Docfield for Financial Services

Accelerate operational transformation with digital contracts

Supercharge your business growth and revenue with structured contract management, drive compliance, and transform how you interact with your customers.
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These organisations have already
streamlined their document processes
Problem

Poor control over contracts leads to slow responses, bad performance & unnecessary risk

Lacking a central system to manage contracts puts sensitive information at risk and can lead to errors, delays, and compliance issues
Without robust access, tracking, and approval processes, stakeholders and customers have less visibility in the contract process
Without a smart solution to keep contracts and documents up to date, it becomes hard to find and update contracts for regulatory compliance

Minimize risks and close revenue gaps with a single source of truth for contracts

Create and manage a wide range of documents including loan agreements, service contracts, NDAs, lease agreements, regulatory filings, compliance reports, customer onboarding documents, and investment management contracts in a single platform. Robust tracking and search capabilities and automated workflows enable quick access to contracts and a more streamlined process.
Create
Efficiently draft and prepare documents
Collaborate
Work together seamlessly on document modifications
Approve
Expedite review and approval & securely sign documents
Archive
Safely store documents to prevent incomplete repositories
Renew
Ensure you never miss a deadline with automated reminders
Advantages for financial services

Docfield streamlines the entire contract lifecycle, helping companies stay compliant and avoid potential revenue leaks

Document workflow automation

Automate the entire contract lifecycle to reduce manual tasks and ensure your important documents are handled efficiently and consistently, minimizing the risk of errors and delays.

Workflow management

Create custom workflows for each template, assign responsibilities and set deadlines

Dynamic data views

Extract mission-critical data from smart fields and turn them into actionable insights

Centralized document repository

Store all your documents in a central storage system, making it easy to organize, manage, and keep up to date for everyone.

Digital signatures

Speed up the contract signing process, eliminate the need for physical paperwork, save time, and create an amazing customer experience.

Dynamic data views

Extract mission-critical data from smart fields and turn them into actionable insights

Template builder

Set yourself up for success by designing smart templates and workflows

Document import & smart templates

Easily import documents from Microsoft Word, SharePoint, Google Drive, etc., and standardize document processes to ensure consistency and reduce time spent on formatting and manual input.

Actionable insights

Track performance, monitor compliance, identify inefficiencies, and improve operational efficiency with advanced analytics reports.

Dynamic data views

Extract mission-critical data from smart fields and turn them into actionable insights

Template builder

Set yourself up for success by designing smart templates and workflows

Compliance tracking

Ensures that all document-related activities are tracked and logged, providing a comprehensive audit trail and maintaining transparency and accountability.

Transform your contracting management process – from complexity to collaboration

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What customers are saying

"We aim to incorporate updates to rules, legislation, our portfolio offerings, and pricing into these templates. This robust foundation enables efficient contracting for every new engagement, minimizing mistakes and ensuring a consistent, uniform set of documents."
Edwin Reijnders
Bid Manager
"Since we’ve been using Docfield — we are saving up to 80% time on contracting with enterprise clients.”
Hans Hantson
Business Developer EMEA
"More and more of our departments and faculties choose to work with this software. That is enough said, in my opinion."
Mo van Dijk
Policy officer
"We use Docfield to write OER’s. The authors, commenters & advisors enjoy using the product. As the coordinator, I’m most happy about the ease of use."
Raimond van Mouche
Policy advisor
"It is very nice to keep control of your own formats. And one should not be afraid that it is complicated because it is self-explanatory, and I really like that."
Lisa Markesteijn
Senior Lawyer
"I used to have a bunch of Word documents that I sometimes had to scroll through endlessly, which took a lot of time. Now it's much clearer. You can see at a glance what's done and what's not."
Jennifer van Triest
Secretary at the Institute for People & Business
Want to learn more about how we’ve helped our customers?
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Your trusted partner

Docfield seamlessly integrates with your tech stack while ensuring data security. We adhere to industry standards and regulatory requirements, like ISO/IEC 27001, offer secure access management, and host all data in EU-based data centers.
Single sign on
Secure login with SURFconext, OAuth, & Office 365
Uptime guarantee
99.9% platform availability during working hours
All systems operational
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Rapid response with 4-hour resolution for urgent issues
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Integrations
Integrate via our API and custom solutions

Ready to take back control over your contracts?

Streamline everything from contracts to payroll, helping your team stay organized and compliant. Simplify onboarding, enhance collaboration with other departments, and keep all your important documents in one place.
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