Optimize processes in banking

The banking industry is evolving rapidly, keep pace with change and modernize your standard processes. Diamond Forms, Flows & Docs automates these time-consuming processes in the banking sector, giving you more time for your core activities.

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In the banking sector, Diamond addresses various challenges, essential for every department. With Diamond Forms, Flows & Docs you improve productivity, reduce costs and optimize processes. Errors are minimized and unnecessary work in banking is eliminated.

Benefits for the banking industry

  • Accelerate online UBO research for your relations. Including information from external sources and all necessary checks.
  • Generate documents from form data for personalized quotes.
  • Track and secure processes within your bank, including roles and rights per department, reviews and logs.
  • Be in full control over your forms and templates, your employees can set everything up themselves.
  • Realize straight through processing with automatic actions, emails and documents.
  • Create multilingual, pre-filled forms that can be digitally signed.
  • Use the data connector to link forms to your own Excel files and/or internal or external calculation tools and your systems such as CRM and accounting software.
Alle features van Diamond

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View the full list of features

UBO investigation

Meertalig Formulier

Large organizations

Using Diamond you have full control over your web forms and the freedom to maintain every aspect yourself. To ensure that every company can get the most out of Diamond's forms, we have developed the following functionalities especially for large organizations such as banks:

  • Multilingual forms: 1 form in every possible language.
  • Form and email templates per business unit.
  • Price per company size, with unlimited forms, answers, users and customers.
  • Customization with upgrade guarantee for new releases.

Connections in forms

The advice and offers you give depend on data provided by your relationship and are based on your formulas. With Diamond, forms can dynamically connect to your systems and databases, allowing data to be stored and calculations to be performed immediately. This way you have to process less information manually and your relations can rely on the conclusions that are automatically generated.

Request financial details

Formulier formules en berekeningen

Comply with GDPR

Formulieren Software Rollen En Rechten

Safe and secure

Banks process large amounts of personal data and privacy-sensitive financial information. Sending files by email or via commercial upload and download services often does not meet the security requirements. However, with Diamond's security and privacy features, you can send information and files with confidence:

  • GDPR settings for fields
  • Access with roles and rights
  • Periodic pen tests
  • On premise, cloud hosting in the Netherlands or cloud option from all well-known cloud suppliers
  • Data encryption
The story of

Markel Insurance

Markel Insurance uses the forms with automatic actions from Diamond Forms, Flows & Docs to make processes more efficient. Requesting, preparing and adjusting quotations is smooth and without labour-intensive manual handling. That saves Markel time and money.

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The story of

Polaris Assuradeuren

Polaris Assuradeuren uses digital forms by Diamond Forms, Flows & Docs to organize the settlement process with its clients as optimally as possible. The extensive options for personal invitations, pre-filled forms and automatic reminders made Polaris choose for Diamond.

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Naverrekening Proces Overleg
The story of


Compliance with internal security requirements is of crucial importance to Allianz. The secure storage and exchange of data was the deciding factor to choose Diamond Forms, Flows & Docs for their online forms.

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Form software Allianz
The story of

GGD Haaglanden

GGD Haaglanden uses Diamond Forms, Flows & Docs to create flexible forms. These forms are used both for personally inviting medical professionals to relevant meetings and for the registration of attendees. Using Diamond Forms, they publish these forms on their website without IT support. That works!

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Medische formulieren
The story of


NIVRE has started only taking tests via Diamond wih online forms. Enthusiastic about the extensive possibilities and ease of creating forms yourself, the various application forms for a NIVRE registration, PE points and complaints were added at a rapid pace.

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Insurance forms software

Quotes to PDFs

Onderteken en review

Generate files

Converting form data into personalized documents requires flexibility to accommodate diversity of customers and types of requests. With Diamond you not only create dynamic forms, the established data can be checked automatically. After which a personal document, completely designed in your corporate identity, can be sent out within a few seconds. Use the document generator for:

  • Offers and contracts
  • Online payments and invoices
  • Banking reports and certificates

Reminders and reviews

Due to busy times in the office forms can end up at the bottom of a pile. With Diamond you can set up the forms in such a way that contacts are reminded in a timely manner to fill in data. And to save even more time, forms can also be signed directly online.

Would you like to check the data after completion? Use the review option and add a step to manually review the response.

Remind, review and sign

Formulier digitaal ondertekenen

Process information

Online form administratie

Reduce workload for your backoffice

Take pressure off your back office employees by organizing processes smartly. Diamond's form automation shifts the task from processing information to controlling and managing data. The following unique features of Diamond ensure that you run an efficient business:

  • Automatic checks and validations.
  • Conditions on questions, question sets and pages.
  • Extensive configurable Word / PDF documents based on answers.
  • Instantly create and display calculations.
  • Links with external systems, such as your CRM.

Start using Diamond Forms, Flows & Docs today

Call +31 85 042 00 71 or send a WhatsApp

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