Specialising in efficency savings for your business
Financial Services Case Studies and Success Stories with Doc2
CASE STUDY Liquid Corporate Finance
Doc2 helps Liquid Corporate Finance save up to four days per deal. The platform lets them create agreements in seconds using smart forms and eSign features. Terms of business that used to take 10 min...utes now take just 30 seconds. This speeds up funding for clients and reduces paperwork stress. The solution brings big time savings and improves accuracy for the team.
Doc2 helped Sedulo speed up deal closures and improve client onboarding. Sedulo had slow, manual document processes that delayed service delivery. With Doc2, Sedulo now creates and eSigns documents q...uickly using an easy platform. The new process saves 4 to 5 days per client. Sedulo also benefits from scalable plans and better pricing as they grow.
Doc2 helped Simple Commercial Finance Limited save hours on each deal by streamlining document creation and eSigning. Before Doc2, the team used a slow Word document system that caused delays and err...ors. With Doc2, documents are created, sent, and signed much faster. The platform is easy for all team members to use. This improved efficiency and allowed the team to focus on growing their business.
Doc2 helped Finspire Finance Limited improve document management and compliance. Before Doc2, Finspire struggled with slow, error-prone manual processes and long waits for signed documents. With Doc2..., 95% of documents are now signed in 30 minutes, and compliance updates are instant. The platform made Finspire more efficient and credible, helping them build trust with clients. Doc2's eSigning and template features streamlined their operations and ensured regulatory compliance.
Doc2 helped Business Development Directors Limited speed up contract creation. Before, making documents took 40 minutes. Now, it takes only 5 minutes. Staff training is faster and easier. Standard te...mplates mean fewer errors and better compliance. The team can focus more on important work and less on paperwork.
Doc2 helped White Rose Finance Group Limited speed up onboarding and ensure compliance for their broker network. Before Doc2, they managed over 100 Appointed Representatives with manual templates, ca...using delays and errors. With Doc2’s Management Portal and Template Library, they now control templates centrally and update them instantly. This saves hours per deal, increases the number of documents returned, and lets brokers focus on business growth. The solution improved efficiency, compliance, and network growth.
Doc2 helped Westwood Capital Finance Limited fix slow and inconsistent document processes. Before Doc2, they used manual Word documents that caused errors and delays. With Doc2, they now use digital ...forms and eSignatures. This made their documents clear and easy to review. The funding process is now faster and clients are happier. Real-time updates help Westwood track document status and improve follow-ups.
Doc2 helped PACT Finance Ltd, a commercial finance broker, manage compliance and sales processes with ease. PACT Finance faced challenges with regulatory demands and manual document creation. Doc2 al...lowed them to integrate compliance into daily sales activities and generate compliant documents quickly. The owner became proficient with Doc2 in just 30 minutes. Privacy notices were sent and signed within 3 hours, improving efficiency and accuracy.
Doc2 helped Yorvik Business Finance speed up client onboarding with digital forms and eSigning. Before Doc2, clients took up to three days to return signed documents. With Doc2, clients now complete ...and eSign forms in under one minute. Yorvik Business Finance saves 10 hours per month on document processing. The process is now faster, more professional, and gives directors full control over contract status.
Other Industry Case Studies and Success Stories with Doc2
CASE STUDY EcoSave Gas and Power Ltd
Doc2 helped EcoSave Gas and Power Ltd improve their sales process with API integration. Before Doc2, EcoSave had slow, error-prone manual contract creation. The Doc2 API pulled data from their CRM, m...aking contracts accurate and fast. EcoSave reduced their quality team by 50% and saved 15-30 minutes per sales contract. The new process is smooth, easy to use, and ensures compliance.
Doc2 helped Cornerstone Finance Group fix slow and inconsistent document management. Before, they used many platforms and had delays with face-to-face signings and emails. Doc2 gave them one easy pla...tform for all teams. Document turnaround dropped from 24 hours to minutes. Over 25 advisors now use Doc2 to keep service consistent. Compliance and security improved with features like IDV and AML checks.
Fiducia Implements Doc2 Template Library to Boost Efficiency and Compliance Across AR Network - Cambridge Network
Fiducia Commercial Network has implemented Doc2's template library to enhance efficiency and compliance across its Appointed Representative network. This integration allows Fiducia's ARs to manage ag...reements swiftly and in compliance with regulatory standards, improving operational efficiency and client service. The solution, live since June, centralizes template management, reduces administrative tasks, and supports network consistency, aligning with Fiducia's growth strategy.
Fiducia Implements Doc2 Template Library to Boost Efficiency and Compliance Across AR Network
Fiducia Commercial Network has implemented Doc2's template library to enhance efficiency and compliance across its Appointed Representative network. This integration enables ARs to manage agreements ...swiftly and maintain regulatory standards, offering a competitive edge. The centralized system simplifies workflows, reduces administrative tasks, and supports network-wide consistency, aligning with Fiducia's growth strategy.
