DocFamily has been playing a major part of the lending process at DZ BANK AG since 2014.

The efficiency in the creation and maintenance of lending process related documents could be significantly increased due to the modularization of document modules and the integration of various systems (SAP, non-SAP) to automatically prefill complex case-data. The document is filed to the electronic credit file via workflow after electronic approval.

DZ BANK AG generates a large part of the credit-specific correspondence with DocFamily.
The tool-supported standardization of letters, their automatic filling with system SAP-data and an electronic release workflow enabled a significant reduction in complexity for the employees. At the same time, the solution offers the necessary flexibility in DZ BANK AG’s key account business by being able to enter free text at any time.