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
- Quickly create personalized quotes and other 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 and workflows yourself without an IT department.
- Reduce unnecessary administrative work with automatic actions and worklfows.
- 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.
- Make calculations immediately and quickly translate them into documents.
- Request the UBO details of your relations online. Including information from external sources and all necessary checks.
- Use quote forms for personalized offers.
- Facilitate your entire settlement process via online forms, personal e-mail invitations and links to your own systems.
- Easily organize knowledge tests and surveys.
- Easily handle the application and onboarding of employees.
Do you want to know more? View the full list of features or schedule a personal demo with a specialist!
MORTGAGE ADVICE FORM
Tailored advice
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.
INVENTORY FORM
Take pressure off the back office
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:
- Conditions on questions, question sets and pages.
- Extensive configurable Word / PDF documents based on answers.
- Automatically store the data in your back office.
- Instantly make and display calculations.
- Checking and validation by your back office employees.
- Link possible with extensive workflow tooling.
The story of
Ministry of Health, Welfare and Sport
The Ministry of Health, Welfare and Sport is the Dutch Ministry responsible for public health, health care, quality of life, social work and sport. Diamond is used by the ministry for the application for care access passes and e-certificates.
The story of
GGD Haaglanden
Markel Insurance uses 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 time and money.
The story of
NIVRE
NIVRE has started only taking tests via online Diamond forms. Having become 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.
QUOTE FORM
Personalized quotes
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.
TAX FORM
Safe and secure
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:
- AVG support for fields
- periodic pen tests
- on premise, cloud hosting in the Netherlands or cloud option with all known cloud suppliers
EMPLOYER'S DECLARATION
Streamline processes
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.
adjustment calculation
Special functionalities
To ensure that every company can get the most out of Diamond's forms, we have developed the following functionalities especially for large organizations:
- 1 form in several languages.
- Forms and email templates per business unit.
- Price per size organization with an infinite number of forms, answers, users and customers.
- Customization with upgrade guarantee.
