One platform to serve all client-facing content needs worldwide

Get in touch and our experts will show you how Templafy can help your bank to work better with documents.

Higher-quality, increased productivity

Half a million banking professionals are using Templafy

Commercial banking professionals in corporate and investment banking, global banking, securities brokerage, transaction services, and wealth management prioritize compliance and efficiency in document creation by using Templafy. 

Templafy’s solution provides banking professionals with a unified workflow for creating business documents, presentations and sales documents to the highest industry standards, faster.   

Spend time better

Four hours per week saved

Research shows 90% of Templafy’s users in the banking sector are using PowerPoint daily or multiple times per week. They are saving an average of four hours per week* on manual content review with Templafy. 

*Forrester Total Economic Impact study of Templafy 2019

Benefits of Templafy for banks

Support client engagement activities across all documents

  • One central Library to search and access all relevant company content, including connected systems (DAM, spreadsheets, SharePoint and intranet). Access Library from directly inside MS Office applications.

  • Produce standardized, on-brand client-facing content using dynamic templates that automatically insert current brand assets and conform to company design guidelines. 

  • Deliver with speed brand consistent and professional content to clients, such as pitch decks, responses to RFPs, proposals and reviews.
Graphic of ROI calculation for template management

Automated content creation and increased productivity can get your ROI in less than three months

Secure document workflows

From slow and risky to compliant and fast

Employees at commercial, corporate and investment banking units produce high volumes of content, including sales pitches and proposals, RFP responses and client-facing presentations. Creating documents is typically a slow and manual process, requiring multiple steps to search for content and templates before building and reviewing.  

Without a reliable template and asset management system, there’s a considerable risk of compliance errors. Templafy’s document automation eliminates this risk while helping employees across all teams and office locations follow brand guidelines and corporate communication rules automatically in a much more efficient workflow

The solution in context

How Templafy works

Document automation software in Office word

Direct access to everything documents need inside Office apps. The Library appears as an easy-search portal to all up-to-date company digital assets and templates.

Intelligent automation drastically cuts time spent building complex documents and ensures compliance with company standards in a fast document creation process.

Import and Link Excel elements (graphs, charts, tables etc.) in a PowerPoint slide and keep the same format. The Link enables instant updates if changes in Excel occur.

See it for yourself

Interested in how other banks and global enterprises have transformed their way of working with client-facing documents? Are you interested in a standardized, partly-automated, and efficient workflow?

Book your demo and we’ll show you what you need to know.