staff with skills in word processing, the creation of documents is already possible in a short period of time. Furthermore, dox42 enables the creation of complex variable documents by using text blocks and conditioned "rank". Even bar codes are no problem at all for dox42 - therefore it meets our needs to 100% ... and it´s even fun to work with [...]

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.

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.

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 [...]

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dox42 fits perfectly into the IT landscape of Funk Switzerland

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Upcoming Webinar: dox42 & Nintex Success Story at Merck

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