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

  • Quickly create personalized forms and documents.
  • Define and track your financial processes including workflow, preventive alerts and logs.
  • Create multilingual, GDPR proof, flexible and digitally signed forms.
  • Quickly and easily adjust your forms, calculations and workflows yourself without an IT department.
  • Accelerate the flow with automatic actions, emails and documents.
  • Link forms to your trusted Excel files and/or internal or external calculation tools via the data connector.
  • Easily build multilingual, pre-filled forms yourself.
  • Create links with your own banking systems.
  • Easily handle the application and onboarding of employees.
Alle features van Diamond

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View the full list of features

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.

Read on
Insurance forms software
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.

Read on
Naverrekening Proces Overleg
The story of

Allianz

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.

Read on
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!

Read on
Medische formulieren
The story of

NIVRE

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.

Read on
Insurance forms software
Digitaal formulier met calculaties

Income form

Safe and secure

Sending files containing sensitive financial information via email or commercial upload and download services is not sufficiently secure for the banking industry. However, with Diamond's following security and compliance measures, you can send information and files with confidence.

  • GDPR compliance support for fields
  • Periodic penetration tests (pen tests)
  • Hosting on-premise, in the cloud in the Netherlands, or with the cloud option from well-known cloud suppliers.

Financial advice form

Dynamic calculations

Quality financial advice is based on relevant, well-substantiated data. Diamond forms allow your banking systems to connect directly to databases, storing data and performing calculations instantly. This minimizes manual processing and provides reliable conclusions that are automatically generated.

Formulier formules en berekeningen
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.

Read on
Insurance forms software
The story of

Allianz

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.

Read on
Form software Allianz
The story of

NIVRE

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.

Read on
Insurance forms software
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.

Read on
Naverrekening Proces Overleg
The story of

Holland Herstel Groep

Holland Herstel Groep (HHG) uses Diamond Forms, Flows & Docs via a mobile app on location. By means of identifying barcodes, data is registered with the correct object. The barcodes can be scanned directly into the form with the camera of a phone or tablet. Without lengthy searching or typing long ID codes.

Read on
Formulieren op locatie buitendienst
The story of

Nyenrode

Nyenrode Business University uses the dynamic forms of Diamond Forms, Flows & Docs on its website to ensure smooth enrollment processes. Through integration with your own systems and databases, manual adjustments are no longer necessary. This leaves more time for what really matters.

Read on
Digitale processen forms
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!

Read on
Medische formulieren
Digitaal offerte formulier

Digital requests

Personalized quotes

Due to differences in financial situations and wishes, it is practical for companies in the banking industry to use an interactive Diamond form. With Diamond's data connector, the data is automatically checked, resulting in a personalized quote that can be sent within seconds.

CRM forms

Relieves pressure on the back office

Diamond Forms, Flows & Docs takes he pressure of the back-office employees in the banking sector by creating smart forms. The software shifts the focus from processing to checking information. The unique features enable you to operate more efficiently.

  • conditions on questions and pages
  • configurable Word/PDF documents based on answers
  • automatic data storage
  • direct calculations and checks
  • integration with extensive workflow tools
Online form administratie
Digitaal naverrekening formulier

Bank account forms

Specialized functionalities

To ensure that organizations in the banking sector can get the most out of Diamond forms, we have developed specific features:

  • Multilingual forms.
  • Customization per business unit for forms and email templates.
  • Scalable pricing structure with unlimited forms, responses, users and recipients.
  • Customization with upgrade guarantee.

Employee forms

With digital signature

Employee registration involves a lot of paperwork that requires data to be entered multiple times, which hinders efficiency.

With Diamond you can set up forms so that available information is pre-filled, relations are reminded in a timely manner and forms can be signed directly online. Set up an optimal onboarding process for your banking organization with Diamond.

Formulier digitaal ondertekenen

Start using Diamond Forms, Flows & Docs today

Call +31 85 042 00 71 or send a WhatsApp

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