Global Financial Leader

For more than 18 years, HotDocs by CARET has provided a flexible approach to document automation for a large, global financial institution, generating more than one million documents per year across 16 business segments.  The large financial institution directs technology to accomplish specific business goals that benefit lines of business and their customers. The firm uses a personalization engine that powers one-to-one experiences across communication channels, including the web and mobile devices. Personalization provides differentiated experiences to all users and accelerates the digital transformation of all business processes, resulting in more than 10 million digitally active customers that deliver leads, customer insights and scripting for bankers, advisors and relationship managers. 

J&T Banka finds huge cost savings & time savings with HotDocs

J&T BANKA is a private bank, headquartered in Prague, which has locations in Bratislava and both the Czech and Slovak Republics.

The Royal Bank of Scotland

"We process in excess of 350,000 security and loan documents every year. HotDocs makes the process fast, flexible and efficient, providing us with a readily maintained system."


HSBC Singapore uses HotDocs to streamline the generation of facility letters for its corporate customers. This maximizes efficiency and minimizes the risk of manual errors in documentation. HSBC is one of the world’s largest banking and financial services organizations. With around 6,900 offices in both established and faster-growing markets, HSBC serves 60 million customers through...

American AgCredit

American AgCredit is a borrower-owned financial institution whose primary mission is to provide loans and related services to eligible individuals and entities in the U.S. agricultural industry. Part of the nationwide Farm Credit System, American AgCredit has approximately $10 billion of owned and serviced assets in California, Nevada, Oklahoma, and Kansas. Several years ago, AgCredit...

Western AgCredit

Western AgCredit is a borrower-owned, financial services cooperative that focuses on businesses within the agricultural industry, particularly in the states of Utah, Wyoming, Nevada, and Arizona. Several years ago, Western AgCredit employed a loan origination process that was both tedious and lengthy. Once a loan was approved, loan officers were required to complete a long,...

Global Bank Streamlines Loan Generation Process with HotDocs

A global bank headquartered in Western Europe began automating its lending business in the mid-1990s. In the beginning, it focused on one aspect of the overall process—generating loan contracts and collateral documentation.

Top-10 US-Based Global Financial Services Firm

Global Financial Services Firm Streamlines Document Generation with HotDocs A US-based, global financial services firm with assets of $2 trillion, more than 250,000 employees, and operations in 60+ countries uses HotDocs for its document generation needs. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction...