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
Insurance Policy, Contracts, Rental Contracts, Employment Contracts
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 [...]
Stefan Runggatscher
Information Systems Data Management
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
How other customers in Finance successfully implement dox42
Resources
Do you want to start right away?
dox42 Sample Templates
