Financial Services

Financial Services

You can’t be a digital financial services organisation with analogue documents.

Most financial services enterprises are optimised for a pre-digital world.

They rely on analogue documentation – Word and PDF – and manual processes to manage customer communications, policies, procedures, and regulatory compliance.

And yet, financial services are entering a truly transformational phase — challenging all players to find new ways to remain competitive.

For financial services providers such as superannuation funds and financial advisers, key issues such as the impact of risk and regulation, innovations in mobile and digital technologies, and the changing face of the customer are disrupting old business models.

Financial Services - Industries We Serve - Main Image Option 3-min

1WordFlow Financial Services Suite

Policies Re-Imagined

Policies Re-Imagined transforms policies and procedures into dynamic, enriched web pages, accessible anywhere, on any device, in over 100 languages.


Comply automatically identifies and maps policies and procedures to the relevant regulation and measures compliance.


Transform automatically converts Word and PDF documents –product information, guidelines, statements of advice and policies, to enriched, mobile enabled web pages, eliminating downloads.


Reveal automatically converts scanned documents to enriched web pages, extracting, analysing, and reporting on key data points.


Egenda transforms meeting papers into fully-interactive, secure websites, available anywhere and on any device.

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Transform the customer experience with Digital Insurance Contracts – our cloud based service is fast to implement.

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