Document Solutions You Can Bank On
AUTOFORM is the proven output and document management solution for Temenos customers. It enhances the raw data in Temenos’ product suite, allowing your bank to create exceptional documentation, in multiple languages, whilst ensuring a consistent corporate standard across all of your documents, with real-time omni channel distribution to your customers. As documents are generated or received, they are automatically stored for immediate retrieval through Internet and Mobile banking.
GenerateAUTOFORM takes care of your data, leaving you free to focus on your document design. Just create a digital template, then drag and drop the Temenos Transact output where you want it. It really is that straight forward. No programming Transact, no consultants and no delay. Our intuitive design tools and sophisticated data processing engines make it easy for you to format your output exactly how you want it.
DistributeSimply release your EOD / COB output and point it at AUTOFORM. Our software takes care of everything based on your customer distribution preference. Automatically sort, batch, schedule or send your customer interfacing documents immediately to multiple broadcast channels, including archive (& internet banking), email, 3rd party API endpoints, local printers, operations department, external print fulfilment houses, mobile messaging or network fax.
ArchiveUser friendly and quick to deploy, AUTOFORM DM provides a centrally available, customer focused digital repository, accessible from within all Temenos banking solutions. Staff and customers alike can access stored documents at the click of a button from a single interface. Whether deployed in the cloud or on premise, AUTOFORM DM's clustered, high availability architecture means that it can scale to an ever-expanding customer base.
Retrieve24/7 secure access to documents 365 days a year is essential for modern banking and AUTOFORM DM gives your staff and customers the ability to rapidly retrieve photos, signatures, forms, IDs and banking documents through Temenos Transact and Infinity. Out of the box integration allows staff to retrieve customer related documents on demand, supported by our APIs for 3rd party interface integrations.
Tried & Tested
Our award-winning software is “out there right now”, quietly generating, archiving and distributing millions of documents around the clock for banks across the world. From on-demand customer statements at the click of a button, to huge ‘close of business’ print runs, you can rely on AUTOFORM to give your customers and clients the information they want, exactly when they want it.
We have developed, installed and supported our flagship products for over 20 years, across all banking verticals (retail, investment, wealth management, Islamic, microfinance). Over 80 banks and financial institutions entrust their daily document generation, delivery and storage to AUTOFORM.
Quick to Deploy
Temenos Award Winners
A Truly Global Customer Base
Document Generation For Your Bank
AUTOFORM LN gives you back the power and freedom to design and manage your own customer related documents, cutting out costly development and consultancy time, complex coding or the need for letter headed stationery. Intelligent digital distribution ensures that your documents automatically reach the right people at the right time, in whatever format required.
Easily add graphics, or static / dynamic messages, paragraphs or phrases to personalise and enhance communications with your customers. Convert data to barcodes to generate account linked application forms or add calculations to generate running totals with absolutely no development work required. AUTOFORM lets you manage and control all of your documents in-house, from account statements and advice notes, to letters and contracts.
In-HouseYou can create and maintain your own documents in house, reduce consultancy costs and react to changes quickly.
NoNo development, no compiling – drag and drop logic-based data mapping
ContentDynamically add, remove or change content based on customer data, preferences, products, marketing campaigns, location, legalese and compliance requirements.
Multi Language DocumentsFull Unicode support lets you print, process & display data in any language, as well as localising the date and currency formats automatically.
MultipleReceive, convert and send data in multiple file formats (e.g. PDF, RTF, XLS, XML) to suit different business requirements, integrations and compatibility with different software packages or legacy systems at the bank.
Multi ChannelDeliver EOD / COB documents automatically or on-demand across a range of different channels. Send copies to your AUTOFORM DM archive, print, email, SMS, Internet Banking, 3rd party systems and more.
ModularThe modular design of the AUTOFORM software allows banks to add additional functionality as and when required.
WebPush and pull data easily from Temenos and any other 3rd party system.
We've been a
Temenos Partner for
Across the world
Documents generated &
archived by AUTOFORM
THE ART of Document Management
FullyAUTOFORM DM facilitates the secure storage and retrieval of customer documents with “out of the box” integrations into the Temenos Product Suite.
AutomatedAll documents generated from Temenos Transact are automatically indexed and stored as PDF or PDF/A files giving you original version-controlled copies which are immediately accessible across your entire business. You can also store Word documents, video files & emails.
Capture &Scan and save your customer ID documents, application forms and correspondence, ad-hoc (in branch) or in batch (at regional offices).
Quick &Centralised administration, streamlined deployment with automatic install options and a clean and modern UI, makes AUTOFORM DM straight forward to use and manage.
Safe &Using the Temenos security layer, LDAP integration, a customisable audit trail, and regular security updates, AUTOFORM DM keeps your documents safe and under control.
HighAUTOFORM DM can be clustered to help ensure uninterrupted access to documents around the clock.
Configuration Easily package up and export your AUTOFORM DM system configuration and roll it out to quickly bring new features or changes to your existing environments or create new ‘ready configured’ servers.
RESTOur REST API allows for the complete operation and configuration of AUTOFORM DM, giving you secure document access, retrieval and control across different platforms and 3rd party applications.
We are EFS Technology
Experience & Expertise
AlwaysWe work closely with Temenos to ensure that we follow a complimentary development track and maintain compatibility and alignment with industry trends.
AlwaysWe believe in investing in our staff, ensuring they always have access to the training resources, knowledge and skills they need to bring maximum value to each new project that we work on.
AlwaysWe are proud to have a loyal and growing customer base. We always go that extra mile to ensure your projects are successful.
Always ThereNo matter where you are in the world, we are here for you. (we have customers in most time zones!).
ISO 27001 Certified
+44 (0)1223 842747
CAMBRIDGE, CB22 6SA
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