Case Study: J&T Banka achieves 50% faster document production and major cost savings with CARET's HotDocs solution

J&T Banka finds huge cost savings & time savings with HotDocs

J&T Banka, a private bank headquartered in Prague with operations across the Czech and Slovak Republics, struggled with a time‑consuming, error‑prone manual document production process for lending and client‑service paperwork. To address duplicated data entry, inconsistent templates and regulatory compliance risks, the bank engaged CARET to implement a document automation solution (server‑based, integrated with Line of Business systems).

CARET delivered a Server document‑automation implementation integrated with Microsoft Dynamics CRM and SharePoint, creating standardized, multilingual templates, pulling customer data directly into documents, and adding barcode tracking for security and profiling. The CARET solution cut lending document production time by over 50%, eliminated repetitive data entry, sped customer onboarding, ensured consistent branding and legal text, and produced measurable cost and time savings for J&T Banka.

J&T Banka

Jakub Šváb

Head of Legal