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Docugate with Finnova Loan Advisory FLA

Document creation directly from the loan advisory service

Digital efficiency meets structured template management.
The integration of Docugate Cloud into Finnova Loan Advisory (FLA) creates a powerful interplay: credit advice and document creation merge into a seamless process without media discontinuity. For banks that use Finnova, this opens up a new standard in digital client advisory services.

A system that thinks for itself - directly during the consultation

Thanks to the specially developed interface, Docugate Cloud can be seamlessly integrated into FLA. This means that consultation documents are created automatically from the recorded customer data - standardized, legally compliant and always up to date. Optionally selectable text modules, template specifics and document sets can be controlled directly from the consultation process.

Blue laptop with boxes in front of it showing the file formats PDS, PPT, XLSX and DOCX

Proven in practice: Obwaldner Kantonalbank (OKB)

OKB was the first bank to productively introduce the combination of Docugate Cloud and FLA. Technically, the integration was realized in close collaboration between Docugate, Finnova partners and the FLA developer Inventage. The results speak for themselves:

Automated document sets from FLA

Selectable conditions and text modules

Manually customizable content according to system specifications

Smooth collaboration between business, IT and integration teams

The key finding: Docugate Cloud can be used to optimally map the requirements of credit consulting.

Future-proof platform for every bank

Architecture with a future

The open API architecture of Docugate Cloud enables flexible integration into existing system landscapes. A proof of concept could already be realized in the feasibility phase via the publicly documented REST interface. The productive implementation took place within a few months.

Scalable for all bank sizes

Whether you are an individual bank, a cooperative bank or a banking group, the solution has a modular structure, is multi-client capable and meets high requirements in terms of security, traceability and performance. The cloud architecture allows fast rollouts and efficient onboarding of new user groups - regardless of the size or system landscape of your bank.

Integration made easy - even on a large scale

We would be happy to show you how integrating Docugate into FLA can take your credit advice to the next digital level. Contact us for a no-obligation live demo or an initial technical consultation.

Personal advice

As Lead Docugate Solutions, Andreas Imboden is your point of contact when it comes to questions about Microsoft Office, template management or document creation. He knows our Docugate and Signgate products inside out. This broad know-how and his many years of experience allow him to work with you to design, discuss and, of course, implement a solution tailored to your needs. Get in touch now!

Get in touch
Andreas Imboden

Andreas Imboden
Lead Docugate Solutions / Project Manager