Case Study: Compeer Financial modernizes document automation with ActiveDocs

Compeer Financial automates 100,000+ documents a year with ActiveDocs

Compeer Financial, a member-owned Farm Credit cooperative, faced the challenge of replacing its outdated Microsoft InfoPath-based document generation system. With InfoPath's support being phased out, Compeer needed a modern document automation solution from a vendor like ActiveDocs that offered greater flexibility, easier maintenance, and robust integration with its nCino and Salesforce systems.

ActiveDocs implemented a modern document automation solution that integrated seamlessly with nCino and Salesforce. This allowed Compeer to automatically generate over 100,000 business-critical documents per year. The results included a dramatically faster template design process, a highly resilient and secure deployment, and robust, low-maintenance integrations that could easily accommodate new business requirements.

Compeer Financial