Automate Documentation For Banking

Boilerplate is a cloud-based document management system that empowers banks and financial organizations to streamline processes, eliminate paperwork, and save time and costs.

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Fast-Track How Your Bank Operates with Our Full-Service Online Document Management

As a bank or any other financial institution, you have to handle an overwhelming amount of documentation daily. From opening a new account to providing a loan, you have to exchange hundreds of documents with customers, which is no longer feasible manually.

Save time and money, improve accuracy, and delight customers when managing documentation for:

New accounts
Client intake
KYC/ Patriot Act
Lending & leasing
Account Changes
Due diligence

Boilerplate is an online document management tool for banks that modernizes the whole experience by allowing you to create a quick, seamless document intake and e-signature process that boosts conversion and client satisfaction while preserving security and compliance.

Efficiency + customer experience

Boilerplate provides an easy documentation request experience for everyone.

Eliminate the manual paperwork

Document automation and e-signature allow banks to process documentation completely online, freeing them from the burden of paperwork and administrative tasks. You can focus on exploring new opportunities and serving customers better.

Increase customer satisfaction

Online document management ensures banks can process documentation faster, empowering customers to sign papers digitally from anywhere, anytime, and using any device. This accelerates transactions and improves customer experience.

Maintain security and compliance

Maintain electronic audit trails of all your signed contracts and consent forms, and keep your operations free from fraud. Boilerplate keeps your critical documents secure round the clock with enterprise-level cloud security.

Improve operational productivity

With fast processing and no manual document management, your sales and marketing teams can concentrate on their main objectives – attracting more clients and profits, and keeping the daily operations frictionless.

Why Choose Boilerplate?


Boilerplate offers a fully secure document management workflow with cybersecurity best practices in mind, such as encryption of files in transit and at rest, multi-factor authentication, firewalls, and routine vulnerability scans to keep your sensitive documents secure, yet accessible.

No Code, Easy to Use

You don’t have to be a techie to use our document management software. Our out-of-the-box document intake & e-sign solution replaces all other applications with an end-to-end, secure platform. Manage your documents throughout their lifecycle with an efficient, organized, and user-friendly solution.

Optimized Workflow

When documents are managed electronically, it is more agile and efficient to assign each workflow, as employees can easily find the documents and information they want while conforming to working protocols and procedures.

Seamless Integrations

Our APIs make integrations with your existing tools easy, saving you thousands of hours annually. You can also export files for easier collaboration.

Use-Cases of Boilerplate

Our cloud-based document management and e-signature platform for banks simplifies use-cases across the entire customer lifecycle.

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New accounts

Transform the entire process with automated document creation, workflows, and an easy-to-search centralized repository.

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KYC/ Patriot Act

Seamlessly ask customers for digital documents related to identifying information and comply with KYC to mitigate fraud.

Lending & leasing

Mobile-friendly Boilerplate solution can slash your loan processing intake times to just a few minutes per loan.

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Due diligence

Our cloud-based, easy-to-deploy document management system is equipped with a real-time visual tracker that ensures there are no surprises.

Transform the way your bank operates with Boilerplate document intake & e-sign platform.

Free Consultation