Automate and reshape the financial world

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.

Your main benefits

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.

Interested in all Diamonds features for the finance industry?

View the full list of features

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.

Financial advice form

Connections in forms

Good financial advice is based on relevant data and can be substantiated accordingly. With Diamond, forms can make direct connections to your systems and databases, allowing data to be stored and calculations to be performed immediately. This means you have to process less information yourself and you can rely on the conclusions that are automatically generated.

Sign forms online

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.

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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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.

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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.

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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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Quotation form

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.

GDPR Tax Form

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

Inventory form

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.

Automate and reshape the financial world

Your main benefits

Enterprise features

Connections in forms

Streamline processes

Markel Insurance

Polaris Assuradeuren

NIVRE

Allianz

GGD Haaglanden

Personalized documents

Safe and secure

Take pressure off the back office

Start using Diamond Forms, Flows & Docs today