Case Study: Bank of New Zealand achieves automated, customer-specific loan agreements and insurance proposals with Mitratech HotDocs

Bank of New Zealand - Customer Case Study

Bank of New Zealand (BNZ), a major New Zealand bank with over 5,000 employees and 180 retail stores, needed to produce large volumes of customer-specific loan agreements and insurance proposals across personal and corporate lines while maintaining accuracy, personalization and regulatory compliance. To address the challenge of scaling document creation across its Personal, Business, Agri and Private Wealth clients, BNZ turned to Mitratech HotDocs and its HotDocs document automation solution.

Mitratech HotDocs implemented HotDocs templates and automated document generation to produce tailored loan and insurance documents quickly and consistently. The solution streamlined BNZ’s document workflows, improving speed, accuracy and compliance while reducing manual effort and errors—delivering measurable improvements in turnaround time, consistency of output and operational efficiency across the bank.

Bank of New Zealand