Search
The financial world is rapidly developing and many standard processes can be replaced. With Diamond Forms, Flows & Docs you automate these time-consuming standard processes and ensure that you have more time for your primary tasks. Experience it yourself with a free online demo.
Solutions for various challenges within your financial organization and added value for every department and user. With Diamond Forms, Flows & Docs you increase your productivity, costs are reduced and processes become more accurate.
UBO investigation
Diamond gives you complete control over your forms, with the freedom to maintain everything yourself. To ensure that every company can get the most out of Diamond's forms, we have developed the following functionalities especially for large financial organizations:
Pre-fill information
Remind, review and sign
Due to the hustle and bustle in the office, forms can sometimes be pushed aside or forgotten. But with Diamond you can set up the forms in such a way that relations are reminded in a timely manner. The forms can also be signed directly online. Would you still like to check the data? With the review option you can easily add a step yourself to assess the response.
Markel Insurance uses the forms with automatic actions from Diamond Forms, Flows & Docs to make processes more efficient. Requesting, preparing and adjusting quotations is smooth and without labour-intensive manual handling. That saves Markel time and money.
Polaris Assuradeuren uses digital forms by Diamond Forms, Flows & Docs to organize the settlement process with its clients as optimally as possible. The extensive options for personal invitations, pre-filled forms and automatic reminders made Polaris choose for Diamond.
NIVRE has started only taking tests via Diamond wih online forms. Enthusiastic about the extensive possibilities and ease of creating forms yourself, the various application forms for a NIVRE registration, PE points and complaints were added at a rapid pace.
Compliance with internal security requirements is of crucial importance to Allianz. The secure storage and exchange of data was the deciding factor to choose Diamond Forms, Flows & Docs for their online forms.
GGD Haaglanden uses Diamond Forms, Flows & Docs to create flexible forms. These forms are used both for personally inviting medical professionals to relevant meetings and for the registration of attendees. Using Diamond Forms, they publish these forms on their website without IT support. That works!
Forms to documents
Converting financial data into documents such as personal quotes requires flexibility. With Diamond you can create dynamic forms, the data entered can then be automatically checked and a personalized quote can be sent within seconds. Generated in a formatted, neat PDF with Diamond's document generator.
Sending files with privacy-sensitive financial information in an e-mail or via commercial upload and download services is currently not considered sufficiently secured. However, with Diamond's following security and compliance measures, you can send information and files with confidence:
Comply with GDPR laws
Process information
With Diamond Forms, Flows & Docs you can take the pressure off the back office employees by organizing processes smartly. Diamond's software shifts the task from processing information to checking information. The following unique features of Diamond ensure that you run an efficient business:
Call +31 85 042 00 71 or send a WhatsApp