Financial Services

Whatever sector you’re in. Whatever your role. Whatever letters, records, checklists, compliance forms or contracts you want to automate, activate, share and analyze. Kim helps you turn your documents into applications for your individual use cases.

AccountantsComplianceEducationFinancial ServicesFranchisorsGovernmentHealthcareInsurersLaw FirmsOffice ManagersRegulatorsSmall / Medium Sized BusinessesProof of Concept in a Day

For Financial Services

Automate documents. Simplify information capture. Use the data.

Automate the distribution, completion, return and data management of internal forms, checklists and compliance records. 

Make it easy for customers to complete and submit your required forms, checklists and compliance documents.

Run event driven data capture campaigns internally or externally.

Bulk download and analyse responses to questionnaires / forms you distribute. 

Take your other routine documents (eg letters, forms, checklists, contracts…), automate and activate them. 

Save time, cut costs and reduce hassle.

Faster. Better. Cheaper.

Interested? Get started with Kim today.

Try now for freePoC in a Day

Feeling left out?

Kim can automate almost any document. If your sector or use case is not listed above, then either try Kim for free for two weeks, select ‘PoC in a Day’, or contact us for a chat.

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Don’t let sleeping docs lie

Help colleagues easily generate those NDAs, Order Checklists, Offer Letters, Proposals… Increase customer and colleague satisfaction by making it easier to complete forms and provide necessary information. Remove the hassle from admin, compliance tasks and data collection and analysis.

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