Case Study: First National Bank streamlines legal document production with Updraft

First National Bank - Customer Case Study

First National Bank (FNB), a financial services and insurance provider, needed a way to quickly produce legal contracts, legal advice packages, and litigation documents for its specialist legal call centre. Updraft supported the bank with its legal expertise and automated legal template and document generation capabilities to meet this demand.

With Updraft’s document generation and case management functionality, FNB was able to drastically reduce drafting turnaround times, maintain a consistently high standard of professional advice, and expand the services offered through the call centre. The system is described as easy to use, with contracts produced in just a few minutes, while Updraft also provides ongoing support and regular updates to contracts and questionnaires.

First National Bank

Tertius Bossert

Specialised Services, FNB Insurance Brokers