Cornerstone Finance Group transforms document management at scale with Doc2 - Cornerstone Finance Group

Name

Cornerstone Finance Group

Location

Cardiff, Wales

Industry

Commercial Finance

Website

cornerstonefinance.co.uk

Cornerstone Finance Group, based in Cardiff, offers tailored financial solutions across the UK. Specialising in commercial finance, mortgages, and capital investment, they leverage advanced technology and a network of over 250 advisors to deliver expert financial advice and efficient service to both businesses and individual clients.

Cornerstone Finance Group, a leading entity in the commercial finance sector, grappled with significant challenges in managing document flows across its diverse divisions.

Their previous methods in their commercial and head office divisions relied on multiple platforms with inconsistent processes, severely hampering operational efficiency.

The deployment of Doc2 has been nothing short of transformative, providing a cohesive solution that seamlessly adapts to varied team requirements.

Cornerstone now benefits from significantly streamlined operations and accelerated document processing, simplifying the compliance process across a number of key departments.

24 Hours

to mere minutes

Document turnaround time drastically reduced.

One Unified

easy to use platform

Seamless integration across multiple divisions.

25+ Advisors

streamlining operations

Ensuring consistent service delivery across the board.

Lack of consistency a key challenge

Previously, the commercial team at Cornerstone contended with a mix of face-to-face signings, emails, and postal returns for document handling. This inefficient approach led to delays and compounded the complexity of maintaining stringent compliance standards.

The reliance on Adobe and other US-based tools proved either prohibitively expensive or rigid for enterprise-level deployment.

The absence of a unified system resulted in disjointed processes that detrimentally affected both client service speed and internal operations.

The urgency for swift document turnaround was paramount in their business, particularly in bridging finance where timing is crucial. The pre-existing fragmented systems were inadequate, compelling Cornerstone to seek an improved solution.

How Doc2 helped

With Doc2, Cornerstone’s commercial team now orchestrates document management and eSigning with unprecedented efficiency, irrespective of client location. This enhancement has drastically accelerated processes while upholding high compliance standards and facilitating seamless client interactions.

Doc2’s adaptability and straightforward integration have empowered multiple divisions within Cornerstone to swiftly embrace the tool. Teams can now customise the platform to meet specific needs without the necessity for extensive training or modifications.

The adoption of Doc2 has revolutionised document signing and compliance verifications through integrated features like Identity Verification (IDV) and Anti-Money Laundering (AML) checks. This advancement has not only streamlined operations but also fortified the security and meticulousness of client interactions.

By centralising their document management under Doc2, Cornerstone has significantly reduced the duration from initiation to completion of financial agreements. This newfound efficiency profoundly enhances client relationships and bolsters compliance practices.

What makes Doc2 special?

Create documents with questions

Using logical questions, enables the creation of your documents in a simple understandable manner.

Accurate and compliant documents are then built in seconds, based on your answers, using your templates.

Companies house integration

Lookup company data directly from Companies House. Pull company names, addresses and registration numbers into your contracts with a click.

Minimise copying and pasting, reduce human error and empower your employees to create contracts with ease.

Effortless eSigning for your clients

Send your documents to be eSigned with a click. Clients follow the unique link and simply type their name to eSign.

No downloading, printing or scanning. The eSigned document is then emailed to all parties with a signing certificate attached.

Success Story
Cornerstone Finance Group transforms document management at scale with Doc2

Lack of consistency a key challenge

How Doc2 helped