FinovateSpring 2017 / HotDocs

Presenter Profile:

How they describe themselves: HotDocs is the document automation technology leader with thousands of clients and more than one million end users worldwide. Cited by Gartner as a “Cool Vendor” and “Best of Breed Technology” in the Enterprise Content Management space, HotDocs is used to transform frequently used documents into dynamic templates that maximize efficiency and accuracy in the production of business-critical documentation. In financial services, HotDocs is used by large banks and insurance providers to automate various documents, including corporate and commercial lending documentation, customer onboarding, claims processing, and policy documents. HotDocs helps reduce risk, enhance compliance, enable standardization, and increase operational efficiency.

How they describe their product/innovation: HotDocs Author is our next generation document authoring tool. It’s packed full of innovations to simplify and streamline the creation of intelligent document templates in a fraction of the time and a fraction of the cost of traditional document production processes. HotDocs allows easy control of document output, ensuring accuracy, mitigating risk, augmenting compliance, and creating substantial operational efficiencies. HotDocs integrates easily with enterprise data sources and applications such as lending platforms, CRM and BPM technologies, or any system with document output requirements. HotDocs technology can be deployed on premise or in the cloud, or a hybrid of both.

Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms


Bus. Dev.: Deborah Hughes, Enterprise Sales Director, North America,
Press: Marvin Nelson, Marketing Manager,
Sales: John Hults, Enterprise Sales Director,

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