Document Generation Case Studies
Learn how Exari’s customers cut costs, accelerate revenue and reduce risk with our patented document generation solutions.
 |
Review: Exari 5.3: Browser-Based Document Assembly
by Seth G. Rowland
“Exari shines,” says noted document assembly expert Seth Rowland in his TechnFeature review of Exari 5.3. Rowland goes on to say that, “Exari has just about every feature you could imagine for a document assembly system.” In addition to a very comprehensive review of the product components and features, the author also explains how to calculate your return on investment for a document assembly solution.
|
Industry: Financial Services
Client: Global Investment Bank (Master Agreements)
Exari helps the documentation group reduce turn-around times to develop first drafts of master agreements - from hours to minutes and eliminates the need to check first drafts and re-check amended versions.
Learn more
Industry: Business Information Services
Client: Dow Jones
Dow Jones has reduced sales contract creation times by more than 90% now that their legal team is delivering tailored, self-service contracts to its global sales force.
Learn more
Industry: Financial Services
Client: Westpac Banking Corporation
Westpac has accelerated their equipment finance deals while reducing portfolio risk. Loan approval response times have been reduced from days to minutes through vastly improved document assembly and external workflow.
Learn more
Industry: Financial Services
Client: Global Investment Bank (Structured Products)
A Global Investment Bank has reduced turnaround time for complex financial documentation by as much as 70% and reduced portfolio risk. Complex derivative agreements are created quickly and accurately using the web-based system
Learn more
Industry: Financial Services
Client: Oikocredit
Oikocredit has streamlined multi-lingual complex finance documentation quickly and accurately and met its #1 priority: To improve their output of consistent, high-quality documents so that the level of risk is not compromised.
Learn more
Industry: Insurance, Lloyd's broker
Client: Croton Stokes Wilson Limited
London Lloyd’s broker Croton Stokes Wilson (CSW) began a project to automate the production of their key placement and client documentation in 2007 using Exari’s InsuranceAccelerator™.
Learn more
Industry: Insurance
Client: Global Reinsurance Broker
A global reinsurance broker has established a central system for creating mission critical placement and client documents Now, multiple international offices produce consistent and compliant reinsurance contracts – faster and more accurately than their competitors.
Learn more
Industry: Legal
Client: Major Global Law Firm
A major global law firm has reduced turnaround time, increased profits, and improved client relations. The firm is obtaining client instructions and delivering packages of complex, individually customized, inter-related contracts within hours.
Learn more