Learn what SOC 2 is, why it matters for compliance and security, and how Templafy’s SOC 2 certification ensures safe automation of sensitive documents.

How to make auditing faster and more accurate with automation and AI. In this blog, we share which tools deliver the best ROI, and how to stay in control of security, compliance, and quality at every stage. 

Explore the tools that are helping automate critical insurance workflows. We’ll look at what insurance policy management is, how software and automation simplify the policy lifecycle, and why forward-thinking insurers are investing in new solutions to automate the busywork. 

How to automate marketing without sacrificing brand control, quality, or compliance. This blog covers everything you need to build a marketing automation strategy that saves time, frees up your team for more strategic and creative work, and protects your brand. 

Your brand is one of the most powerful assets that your company controls. But with that power also comes great risk. We’ll look at both sides of the equation: the equity gained when corporate branding is consistent and strategic, and the credibility lost when execution breaks down.

We’ll look at how intelligent automation is changing the insurance industry right now, including practical use cases like fraud detection and underwriting, and look at the big trends and emerging technologies shaping the future.   

This blog breaks down the key layers of a modern compliance tech stack. We’ll also look at why leading banks use document automation to deliver audit reports and business documents that are quicker to produce, consistently compliant, and on-brand. 

Close more deals with fast, high-quality, and compliant RFP responses. In this blog, you’ll learn how to choose a solution that balances speed with control—so every response protects your brand and strengthens your reputation. 

Trust, recognition, and revenue all start with making good branding a habit. In this article, we’ll explore why brand consistency is a rewarding business strategy. You’ll see how global leaders protect it, how retailers use it to boost sales, and how your team can put it into practice with the right tools. 

How to win more deals by choosing the right automation software. We’ll cover what proposal automation is and how it can benefit your teams, as well as explore some of the most common use cases to help choose the right solution for your enterprise.  

Companies are increasingly adopting digital asset management solutions that ensure assets are organized and accessible to employees across the organization. Learn what a DAM system is, why it’s important for managing a company, and how it can be implemented into your organization.