Use Windward's automation solutions to cut the time spent generating complex banking documents. All it takes is a few minutes to create documents that once took days and still meet banking compliance and quality guidelines in the process. Document automation can improve customer satisfaction and maximize efficiency when creating notification letters, loan agreements and more.
Here are a few use cases to start with:
Close more deals by automating the loan documents. You can create application documents and facility letters in a fraction of the time it would take to do this manually. Loan agreement or contract templates can be designed within minutes in MS Office using Windward Designer. Automation ensures everything is accurate and up to date and you can get it signed without involving the postman. Whether it is a loan agreement letter for personal, business or vehicle loans, you can get it right with Windward's document automation.
Despite the large number of applications for mortgages, banks can achieve quick response time by automating document generation. Quickly capture important information from application forms and respond to applicants fast and with zero errors. Even after approval of mortgage loans, continue to provide notification about money paid, due dates as well as late payments.
Impress clients with prompt and error free statements on request as well as periodically. Banks can save time and money by automating this process and eliminating the need for data entry positions. You can automate monthly or weekly financial statements in seconds and they include the most accurate data down to a transaction made just a few minutes before the statement request.
Keep board members and regulatory bodies informed about the performance of the bank with well presented financial documents. Automated reports maintain a set format that is easy to interpret and the data included is accurate. In just a few minutes, you can generate an annual report with all the details included. Preparing for an annual general meeting is much easier with automated documents.
Employees trusted with financial documents of customers may need to sign non-disclosure agreements. There is no need to type out a new contract every time you take on a new employee. Quickly generate employment documents that include everything an employee needs to get started. All employment documents can be automatically generated right from the job advert to retirement letter.
Know how Windward can make your banking related documents generation easy and flawless.