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Making strategic business decisions is easier when you have the whole picture. S-Docs aggregates data from your CRM into forms and documents, offering decision-makers access to actionable insights with just one click.
S-Docs for finance
Mitigate security risks, stay compliant, and ensure accuracy with S-Docs for financial services.
Trusted by leading financial institutions, worldwide
The challenge: overcoming security and compliance barriers
Security concerns and strict regulations deter many companies in the financial industry from adopting cloud-based document management solutions. This often leads to outdated or inaccurate data, inconsistent branding, and lost time due to tedious paperwork processes.
You need a secure, innovative solution that’s easy for your team and clients to use.
The solution: S-Docs document automation for finance
Financial institutions, real estate companies, and insurance firms need partners who understand their unique needs. S-Docs was designed to improve your bottom line.
Have a clear view of your data
Save time with automated document generation and client communications
Clients expect fast results — they don’t want to sit around waiting and accidentally miss essential documents. Document automation powered by S-Docs allows you to impress clients with fast turnaround times and consistent communication.
Instantly generate professional documents, send them to clients easily, and have more time for other priorities.
Eliminate e-Signature difficulties
Waiting for a signature can hold up important agreements and delay your ability to serve your clients. Empower your team and clients to keep things moving with a secure, responsive, and intuitive e-Signature solution.
Provide a consistent brand experience
Brand consistency is noticeable — and a sure sign of professionalism that builds client trust. Automated document generation eliminates laborious, error-prone processes and ensures you put your best foot forward with every client, every time.
Why S-Docs?
Finance professionals are experts at managing risk, so when it comes to technology, you need the most dependable solutions on the market. S-Docs offers a specialized solution that addresses the finance industry’s specific needs.
Reliable cloud-based solution accessible anywhere, anytime, from any device
Compatible with HubSpot and Salesforce
Unrivaled security backed by FedRAMP, IL2, IL4, and SOC II compliance
Automation capabilities powered by conditional logic
Document visibility management and version history tracking
Intuitive drag-and-drop template builder
Create documents for every one of your needs:
- Account applications, opening documents, and summaries
- Client engagement notices
- Invoices
- Promissory notes
- Client agreements
- Compliance documentation
- Policy documentation
- Claims forms
- Renewal documents
- Agent contracts
- Purchase agreements
- Disclosure forms and statements
- Deeds, mortgages, titles, and leases
- Closing documents
- Inspection reports
- HOA documents
- Appraisals
- Property tax documentation
Proven results: Health insurer streamlines policy renewals with document automation
Learn how S-Docs revolutionized this health insurance provider’s document workflows (this could be you).
It’s time to optimize your finance document automation workflows
Seamlessly generate accurate documents, get e-Signatures, and stay organized with S-Docs.
Optimize your financial operations
Contact us today to get started.