Exari Contract Automation Resources

Document Assembly Case Studies

Learn how Exari’s customers cut costs, accelerate revenue and reduce risk with our patented document generation solutions.

Industry: Financial Services
Client: Global Asset Manager

Asset Manager Gains Visibility into Contract Data and Minimizes Risk: The Enterprise Impact of Implementing an Intelligent Contract Management Solution in the Financial Services

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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 - eliminates the need to check first drafts and recheck amended versions.

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Industry: Professional Services
Client: Global Audit Firm

Exari helps one of the world’s largest audit firms to reduce the risk of liability and regulatory penalties by 90-95%, to facilitate a more efficient work process, and to create a knowledge database that brings new staff up to speed far more quickly.

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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.

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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.

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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

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Industry: Insurance
Client: Global Reinsurance Broker

A global reinsurance broker has established a central system for creating mission-critical placement and client documents. Now, its multiple international offices produce consistent and compliant reinsurance contracts – faster and more accurately than their competitors.

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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.

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