Centrally govern and automate your best practice contracts, reports and forms

Templafy works with global financial institutions to ensure all employees are empowered with the tools they need to create best-practice documents, presentations and emails.

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Streamline and automate the creation of business documents, such as Non-Disclosure Agreements, and trust that the most up-to-date information is being used.

  

Learn why SDC chooses Templafy


“Implementation was easy. The whole transformation was given a positive spin- of course everybody in the organization wants to appear to be more professional- and to save time in the process.”


SILLE STENER
CMO, SDC

  

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Benefits of using Templafy:

Security and scalability

Templafy is hosted on Microsoft’s Azure cloud service. Our solution has been rigorously tested to ensure that all data is saved in a secure place and protects sensitive information. We take data protection seriously and are GDPR compliant. Templafy stores only minimal client and employee data. The Templafy solution undergoes Penetration Tests by an external security firm twice a year. We also encourage and support customers who would like perform their own Penetration Tests.

Automated compliance

Banking and finance compliance standards and regulations are ever-changing. With Templafy you can trust that your employees have access to your most up-to-date document templates, legal disclaimers and formatting styles. Templafy automatically formats your documents with correct fonts and other important style conventions so following the latest company standards becomes the easiest way for your staff to work.

Centralized governance

Templafy’s centrally managed, easy-to-use administration interface allows brand and compliance managers to instantly add and edit content across your entire global organization. This means employees across all departments and office locations have access to the latest brand assets such as document templates, images and corporate charts right within their Office applications.

Increased productivity

Your staff won't waste time with formatting issues, searching for different document templates or creating on-brand charts. Templafy reduces the need for unnecessarily repetitive and tedious steps when creating best practice documents, presentations, spreadsheets and emails. Your organizations most up-to-date digital assets are readily available where your employees are already working, such as in PowerPoint and Excel.

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Templafy has several powerful features to assist banking and finance teams when creating documents, presentations and emails.

Template & Content Access with Library

  • All document templates, images and text elements are available to staff directly within their office applications.
  • Personalized document templates and digital assets, such as images and charts, are accessible on any device, both online and offline.
  • Templafy integrates seamlessly with your existing IT infrastructures and bespoke functionalities.
  • Our simple, centralized administration platform allows non-IT staff to easily update and deploy best-practice content and manage access rights online.

Watch this short video to see how it works

 

 

Document Automation with Builder

  • Templafy’s Builder intuitively guides employees to create forms, proposals, contracts and other documents via simple automated forms right within their Office applications.
  • Streamline the creation of both standardized and complex documents, removing unnecessarily repetitive steps.
  • Employees are empowered with access to your bank or financial institution’s latest text elements, slides, charts etc. as document building blocks.

Watch this short video to see how it works

 

 

Personalization with Dynamics

  • All your document templates, such as contracts and forms, are automatically adapted to each individual employee, combining up-to-date organization details with employee information.
  • Single users can switch been multiple user profiles to work from different offices and regions or write on behalf of colleagues (only with permission of course).
  • Legal disclaimers based on your employee profile and corporate brand elements are dynamically applied to every single document.

Watch this short video to see how it works

 

 

Email Signature Manager

  • Centrally manage compliant, personalized and on-brand email signatures organization-wide.
  • Signatures are added without emails being sent to third-party servers meaning emails don’t leave your security walls unnecessarily.
  • Fonts, formatting and legal disclaimers are automatically updated in emails.

Watch this short video to see how it works

 

 

Brand consistency with BrandChecker

  • Brand assets such as fonts, company colors and logos are automatically checked for compliance.
  • Brand assets are instantly validated against your corporate visual guidelines.
  • Templafy’s BrandChecker allows employees to reuse old documents but notifies them if any elements are off-brand or outdated and makes it easy to update.

Watch this short video to see how it works

 

Templafy integrates with your existing infrastructure

Templafy is seamlessly integrated directly into Word, PowerPoint, Excel, and Outlook. It also integrates with the document management systems and digital asset management systems your firm is already using.

Integrations include iManage, Box, Cumulus, Getty Images, DropBox, OneDrive, SharePoint, Bynder and more. Custom integrations are also possible on request.

With Templafy, users will never have to leave the Office platform to search for content or templates, maximizing productivity and ensuring full compliance.

2018 Financial Services Tech Trends

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Brand consistency builds brand integrity

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Request your free demo to get started, or get in touch for more details.

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