Standardizing document quality

Like many M&A advisory firms, Aquin faced a common challenge – the need to efficiently convert vast amounts of unstructured content into high-quality documents within tight timeframes.

It used Excel to track templates, had difficulty ensuring consistent wording, imagery, and brand identity across every piece, and spent too long formatting client presentations.

As a result, the firm allocated significant resources to maintain a consistent level of quality across the board. It was committed to delivering an optimal client experience, yet longed for a more efficient way of achieving this.

Petra Cisneros, M&A associate at Aquin shares her reflections on the organization’s overall objectives, how the decision-making process worked, and the internal adoption of Templafy.

How does Templafy support your digitization strategy?

Templafy has truly digitalized our processes, transformed our quality management system, as well as ensured a consistent brand identity across teams and projects.


Furthermore, digitalization has brought about further benefits, such as the possibility to offer our employees a good work-life balance including the option to work remotely from different countries as well as part-time employment. Things that were previously unheard of in our industry are now becoming the new norm.

Can you share a few metrics around Templafy?

Since implementation, we’ve had a 100% adoption rate and it’s used daily across our workforce. The ROI has been huge, and we’ve had very positive feedback from clients and investors with regards to the quality of our presented materials.


With Templafy, we’ve managed to significantly improve the employee experience while producing better work that has led to more deals. It’s a win-win and we’re delighted with what we’ve managed to achieve – so far!