Case Study
Top-10 US-Based Global Financial Services Firm
Global Financial Services Firm Streamlines Document Generation with HotDocs A US-based, global nancial services rm with assets of $2 trillion, more than 250,000 employees, and operations in 60+ countries uses HotDocs for its document generation needs. The rm is a leader in investment banking, nancial services for consumers, small business and commercial banking, nancial transaction processing, asset management, and private equity. Since being introduced to HotDocs in 1995, the bank has made numerous acquisitions and divestitures. With each of these reorganizations, HotDocs has remained a strategic application supporting the Commercial Middle Market line of business. As the organization has grown, its HotDocs application has also grown and transformed to actively participate in an incr