No-code report design, automated production and secure distribution.
Professional reporting, from data to delivery.
Reporting Maestro and Business Report Designer provide an end-to-end platform for creating, producing, validating, distributing and archiving professional reports. Business users design personalized, multi-format reports without coding, while IT teams automate high-volume workflows, quality controls and secure delivery through a reliable, API-enabled platform.
Key Features
Better client communication
Deliver personalized, consistent and attractive reports in the right format, language, frequency and channel, strengthening service quality and the client experience.
Productivity and cost reduction
Automate repetitive report production and delivery tasks, shorten turnaround times and free employees to focus on clients, analysis and higher-value work.
Reliability and compliance
Validate data, document content and distribution before delivery, with complete logging, controlled access and traceability that support demanding governance and regulatory requirements.
Business autonomy
Empower business users to create and adapt professional reports without coding or day-to-day IT assistance, using approved data and reusable templates.
Key Benefits
End-to-end automation
Orchestrate data extraction, validation, mass or on-demand report generation, quality control and scheduled or API-triggered distribution through reliable, restartable workflows.
Secure multi-channel delivery
Distribute reports by portal, e-mail, print, file system or archive, with granular roles, SSO or LDAP support, audit logs and structured document search.
Open integration and multi-format output
Fully integrated with Wealth Suite, open integration with e.Banking, DMS, etc. through documented REST APIs and connectors; produce PDF, Word, Excel, PowerPoint, HTML and XML outputs.
No-code report design
Create templates with an intuitive web-based drag-and-drop interface, reusable page layouts, tables, charts, dashboards, instant previews and collaboration features.
Resources
Reporting Maestro Brochure
Business Report Designer Brochure
Reporting Maestro Platform
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The future of banking starts here
Discover how our platform helps financial institutions navigate change, embrace new opportunities, and deliver smarter, faster banking. Together, we embrace the future of finance – Leading Banking Forward.
Onboard prospects and non-primary bank customers while instantly assessing their risk profile.
Prestatech automatically validates and extracts financial data from bank statements, payslips, tax returns, and other document types, with built-in fraud detection and rule-based checks for completeness and recency. This enables banks and lenders to better understand customers with limited credit history, accelerate onboarding for new clients or non-primary account holders, and reduce manual review.
Key Features
Increase commercial opportunities by onboarding more prospects faster
While lowering costs, reducing manual work, and scaling operations efficiently.
Streamline onboarding
Cutting lead times from days to minutes and reduce drop-outs.
Reduce manual errors and improve decision reliability through consistent automated validation.
Open banking alternative: access accounts from banks not covered by Open Banking, including smaller institutions.
Benefits
Real-time document validation and automated data extraction from PDFs and scanned images using computer vision.
Handle multiple document types simultaneously
Such as IDs, payslips, bank statements, and tax returns – while automatically validating application requirements.
Built-in advanced fraud detection engine with embedded checks across both document data and underlying metadata.
Protect sensitive data with ISO27001-compliant, secure, and confidential management – no third-party exposure.
Resources
Online risk onboarding
Alternative to Open Banking
Request a demo
Online risk onboarding – Prestatech Document Intelligence at Scale. Resources prestatech logo Request A Demo Report includes cashflow statement, affordability analysis, and risk scores. Indicators show positive cashflow trend and anti-fraud check, with alerts on seasonality and visibility. Onboard prospects and non-primary bank customers while instantly assessing their risk profile. Prestatech automatically validates and extracts financial data from bank statements, payslips, tax returns, and other document types, with built-in fraud detection and rule-based checks for completeness and recency. This enables banks and lenders to better understand customers with limited credit history, accelerate onboarding for new clients or non-primary account holders, and reduce manual review. Benefits Increase commercial opportunities by onboarding more prospects faster While lowering costs, reducing manual work, and scaling operations efficiently. Streamline onboarding Cutting lead times from days to minutes and reduce drop-outs. Reduce manual errors and improve decision reliability through consistent automated validation. Open banking alternative: access accounts from banks not covered by Open Banking, including smaller institutions. Features Real-time document validation and automated data extraction from PDFs and scanned images using computer vision. Learn more Handle multiple document types simultaneously Such as IDs, payslips, bank statements, and tax returns – while automatically validating application requirements. Learn more Built-in advanced fraud detection engine with embedded checks across both document data and underlying metadata. Learn more Protect sensitive data with ISO27001-compliant, secure, and confidential management – no third-party exposure. Learn more Resources Online risk onboarding Category Award Date Business Resiliency Accreditation Builder April 2024 Sustainability Accreditation Starter April 2024 Interested in the full Hopp Tech report? Click here to buy it now. Request a Demo Request a Demo Lorem ipsum Read the analytics ESG & Enterprise Readiness Assessment Scores for Prestatech conducted by The Disruption House Category Award Date Business Resiliency Accreditation Builder November 2024 Sustainability Accreditation Builder November 2024 Interested in the full Prestatech report? Click here to buy it now. Request a Demo Alternative to Open Banking Read the analytics
The future of banking starts here
Discover how our platform helps financial institutions navigate change, embrace new opportunities, and deliver smarter, faster banking. Together, we embrace the future of finance – Leading Banking Forward.
The IMM eSign Remote Connector makes electronic signature (eSignature) easier with direct integration to Temenos LMS Origination.
Key Features
Certified eSignature Connector
Reduce costs per transaction by decreasing paper generation and operating costs. IMM eSign Remote helps to execute account and loan documents faster, enabling account holders to open new accounts and start loans within minutes.
Streamlined Verification Process
The eSign Remote connector offers authentication options which enable financial institutions to easily verify the signer and validate the document integrity each time it is accessed going forward. Each option provides a greater level of assurance so the financial institution can match the option most appropriate to the transaction. IMM eSign Remote offers authentication options including email verification, share secret password authentication, and knowledge-based authentication (KBA) questions.
Ensured Compliance
Using the eSign Remote connector can help financial institutions meet compliance requirements by controlling the signing process and ensuring all information remains secure IMM eSign Remote is fully compliant with UETA and ESIGN acts as well as fully legally enforceable.
Benefits
Reduce Cost Through Efficiency Gains
Lower transaction expenses by minimizing paper usage and reducing operational overhead. IMM eSign Remote streamlines the signing process for account and loan documents, allowing customers to open accounts and initiate loans in just minutes.
Increase Efficiency
Use a single system to manage all online documents and signatures, as well as present pre-populated PDF documents with eSignature capabilities to account holders.
Increase Staff Productivity
The eSign Remote connector eliminates the time-consuming tasks associated with paper documents. Staff can send documents for signature to account and loan applicants instantly and set up automated reminders to progress the process. There is also no need to re-key data because eSign Remote can automatically update information from the system.
Resources
Kinective eSign Remote Connector
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Kinective Streamline the eSignature experience. Integrated to the Temenos LMS loan origination module. dealer track img The IMM eSign Remote Connector makes electronic signature (eSignature) easier with direct integration to Temenos LMS Origination. Key Features Certified eSignature Connector Reduce costs per transaction by decreasing paper generation and operating costs. IMM eSign Remote helps to execute account and loan documents faster, enabling account holders to open new accounts and start loans within minutes. Streamlined Verification Process The eSign Remote connector offers authentication options which enable financial institutions to easily verify the signer and validate the document integrity each time it is accessed going forward. Each option provides a greater level of assurance so the financial institution can match the option most appropriate to the transaction. IMM eSign Remote offers authentication options including email verification, share secret password authentication, and knowledge-based authentication (KBA) questions. Ensured Compliance Using the eSign Remote connector can help financial institutions meet compliance requirements by controlling the signing process and ensuring all information remains secure IMM eSign Remote is fully compliant with UETA and ESIGN acts as well as fully legally enforceable. Benefits Reduce Cost Through Efficiency Gains Lower transaction expenses by minimizing paper usage and reducing operational overhead. IMM eSign Remote streamlines the signing process for account and loan documents, allowing customers to open accounts and initiate loans in just minutes. Increase Efficiency Use a single system to manage all online documents and signatures, as well as present pre-populated PDF documents with eSignature capabilities to account holders. Resources Kinective eSign Remote Connector- Download data sheet PSCU Total Collections Connector Download data sheet Request a Demo Increase Staff Productivity The eSign Remote connector eliminates the time-consuming tasks associated with paper documents. Staff can send documents for signature to account and loan applicants instantly and set up automated reminders to progress the process. There is also no need to re-key data because eSign Remote can automatically update information from the system. Request a demo Monitor Performance Using the powerful reporting functionality found in the Temenos LMS Origination, management can easily track and evaluate how often products are being quoted and fulfilled in order to make timely changes in strategy.” Seamless Document Creation All documents associated with UNITY point-of-sale products are automatically generated as part of the workflow step in the Loan Origination module and printed at the end of the loan cycle along with all other loan documents.
The future of banking starts here
Discover how our platform helps financial institutions navigate change, embrace new opportunities, and deliver smarter, faster banking. Together, we embrace the future of finance – Leading Banking Forward.
The DocuSign connector allows documents generated in Temenos LMS Origination to be seamlessly transmitted to DocuSign for distribution and e-signature.
Key features
Seamless Integration
Documents are seamlessly transferred from Temenos to DocuSign for signature using their standard “envelope” concept. DocuSign tracks all signature captures, as well as automatically distributes any necessary reminders and expiration notifications. During the document lifecycle, as well as when all signatures are obtained, DocuSign sends the updated and completed status back to Temenos and the documents are stored in the system or your archiving system for future reference.
Identify Signers
The DocuSign connector allows a financial institution representative to easily identify all appropriate document signers and reviewers within the platform. Individuals not marked as a signer or reviewer by default can be manually selected and added to the distribution list.
Security & Signature Verification
The identity of a signer can be verified using the optional ID Check. This security feature presents a signer with six verification questions, of which four must be answered correctly in order to gain access to the document(s).
Benefits
Single Platform Approach
DocuSign’s e-signature and notification services are fully integrated with Temenos LMS Origination. No longer will financial institution employees need to leave the system to distribute documents or check the status of applicant signatures.
Added Convenience
Using the DocuSign connector provides additional convenience to both the financial institution and potential applicant. Financial institution employees are no longer dependent on an applicant’s ability to visit a branch in order to finalize an account or loan. Applicants receive an enhanced experience through the ability to quickly and easily sign documents anywhere, anytime!”
Resources
DocuSign Connector
Request a demo
DocuSign Connector eSignatures Made Easy with DocuSign. Integrated to the Temenos LMS Loan Origination Module. dealer track img The DocuSign connector allows documents generated in Temenos LMS Origination to be seamlessly transmitted to DocuSign for distribution and e-signature. Key Features Seamless Integration Documents are seamlessly transferred from Temenos to DocuSign for signature using their standard “envelope” concept. DocuSign tracks all signature captures, as well as automatically distributes any necessary reminders and expiration notifications. During the document lifecycle, as well as when all signatures are obtained, DocuSign sends the updated and completed status back to Temenos and the documents are stored in the system or your archiving system for future reference. Identify Signers The DocuSign connector allows a financial institution representative to easily identify all appropriate document signers and reviewers within the platform. Individuals not marked as a signer or reviewer by default can be manually selected and added to the distribution list. Security & Signature Verification The identity of a signer can be verified using the optional ID Check. This security feature presents a signer with six verification questions, of which four must be answered correctly in order to gain access to the document(s). Benefits Single Platform Approach DocuSign’s e-signature and notification services are fully integrated with Temenos LMS Origination. No longer will financial institution employees need to leave the system to distribute documents or check the status of applicant signatures. Added Convenience Using the DocuSign connector provides additional convenience to both the financial institution and potential applicant. Financial institution employees are no longer dependent on an applicant’s ability to visit a branch in order to finalize an account or loan. Applicants receive an enhanced experience through the ability to quickly and easily sign documents anywhere, anytime!” Resources DocuSign Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Reduce Redundant Data Entry Fields in Temenos LMS Origination are automatically populated based on information found on the Dealertrack application, eliminating the need for double data entry! Request a demo Monitor Performance Using the powerful reporting functionality found in the Temenos LMS Origination, management can easily track and evaluate how often products are being quoted and fulfilled in order to make timely changes in strategy.”
The future of banking starts here
Discover how our platform helps financial institutions navigate change, embrace new opportunities, and deliver smarter, faster banking. Together, we embrace the future of finance – Leading Banking Forward.
NewgenONE OmniDocs platform helps organize content in a secure, centralized repository, and makes information available across your Temenos’ product suite. Using the OmniDocs, your employees to take quicker decisions by enabling anytime anywhere access and seamless collaboation with their peers. Furthermore, it helps enterprises mitigate business risks by ensuring compliance with various regulatory requirements and securing business-critical information.
Overview
Unified Access to Content
Easy access to document capabilities through an intuitive user interface to ensure a single source of truth.
Content Lifecycle Management
Streamline content management by capturing content from multiple sources, classifying it with metadata, surfacing it in frequently used applications, defining retention rules, and disposing of content when required.
Collaboration Among Users
Using a centralized repository, users can collaborate while avoiding content duplication and managing document versions. Annotations and notes can also be used to collaborate, and password-protected content can be shared.
Security and Monitoring
Assign user rights at file, folder, and cabinet levels and metadata-driven rights for enhanced security. Monitor users’ activities, capture audit trails, and generate system reports for detailed insights.
Compliance and Governance
Manage the document lifecycle while ensuring better compliance and governance. The platform is ISO, and DOD certified to meet various regulatory requirements.
Better SLA adherence
Better control over enterprise-wide content, resulting in enhanced compliance and SLA adherence
Request a demo
ONE OmniDocs – Newgen Manage the entire content lifecycle while ensuring security and compliance for all your banking operations Brochure Newgen logo Request A Demo A computer screen shows a dashboard with a colorful pie chart illustrating task distribution, a task list, alarms, reminders, and search options. NewgenONE OmniDocs platform helps organize content in a secure, centralized repository, and makes information available across your Temenos’ product suite. Using the OmniDocs, your employees to take quicker decisions by enabling anytime anywhere access and seamless collaboation with their peers. Furthermore, it helps enterprises mitigate business risks by ensuring compliance with various regulatory requirements and securing business-critical information. Overview Unified Access to Content Easy access to document capabilities through an intuitive user interface to ensure a single source of truth. Content Lifecycle Management Streamline content management by capturing content from multiple sources, classifying it with metadata, surfacing it in frequently used applications, defining retention rules, and disposing of content when required. Collaboration Among Users Using a centralized repository, users can collaborate while avoiding content duplication and managing document versions. Annotations and notes can also be used to collaborate, and password-protected content can be shared. Lorem ipsum dolor Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Request a Demo Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more ISV Assessments/Awards Lorem ipsum dolor sit amet, consectetur adipiscing elit. Category Award Date Business Resiliency Accreditation Builder April 2024 Sustainability Accreditation Starter April 2024 Interested in the full Hopp Tech report? Click here to buy it now. Request a Demo Related Providers Lorem ipsum Security and Monitoring Assign user rights at file, folder, and cabinet levels and metadata-driven rights for enhanced security. Monitor users’ activities, capture audit trails, and generate system reports for detailed insights. Compliance and Governance Manage the document lifecycle while ensuring better compliance and governance. The platform is ISO, and DOD certified to meet various regulatory requirements. Better SLA adherence Better control over enterprise-wide content, resulting in enhanced compliance and SLA adherence
The future of banking starts here
Discover how our platform helps financial institutions navigate change, embrace new opportunities, and deliver smarter, faster banking. Together, we embrace the future of finance – Leading Banking Forward.
bossDMS streamlines document management for banks, consolidating all archiving needs into one secure system with central access control
Regardless of storage technology or application lifecycle, it efficiently archives automatically emails, ERP documents, contracts, and more. From data to file servers and SharePoint, bossDMS simplifies compliance and boosts productivity, allowing your team to focus on core banking operations.
Overview
Gain Time
Quickly find documents with a simple keyword search, reducing search time to just seconds and improving operational efficiency.
Reduce Costs & Avoid Duplicates
Centralized archiving eliminates duplicate storage across departments, reducing storage needs and cutting costs, replacing inefficient silos.
Flexible Access
Access important documents anytime, anywhere via laptop, smartphone, or tablet, enabling mobile banking operations.
Resources
Boss Info One Pager
ISV Assessments/Awards
ESG & Enterprise Readiness Assessment Scores for Axiology conducted by The Disruption House
bossDMS – Boss Info bossDMS: Streamlined Document Management System for Banking Solutions Resources Boss Info logo Request A Demo Three people in a meeting room engaged in discussion. A man in a suit gestures towards a laptop on the table, while a woman and another man listen attentively. bossDMS streamlines document management for banks, consolidating all archiving needs into one secure system with central access control Regardless of storage technology or application lifecycle, it efficiently archives automatically emails, ERP documents, contracts, and more. From data to file servers and SharePoint, bossDMS simplifies compliance and boosts productivity, allowing your team to focus on core banking operations. Overview Gain Time Quickly find documents with a simple keyword search, reducing search time to just seconds and improving operational efficiency. Reduce Costs & Avoid Duplicates Centralized archiving eliminates duplicate storage across departments, reducing storage needs and cutting costs, replacing inefficient silos. Flexible Access Access important documents anytime, anywhere via laptop, smartphone, or tablet, enabling mobile banking operations. Lorem ipsum dolor Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Resources Boss Info One Pager Learn more Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more ISV Assessments/Awards Category Award Date Business Resiliency Accreditation Builder August 2023 Sustainability Accreditation Starter August 2023 Interested in the full BossInfo report? Click here to buy it now. Request a Demo Related Providers Lorem ipsum Prevent Data Loss Secure cloud storage ensures all documents are safely stored, protecting against data loss and ensuring continuous access. Ensure Legal Compliance Meet legal standards like Finma, GDPR, and GeBüV with automated compliance, ensuring full adherence to retention requirements. Leverage Version Control Versioning provides full transparency on document changes. Check-in/Check-out features ensure secure, exclusive editing rights.
The future of banking starts here
Discover how our platform helps financial institutions navigate change, embrace new opportunities, and deliver smarter, faster banking. Together, we embrace the future of finance – Leading Banking Forward.
Lasernet is a comprehensive document and customer communication management platform that generates, designs, distributes, archives and retrieves documents
The Complete Document Generation, Distribution, Archiving and Retrieval Solution for Your Bank.
Formpipe’s software uses the standard data in Temenos’ product suite to create perfectly designed and branded digital and hard copy documentation, across your entire banking network. With real-time distribution to customers & automatic digital archiving, documents and data can be accessed quickly and securely through the Temenos UI using Formpipe’s easy integrations or via mobile app / internet banking.
Overview
Generate
Lasernet takes care of your data, leaving you free to focus on your document design. Just create a digital template, then drag & drop the Temenos Transact output where you want it. No programming, no consultants and no delay.
Distribute
Formpipe’s software can automatically sort, batch, schedule and send your customer documents based on their preferences. Instantly broadcast to multiple channels, including: archive (& internet banking), email, API endpoints, local printers, external print houses, mobile messaging and network fax.
Archive
User friendly and quick to deploy, Autoform DM provides a centrally available, customer-focused digital repository, accessible from within all Temenos banking solutions. Staff and customers can access stored documents at the click of a button from a single interface.
Retrieve
24/7 secure access to documents 365 days a year is essential for modern banking and Autoform DM gives your staff and customers the ability to rapidly retrieve photos, signatures, forms, IDs and banking documents through Temenos Transact and Temenos Infinity.
Proven
Formpipe’s software is currently generating, archiving and distributing millions of documents around the clock for banks across the world. You can rely on Formpipe to give your customers and clients the information they want, exactly when they want it.
Quick to deploy
Whether on-premise, in the cloud or as SaaS, Formpipe’s easily integrated solutions and services, combined with their extensive project management experience, allow them to support the tight timelines, expectations and challenges of any core banking project.
Request a demo
Lasernet Banking Solution Lasernet is a comprehensive document and customer communication management platform that generates, designs, distributes, archives and retrieves documents Resources Formpipe logo Lorem ipsum Formpipe documents on a desktop screen The Complete Document Generation, Distribution, Archiving and Retrieval Solution for Your Bank. Formpipe’s software uses the standard data in Temenos’ product suite to create perfectly designed and branded digital and hard copy documentation, across your entire banking network. With real-time distribution to customers & automatic digital archiving, documents and data can be accessed quickly and securely through the Temenos UI using Formpipe’s easy integrations or via mobile app / internet banking. Overview Generate Lasernet takes care of your data, leaving you free to focus on your document design. Just create a digital template, then drag & drop the Temenos Transact output where you want it. No programming, no consultants and no delay. Distribute Formpipe’s software can automatically sort, batch, schedule and send your customer documents based on their preferences. Instantly broadcast to multiple channels, including: archive (& internet banking), email, API endpoints, local printers, external print houses, mobile messaging and network fax. Archive User friendly and quick to deploy, Autoform DM provides a centrally available, customer-focused digital repository, accessible from within all Temenos banking solutions. Staff and customers can access stored documents at the click of a button from a single interface. Lorem ipsum dolor Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Request a Demo Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more ISV Assessments/Awards Lorem ipsum dolor sit amet, consectetur adipiscing elit. Category Award Date Business Resiliency Accreditation Builder April 2024 Sustainability Accreditation Starter April 2024 Interested in the full Hopp Tech report? Click here to buy it now. Request a Demo Related Providers Lorem ipsum Retrieve 24/7 secure access to documents 365 days a year is essential for modern banking and Autoform DM gives your staff and customers the ability to rapidly retrieve photos, signatures, forms, IDs and banking documents through Temenos Transact and Temenos Infinity. Proven Formpipe’s software is currently generating, archiving and distributing millions of documents around the clock for banks across the world. You can rely on Formpipe to give your customers and clients the information they want, exactly when they want it. Quick to deploy Whether on-premise, in the cloud or as SaaS, Formpipe’s easily integrated solutions and services, combined with their extensive project management experience, allow them to support the tight timelines, expectations and challenges of any core banking project.
The future of banking starts here
Discover how our platform helps financial institutions navigate change, embrace new opportunities, and deliver smarter, faster banking. Together, we embrace the future of finance – Leading Banking Forward.
