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& Automation

We're familiar with the challenges you face; we have solved them before.

Let us help you ensure accuracy, greater degree of control, and as a result better service and efficiency across all groups and communications.

Controlled document generation across all groups and banking systems

Any document type...

...across the board! Loan agreements, security alterations, loan settlements, advance notices, security chases, account-related documentation, and other teller documents.

You have complete flexibility to design your documents the way you want, while having peace of mind that they will be generated in compliance with that design.

Any banking system

Do you work within separate banking systems for retail and business banking, and management of loans, mortgages, and their securities?

No problem. You can be confident that your documents are generated using the correct and up to date information, and are presented and delivered in line with your business needs.

Reduced error rate

With your data flowing straight from the relevant system into your documents and communications, human error is a thing of the past.

This means you can confidently enforce 100% consistency with the systems of record, and compliance with rules and thresholds.

Make changes easily

The process of making changes is hassle-free and secure.

If your client changes their mind on loan parameters halfway through the process, you can simply recreate the document, using those new parameters. All relevant documents will update automatically.

Controlled process

Reduce dependencies on document reviews, and review only when required.

Valid, compliant, and pre-approved terms and clauses can be added by your staff as required. Tracking changes, versioning, and approval workflows provide additional peace of mind.


Handle the entire process electronically. Once approved and finalized, your documents can be signed electronically, using any e-Signature provider of your choice.

Our API is well-documented and flexible – so the integration process is simple.

We can help you solve challenges across the end-to-end process through document automation.

Read about how some banks are solving their challenges:

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Previously, only some experts could fully create accurate and complete documents; now, most end-users are able to.

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An Innovative Bank

A common, independent document generation platform; templates built and maintained directly by business teams.

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Australian Retail Bank

Seamless, responsive, always-available, wizard-driven generation of 100% accurate documents.

Handle with confidence

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Full integration...

...with any number of banking systems and data sources. Any process that requires document or communication generation can be integrated with ActiveDocs, no matter what banking system it originates from.

Your data can flow seamlessly from one place to another. That means less risk prone manual entry, diminishing the risk of human error.

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Paperless processing

Where the legislation permits it, your entire process can be handled paperlessly – from the first request, to the provision of service.

This is enabled through generation of electronic documents, the ability to include electronic attachments, and the integration with providers of electronic signatures.

"The outcome has been extremely positive for the Lending Services Department who have been able to improve the document generation turn-around and reduce the resource required to produce these complex documents."

Project Lead at an Innovative Bank in the Southern Hemisphere.

Read the Case Study

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Through 25+ years of experience working with the world's top banks, we have learned about your challenges, requirements, and ideal solutions.

Dream solutions for banks:

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Simple & Capable Integration

So much valuable information and process structure already exists in your systems. You have told us that you would like to make the most of it.

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Efficient Content Creation

With a high volume of documents to create, there is a lot to consider. We have learned that making the process efficient is consistently one of your top priorities.

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Centralized Content Management

With your templates, T&Cs, documents, and customer data scattered across numerous systems, wouldn't it be great to manage everything from a single location?

What is document automation?

Document automation is the process of transforming documents into intelligent templates, and then using these templates to create 100% accurate documents, every time.

Investment reports, loan settlements, security chases, annual statements, contract schedules, and payment plans – along with all your other essential documentation – can be automated to guarantee compliance and maximum efficiency.

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A few favorite features that are helping banks succeed:

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Data Integration

Reduce or even eliminate data entry and transposition with accurate and up to date data delivered straight to your templates.

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Versatile Formatting & Delivery

Your documents go where you need: e-delivery, external storage, physical print, print-to-file... or anything in between.

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Flexible Integration

Pick and choose freely from other applications – our flexible API means we integrate with everything.

Do you have any questions?