Diamond offers solutions for various challenges within your financial organization and has added value for every department and user. With Diamond Forms, Flows & Docs you increase your productivity, costs are reduced and processes become more accurate. In this way, errors and unnecessary work can be prevented and risks reduced.
MORTGAGE ADVICE FORM
Good financial advice is based on relevant data and can be substantiated with it. With Diamond's forms, your systems can connect directly to databases so that data can be stored and calculations can be performed immediately. This way you have to process less information yourself and you can rely on the conclusions that are generated automatically.
With Diamond Forms, Flows & Docs you can take pressure off the back office employees by smartly designing forms. Diamond's software shifts the task from processing information to verifying information. The following unique Diamond features help you run an efficient business:
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!
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.
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.
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.
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.
Due to discrepancies in financial situations and different wishes, it is useful for financial companies to draw up an interactive form from Diamond. With the Diamond data connector, the entered data can be automatically analyzed and a personalized quote can be sent out in no time.
Sending files with privacy-sensitive information in an e-mail or via commercial upload and download services is nowadays not considered to be sufficiently secured. However, with the following Diamond security and compliance measures, you can send information and files with confidence:
An employer's statement is useful if a lender wants to get a picture of a customer's financial situation. Unfortunately, employers are often in no hurry to complete an employer's statement, limiting your efficiency. But with Diamond you can organize the forms so that contacts are reminded in a timely manner and that they can fill out the form in a streamlined and easy way.
To ensure that every company can get the most out of Diamond's forms, we have developed the following functionalities especially for large organizations: