In the Finance sector, there is no room for error. With huge volumes of data to deal with, many firms and businesses of all sizes are investing in programs which can eliminate error rate completely.
Intelligent documents can be created which extract and display financial data quickly and efficiently. This will save significant time in the construction of paperwork such as loan agreements and insurance proposals.
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To get a clearer understanding on the current levels of productivity in businesses across the US, we conducted a survey that included responses from those in the Finance industry. Key findings included that one of the barriers to improving productivity was dated technology. It was also discovered that 44{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} of these individuals do not use…


This program has been one of the best investments our firm has made. It has reduced drafting errors where we use it for common documents and forms and has been a game-changer as far as efficiency in our offices. This program is worth far more than its price and is used daily in our office.…


We want to help financial businesses to better utilize their human resources by integrating automation processes. Here are some of the customers working with us to hone TheFormTool’s power.

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As finance professionals, time is always of the essence. That’s why we’ve put together a blog post that looks at ways that any business can save both time and money. Check it out here.