Case Studies

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: 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: 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.

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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™.

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Industry: Financial Services

Client: Global Investment Bank

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, 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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