financial services
Custom client documents in minutes
Whether it’s a fund report, financial plan or client presentation, use automation and managed AI to build better documents, faster.
Automate your route to productivity
With Templafy
Sell more with automation
Eliminate manual, repetitive document work and free up time for value-driven tasks.
“Templafy ensures our professionals have access to the right content at the right time, so they can spend more time on true finance work.”
Petra Cisneros
Mergers & Acquisitions Associate, Aquin
With Templafy
Deliver accuracy, every time
Ensure every document contains up-to-date content and client data with centralized content management.
“Templafy has far exceeded our expectations, enabling us to drive brand consistency across all our marketing and communications efforts with ease.”
Micah Davis
Chief Marketing Officer, Live Oak Bank
With Templafy
Stay secure and compliant
Automate your document generation workflow to ensure full compliance with industry standards and regulations.
“Templafy 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.”
Morten Kvist Thomsen
Executive Director Global Partner Solutions, Microsoft
Focus on people, not proposals
Automate the creation of investment reports, tax and risk statement, and proposals and get back to the work – and the people – that matter most.
“Now employees can compile the best material for their purpose, quickly. The result is higher quality presentations that always follow the latest brand guidelines.”
Chloe Lehembre
Public Relations Manager, Cofidis Retail
on-demand webinar
How BDO Canada is digitally transforming its business
Find out how automation is helping BDO Canada improve its client experience and generate better results.
“At BDO, our focus is on delivering tangible results in a seamless and efficient way. The quality and consistency of the documents we deliver to our clients is non-negotiable. Using Templafy to streamline that process assures quality and allows our team to spend more time building client relationships.”
Brion Hendry
Partner and Assurance Innovation Leader
Additional RESOURCES
The role of document automation in finance
Here’s what else you need to know about Templafy and its impact on finance.
