FINANCIAL SERVICES COMPLIANCE SOFTWARE
Keep every document compliant from the first draft
Compliance shouldn’t slow teams down. Templafy works inside Microsoft 365 to automatically apply regulatory requirements, legal disclaimers, and brand standards to every proposal, report, and client presentation from the start.
What is document compliance?
Financial services firms are under constant pressure to meet evolving standards, from Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements to GDPR and Basel III. Every update adds new complexity, and with thousands of client documents in circulation, even a small oversight can mean serious risk.
Manual reviews and outdated templates make it difficult to keep up. Templafy solves this by embedding compliance into document creation itself, so every file your teams produce automatically aligns with the latest legal, brand, and regulatory requirements.
How Templafy solves financial services compliance challenges
Templafy brings compliance control and content creation together. From inside Microsoft 365, employees work from pre-approved templates and data sources that update in real time as regulations evolve.
Compliance and brand teams can roll out changes instantly across the organization, ensuring every document is accurate, consistent, and audit-ready by design.
The challenge
Regulatory updates take weeks to filter through, leaving teams unsure if their templates or disclosures are current.
With Templafy
Templates and assets update instantly from a central library, ensuring every document reflects the latest brand and regulatory standards.
Today
Compliance rules sit outside the tools people actually use, leading to missed steps and manual errors.
With Templafy
Compliance lives inside Word, PowerPoint, and Outlook, so every document starts and stays compliant automatically.
The challenge
Teams reuse old templates and copy disclosure form past files, risking inconsistencies and outdated information.
With Templafy
Smart templates automatically include the right legal text, disclaimers, and data for each region or business unit.
Today
Sensitive client data is copied manually between systems, increasing the risk of human error.
With Templafy
Data flows securely into documents through system integrations, protecting information and keeping every client interaction accurate.
The benefits of document automation for financial services
Compliance is just the start. Templafy helps financial services firms work smarter, cut risk, and deliver high-quality client content at scale.
Reduce risk and stay compliant
Built-in legal clauses, disclosures, and brand governance ensure every document meets current regulations before it leaves your firm.
Save time with automation
Templafy users save over 30% of their time on repetitive document tasks like proposals and reports.
Improve accuracy and consistency
Templates update in real time and apply rules automatically, keeping content precise and eliminating human error.
Scale compliance globally
Manage documents across regions, languages, and regulations from one centralized platform that grows with your operations.
Lower operational costs
Faster, more accurate document creation reduces rework, cuts review time, and boosts productivity company wide.
Protect your brand and client trust
Every client-facing document reflects your firm’s identity and integrity, so your reputation stays as strong as your compliance.
With Templafy
AI-generated content built for financial services compliance
In financial services, every word matters. Disclaimers, disclosures, and data accuracy can’t be left to chance—even when AI is involved.
Templafy’s AI features are built for regulated industries, ensuring every AI-generated document follows your firm’s compliance, brand, and data security standards from the start.
Create compliant documents in minutes with document agents
Generate documents from a simple prompt
Just describe what you need and document agents create complete proposals, client reports, or presentations directly inside Microsoft 365. They apply the right templates, disclosures, and data automatically.
Start with compliance built in
Agents use approved content and live business data to build accurate, brand-aligned documents that meet regulatory standards before anyone starts editing.
Use knowledge from your firm’s secure systems
Document agents automatically pull information from Salesforce, SharePoint, and internal databases to ensure every document includes the most current and compliant data.
Perfect your content with Templafy’s AI Assistant
Refine content that stays compliant and on-brand
Templafy’s AI Assistant helps improve, summarize, or expand text directly in Word, PowerPoint, and Excel. This keeps your firm’s tone, accuracy, and compliance intact.
Choose secure, compliant AI models
Use OpenAI, Google Gemini, Claude, or your private enterprise models within Templafy’s governed framework to maintain full control over data and compliance.
Create reusable prompts for every department
Build prompt libraries for compliance, legal, or client-facing teams and give each group the AI tools they need to create accurate, compliant content faster.
How 4 firms safeguard reputation and save time with Templafy
Compliance without the chaos
“Templafy has far exceeded our expectations, enabling us to drive brand consistency and communications efforts with ease.”
Micah Davis, Chief Marketing Officer, Live Oak Bank
Presentations made simple
“Employees can now quickly compile high-quality communication materials that adhere to the latest brand guidelines, resulting in better and faster presentations.”
Chloé Lehembre, Public Relations Manager, Cofidis Retail
Reports that clients can count on
“Since implementation, we’ve had a 100% adoption rate and it’s used daily across our workforce.”
Petra Cisneros, Mergers & Acquisitions Associate, Aquin
Proposals in minutes, not hours
“Templafy has freed up our sales team to do more live presentations, which has a direct impact on our win rate.”
James Bruce, Senior Pre-sales Architect, IComm
Additional resources
How AI transforms document workflows in financial services
Discover how AI transforms financial document workflows by boosting compliance, speed, and accuracy.
How to automate financial reports
Learn how to streamline financial reporting and ensure every report meets regulatory standards.
Ready to talk to a document compliance expert?
There’s a reason why 4 million users across 800 enterprises use Templafy to keep every document compliant, accurate, and on-brand. From automated legal text insertion to real-time regulatory updates, Templafy transforms compliance from a bottleneck into a competitive advantage.
The best way to see it in action is to book a walkthrough with one of our experts who can show you exactly how Templafy integrates with your existing systems and workflows.
Frequently asked questions
What is document compliance software?
Document compliance software automates the creation and management of business documents to ensure they meet regulatory, legal, and internal policy requirements. For financial services, this includes automatic insertion of required disclaimers, regulatory language, and audit trail creation.
How does Templafy ensure financial services compliance?
Templafy embeds compliance directly into Microsoft 365 workflows with centralized template management, automated legal text insertion, role-based access controls, and complete audit trails. All updates are applied in real time across every document.
Which financial regulations does Templafy support?
Templafy supports compliance with AML, KYC, GDPR, Basel III, and other financial regulations by enabling firms to embed required language, disclaimers, and audit controls directly into their document workflows.
How does Templafy integrate with existing financial systems?
Templafy integrates seamlessly with Salesforce, Microsoft Dynamics, SharePoint, CRM systems, and other enterprise platforms, pulling live data directly into compliant documents while maintaining security boundaries.
Is Templafy secure enough for financial services?
Yes, Templafy maintains SOC 2, SOC 3, and ISO 27001 certifications with zero-trust architecture. All processing happens within your security boundary with complete audit trails for regulatory compliance.
How quickly can we see results with Templafy?
Financial services teams typically see immediate productivity gains, with document creation time reduced by over 30%. Full compliance automation and template standardization can be implemented within weeks rather than months.
Does Templafy require training for our teams?
Templafy works directly within Microsoft 365 applications that teams already use. If they can use Word and PowerPoint, they can use Templafy immediately without additional training.