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.

Generate

AUTOFORM 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.

Distribute

Simply 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.

Archive

User 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.

Retrieve

24/7 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.

Why AUTOFORM?

 

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.

 
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In-House Control

Our flexible training will help your staff to quickly learn how to create exceptional branded documentation with AUTOFORM LN, for all types of communication, from corporate correspondence to personalised customer statements. Being able to keep your design work and knowledge in-house means that your documents can be rapidly modified to highlight new products, changing requirements, branch locations, branding or updated regulations. For storage and retrieval of your documents, whether generated or captured, AUTOFORM DM provides an immediate customer centric document repository that is fully integrated with your banking ecosystem.
 
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Quick to Deploy

Whether deployed on-site, in the cloud or as SaaS, AUTOFORM’s software integrations and capabilities, combined with our project management experience, will support the tight timelines, expectations and challenges of a core banking project. Our integrations into Temenos products are 'out of the box', with minimal configuration and no development required to generate, store and retrieve your customer related documents and images.
 
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Temenos Award Winners

EFS Technology is proud to have earned the title of MarketPlace Provider of the Year and to have also been recognised as a valued Complimentary Partner of the year on three separate occasions by Temenos.
 
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A Truly Global Customer Base

With customers in over 40 countries, we have been providing output and document management solutions across the world for more than 25 years. Whether it’s in person at your offices, or remotely you'll always receive our very best level of support, training and service, regardless of where you are based.

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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-House
Control

You can create and maintain your own documents in house, reduce consultancy costs and react to changes quickly.

No
Development

No development, no compiling – drag and drop logic-based data mapping

Content
Personalisation

Dynamically add, remove or change content based on customer data, preferences, products, marketing campaigns, location, legalese and compliance requirements.

Multi Language Documents

Full Unicode support lets you print, process & display data in any language, as well as localising the date and currency formats automatically.

Multiple
Formats

Receive, 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 Channel
Delivery

Deliver 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.

Modular
Solution

The modular design of the AUTOFORM software allows banks to add additional functionality as and when required.

Web
API's

Push and pull data easily from Temenos and any other 3rd party system.

We've been a
Temenos Partner for

0

Years

We're currently
operating in

0+

Countries

Across the world
we have

0+

Customers

Documents generated &
archived by AUTOFORM

100+

Billion

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THE ART of Document Management

AUTOFORM DM is a digital archive that sits at the heart of the AUTOFORM Product suite, providing fast and secure access to documents, with prebuilt integrations into Temenos products.

Fully
Integrated

AUTOFORM DM facilitates the secure storage and retrieval of customer documents with “out of the box” integrations into the Temenos Product Suite.

Automated
Archiving

All 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 &
Store

Scan and save your customer ID documents, application forms and correspondence, ad-hoc (in branch) or in batch (at regional offices).

Quick &
Easy

Centralised administration, streamlined deployment with automatic install options and a clean and modern UI, makes AUTOFORM DM straight forward to use and manage.

Safe &
Secure

Using the Temenos security layer, LDAP integration, a customisable audit trail, and regular security updates, AUTOFORM DM keeps your documents safe and under control.

High
Availability

AUTOFORM DM can be clustered to help ensure uninterrupted access to documents around the clock.

Configuration
Management

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.

REST
API

Our 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.

Some Of Our Customers

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We are EFS Technology

Experience & Expertise

EFS Technology has been working with banks across the world to provide industry leading output and document management software. We were an early provider of simple and powerful tools and facilities such as: networked distributed forms, automated emailing, effective repagination, XML to hard copy documents, automated online archiving and XML document processing to name but a few. We are committed to always developing and improving on our products and solutions to ensure our customers receive the very best output and document management software.

Always
Listening

We work closely with Temenos to ensure that we follow a complimentary development track and maintain compatibility and alignment with industry trends.

Always
Learning

We 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.

Always
Committed

We are proud to have a loyal and growing customer base. We always go that extra mile to ensure your projects are successful.

Always There
For You

No matter where you are in the world, we are here for you. (we have customers in most time zones!).

ISO 27001 Certified

EFS Technology is serious about protecting the information entrusted to us by our customers and staff. To ensure that our Information Security Management System (ISMS) remains both consistent and fit for purpose in the face of ever-shifting security threats, we undertake continual internal and external auditing and review in which staff at every level participate. To this end we are proud to be able to display our ISO 27001 certification as awarded by the British Assessment Bureau as a recognition of our commitment to information security and best practices.
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Contact Us

Sales

For all enquires please contact us on:

+44 (0)1223 842747

sales@efstechnology.com

EFS Technology

2 Burlington Park,
Station Road
Foxton
CAMBRIDGE, CB22 6SA

Support

Visit our support site for help and advice
on all of our products.

© EFS Technology 2020 · Cambridge

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