{"id":45153,"date":"2024-08-08T13:23:46","date_gmt":"2024-08-08T13:23:46","guid":{"rendered":"https:\/\/www.templafy.com\/?page_id=45153"},"modified":"2025-11-19T12:47:33","modified_gmt":"2025-11-19T12:47:33","slug":"financial-services","status":"publish","type":"page","link":"https:\/\/www.templafy.com\/home\/solution\/financial-services\/","title":{"rendered":"Financial services"},"content":{"rendered":"\n
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financial services<\/p>\n\n\n\n

Custom client documents in minutes<\/h1>\n\n\n\n
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Whether it’s a fund report, financial plan or client presentation, use automation and managed AI to build better documents, faster.<\/p>\n\n\n\n

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Get started<\/a><\/div>\n\n\n\n
Watch video<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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Automate your route to productivity<\/h3>\n\n\n\n
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With Templafy <\/p>\n\n\n\n

Sell more with automation <\/h2>\n\n\n\n

Eliminate manual, repetitive document work and free up time for value-driven tasks.<\/p>\n\n\n\n

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\u201cTemplafy ensures our professionals have access to the right content at the right time, so they can spend more time on true finance work.\u201d <\/p>\n\n\n\n

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Petra Cisneros<\/p>\n\n\n\n

Mergers & Acquisitions Associate, Aquin<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Create better proposals<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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With Templafy <\/p>\n\n\n\n

Deliver accuracy, every time <\/h2>\n\n\n\n

Ensure every document contains up-to-date content and client data with centralized content management.<\/p>\n\n\n\n

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\u201cTemplafy has far exceeded our expectations, enabling us to drive brand consistency across all our marketing and communications efforts with ease.\u201d<\/p>\n\n\n\n

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Micah Davis<\/p>\n\n\n\n

Chief Marketing Officer, Live Oak Bank <\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Stay on-brand<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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With Templafy <\/p>\n\n\n\n

Stay secure and compliant<\/h2>\n\n\n\n

Automate your document generation workflow to ensure full compliance with industry standards and regulations.<\/p>\n\n\n\n

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\u201cTemplafy has built a highly successful partnership with Microsoft. Their deep commitment to customer value, technology performance and innovation truly sets them apart in their market.\u201d<\/p>\n\n\n\n

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Morten Kvist Thomsen<\/p>\n\n\n\n

Executive Director Global Partner Solutions, Microsoft\u202f <\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Generate compliant documents<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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Focus on people, not proposals<\/h2>\n\n\n\n

Automate the creation of investment reports, tax and risk statement, and proposals and get back to the work \u2013 and the people \u2013 that matter most. <\/p>\n\n\n\n

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Get started<\/a><\/div>\n\n\n\n
Request pricing<\/a><\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n
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\u201cNow employees can compile the best material for their purpose, quickly. The result is higher quality presentations that always follow the latest brand guidelines.\u201d <\/p>\n\n\n\n

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Chloe Lehembre<\/p>\n\n\n\n

Public Relations Manager, Cofidis Retail<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Read full story<\/a><\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n
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on-demand webinar<\/p>\n\n\n\n

How BDO Canada is digitally transforming its business<\/h2>\n\n\n\n

Find out how automation is helping BDO Canada improve its client experience and generate better results.<\/p>\n\n\n\n

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Watch webinar<\/a><\/div>\n<\/div>\n\n\n\n
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“Last year, we generated over 120,000 documents through Templafy, saving us about $1.65 million.”<\/p>\n\n\n\n

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Brion Hendry<\/p>\n\n\n\n

Partner and Assurance Innovation Leader<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n

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Additional RESOURCES<\/p>\n\n\n\n

The role of document automation in finance<\/h2>\n\n\n\n

Here’s what else you need to know about Templafy and its impact on finance.<\/p>\n<\/div>\n\n\n\n

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Get the whitepaper<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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Read now<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":8,"featured_media":0,"parent":46415,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-45153","page","type-page","status-publish","hentry"],"acf":{"header_mode":"light","footer_mode":"dark","book_a_demo_mode":"dark","exclude_from_search_results":false},"_links":{"self":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/pages\/45153","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/comments?post=45153"}],"version-history":[{"count":60,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/pages\/45153\/revisions"}],"predecessor-version":[{"id":68983,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/pages\/45153\/revisions\/68983"}],"up":[{"embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/pages\/46415"}],"wp:attachment":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/media?parent=45153"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}