Workflow automation for financial services
In the financial sector, processes must run quickly, flawlessly, and compliantly. With Diamond Forms, Flows & Docs you automate forms, workflows, and document generation, from customer onboarding to claims. Save time and costs; experience the solution for yourself now with a no-obligation demo.
Greater efficiency, lower costs, and fully streamlined processes for financial service providers.
Your main benefits in financial services
- Request the UBO details of your relations online. Including information from external sources and all necessary checks.
- Quickly create personalized quotes and other documents with the document generator.
- 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 create a multilingual, pre-filled form.
- Connect Diamond with your own systems, such as accounting or CRM software.
Want to experience Diamond's functionalities yourself?
We understand that choosing an online form and workflow management tool is not something you do overnight.
Experience Diamond's solution for yourself with our free demo.
Prefer direct contact? Call +31 85 042 00 71 or mail us.
UBO investigation
Enterprise features
Diamond gives you complete control over your forms, with the freedom to maintain everything yourself. To ensure that every company can get the most out of Diamond's forms, we have developed the following functionalities especially for large financial organizations:
- Multi-language: 1 form in multiple languages.
- Forms and email templates per business unit.
- Price per size of organization with infinite forms, answers, users and customers.
- Customization with upgrade guarantee.
Integrated smart forms
Pre-fill information
Remind, review and sign
Streamline processes
Due to the hustle and bustle in the office, forms can sometimes be pushed aside or forgotten. But with Diamond you can set up the forms in such a way that relations are reminded in a timely manner. The forms can also be signed directly online. Would you still like to check the data? With the review option you can easily add a step yourself to assess the response.
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.
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.
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.
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.
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!
Forms to documents
Personalized documents
Converting financial data into documents such as personal quotes requires flexibility. With Diamond you can create dynamic forms, the data entered can then be automatically checked and a personalized quote can be sent within seconds. Generated in a formatted, neat PDF with Diamond's document generator.
Safe and secure
Sending files with privacy-sensitive financial information in an e-mail or via commercial upload and download services is currently not considered sufficiently secured. However, with Diamond's following security and compliance measures, you can send information and files with confidence:
- GDPR support for fields
- periodic pen tests
- on premise, cloud hosting in the Netherlands or cloud option from all well-known cloud suppliers
Comply with GDPR laws
Process information
Take pressure off the back office
With Diamond Forms, Flows & Docs you can take the pressure off the back office employees by organizing processes smartly. Diamond's software shifts the task from processing information to checking information. The following unique features of Diamond ensure that you run an efficient business:
- Conditions on questions, question sets and pages.
- Extensive configurable Word / PDF documents based on answers.
- Instantly create and display calculations.
- Automatic checks and validations.
- Links with external systems, such as your back office.
Start using Diamond Forms, Flows & Docs today
Call +31 85 042 00 71 or send an email.