Financial Service Solutions

Financial Services is a document rich industry, and one undergoing considerable disruption.

From the smallest to the largest organisation, firms are under immense pressure to deliver the perfect customer experience that takes advantage of digitisation and the impact of mobility.

Nowhere is this more important than in delivering product information and other documentation, most of which remains trapped in outdated formats that customers cannot easily read on mobile devices.

Regulatory obligations are considerable and rapidly increasing

The challenge for financial institutions is in meeting their regulatory obligations and transforming their information for a web and mobile world.

WordFlow automatically converts all your customer and internal information to mobile optimised websites – we make your information available to your audience in the format and on the device of their choosing.

Fintech – Transforming Financial Services

The Challenge

Fintech companies create technology-driven products to enhance the customer experience and engagement with financial institutions.

Fintech is challenging traditional financial services businesses everywhere. Investments in Fintech are reinventing everything from payments and money management to lending and financial planning.

But Fintech is not immune to the documentation challenges facing traditional financial services firms – ensuring regulatory compliance and providing the best customer experience demands an innovative approach to managing all your documentation.


The WordFlow Solution

AThrough our unique document- to-web conversion and enrichment products and services, we enable Fintech organisations to:
• Gather, convert and distil content from multiple systems
• Link it to related information, enrich with tagging, glossaries, tool tips and translation, and
• Present it as mobile enabled web pages.

WordFlow is disrupting the way documents are managed in the world of Fintech.


Contact Us to discuss how we can transform your document strategy


“By 2020 regulations could reach the equivalent of three Eiffel Towers in height. Brexit and Trump are expected to only add to the total compliance headache for the banks across the globe.”

Forbes Dec 1 2016
Regtech addresses regulatory challenges in the financial services sector through innovative technology, helping financial services businesses comply with regulations as efficiently and inexpensively as possible. As the volume of financial regulation continues to.

Most Regtech firms are focussed on data analytics tools needed to comply with the regulatory bodies.

But compliance isn’t just about transaction and financial risk. Operational risk is equally important.

Mitigating Operational risk – the risk of loss resulting from failed internal processes and systems – demands a disciplined and coordinated approach to managing information flows within organisations.

In most financial institutions, compliance documentation is created in silos, presented as PDFs and stored in multiple repositories. Content is buried in documents that are not web accessible or searchable.

The result – no 360 degree view of risks to the business


The WordFlow Regtech Solution

WordFlow Regtech solutions address Operational Risk through ensuring documentation – regulations, compliance handbooks policies and procedures – is accessible right across the organisation.  WordFlow enables financial institutions to increase efficiency, lower costs and ensure compliance.

Contact Us


Automatically transforms Word and PDF documents into lightweight web and mobile optimised webpages


Audit and Filter

Audit and filter repositories to extract vital information from superfluous data


Aggregate content from multiple repositories and divisional silos and standardise into web format


Cross Reference

Cross reference all policy and product documentation with related regulations and legislation


Creates and applies a standardised classification structure across all documents

Web – enable

Web enable all desktop formatted documentation and optimise for mobile

Join Our Newsletter

Sign up for our monthly Liquid Information Updates.


The latest news and insights on how to get your information online. 

Thank You for signing up for the newsletter. Now you’ll get all the latest WordFlow news. Make sure you add us to your email filter so you don’t miss a single issue. We look forward to sharing our experience and ideas on how to transform your information into liquid, strategic asset.

Pin It on Pinterest

Share This