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Overview

Producing factsheets, KIIDs, client reports or PowerPoint presentations can be complex and time consuming.

You can entirely automate the process – from importing data and content to translation and approval. Hundreds of documents can be instantly published in your corporate style. This reduces time scales and costs, freeing up time and improving speed to market.

Content is linked to templates to ensure every document is accurate and brand consistent. Your team can review and approve documents and retain an audit trail and archive to meet regulatory requirements.

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    Save time when creating, checking, approving and distributing documents

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Remove the risk of error associated with manual input

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Easily import content from multiple data sources (internal and external)

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Remove the risk of error associated with manual imput

UK based support and training

When you first implement DocGen, we will advise you on how the system can be customised to meet your requirements and approval processes. Our support team will provide full training, together with simple user guides and training videos.

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DocGen is intuitive and simple to navigate, making it easy for even the most technophobic users to adopt.
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Our support team is based in the City of London and speak plain English, so they won’t blind you with ‘techie talk’. They’re always happy to speak to you to ensure you get the best out of your system.
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Our team is well regarded and our clients regularly tell us that our support is the best they have ever experienced.
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Our templates match your designs and ensure brand consistency every time – giving you complete control of the styling and layout of your documents.

Why it should be your choice

Automate document generation

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We have many security features in place to keep your information safe. These include our world-renowned hosting provider and intelligent encryption facilities.
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DocGen also protects you against any loss of access to information if your internal systems go down, helping with business continuity and preventing you from losing vital pieces of work.
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DocGen is used by many leading financial services firms. Security is therefore the number one priority, which is why we selected Rackspace, one of the world's leading hosting providers to be our partner.
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Rackspace offers exacting, rigorous standards and delivers unparalleled security, power, connectivity and environmental control. Their data centres are accredited to PCI DSS, ISO27001, and ISAE 3402 Type II standards.
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If you'd like to know more about our security, please contact us at solutions@perivan.co.uk.

Testimonials

What our customers have to say

  • "It's reduced the time taken to publish factsheets from 14 days to 3 hours"
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    Marketing Manager
    UBS Global Asset Management
  • “This is a great way to ensure that we manage our brand and customer communications professionally and efficiently, saving time and money.”
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    Mamadou Sow
    Chief Marketing and Innovation Officer, EMEA Marketing CoE, AIG
  • “This is a great way to ensure that we manage our brand and customer communications professionally and efficiently, saving time and money.”
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    Mamadou Sow
    Chief Marketing and Innovation Officer, EMEA Marketing CoE, AIG

Request a demo

Request a free demo at your convenience. It will only take 30 minutes and we can either come to your office or show you online.