Financial services

Automated management for financial documents

Join over 6,000 companies simplifying document workflows. Easy PDF solutions for file processing, manipulation, and long-term ISO-compliant archiving.

Use cases

Validate application forms

Check incoming, electronic insurance applications for their archiving capability as originals.

Encrypt customer reports

Set compliance goals higher. Encryption protects annual reports against retroactive changes after sending them out to clients.

Restrict access to confidential docs

Add an electronic signature to scanned and hand-signed application forms before sending them to archive. Thus only authorized employees can view these documents later.

Add marketing material to customer reports

Easily attach generic material to regularly sent out customer information. The extra documents sent out by mail are still available for review when archived.

Archive incoming customer documents

Bundle and convert incoming client documents in various file formats into PDF/A for archiving.

Relied upon by industry leaders

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Most used products in financial business

This could be you

Daniel Spichty
Project Manager, UBS AG
It was important for us to have a reliable partner on board as we were entering uncharted waters. Pdftools was able to offer us the best possible solution for our needs and ensured technical support was available at all times. The successful project was rounded off by the extremely attractive cost-benefit ratio of the Pdftools solution.
Andreas Frei
Group Architect Application Development UK, Swiss Life AG
The high-performance solution, the support of different Microsoft formats, PDF/A compatibility, and proven experience with the hardware security module (HSM) connection were decisive in Swiss Life selecting the solution from Pdftools. The expert knowledge of Pdftools, in addition to their high flexibility, contributed significantly to the success of the project.
Frank Gronenborn
Software Development, ARAG IT GmbH
We are currently looking to expand our support of PDF/A to include other interfaces—not only electronic applications, but also emails, scanned documents, and output management. Some of these interfaces also require the PDF/A documents to be validated. Our positive experience gives us confidence that PDF Validator will provide an excellent solution for these tasks as well.
Richard Jummer
Project Deputy Director, Department Head Administration, Allianz Agrar AG
As users, it was important for us to be able to determine the sorting and identification criteria, and that all printed documents could be retained in the database for up to a year. This way, we can reselect documents that get lost in the postal system and reprint the originals. The software solution fulfills all of our requirements to the fullest.
Aldo Cavegn
Project Leader, Swiss Mobiliar
The complete system has been in production for several months. The signature interface has proven to be stable and reliable. The expectations were fulfilled and the uncomplicated support from Pdftools deserves special mention.
Michael Rumpf
Archive Manager, PostFinance AG
As the project was predominantly intended to implement regulatory requirements, it was important to us to have the project and subsequent operations managed by a trustworthy and reliable partner who is familiar with the needs of the financial sector and can develop the product range accordingly. The support we received was exemplary and highly competent. Our queries were addressed very quickly with outstanding customer focus and competence. The product fulfills our specifications and is well-documented.
Igor Berchtold
Team Lead IT, SUVA
Pdftools is distinguished by its ability to respond to special requests and enhancements. “Swiss Made“ is not just an empty phrase, but a promise.
Andreas Boxleitner
Head of the IT Administration Group, LBBW Asset Management
PDF to PDF/A Converter was easy to install and meets all of our requirements.
Christian Bötsch
Software Development Team Leader, Interhyp Group
PDF to PDF/A Converter met our partner's expectations in every regard. Any questions from our staff were answered quickly and competently by the reliable support team.
Walter George
Application development, ALTE LEIPZIGER Mutual Life Insurance Society
The tool is embedded in our infrastructure as an independent service and meets our expectations to the fullest extent. Low administrative expense, high through-put and outstanding support guarantee trouble-free production.
Daniel Spichty
Project Manager, UBS AG
It was important for us to have a reliable partner on board as we were entering uncharted waters. Pdftools was able to offer us the best possible solution for our needs and ensured technical support was available at all times. The successful project was rounded off by the extremely attractive cost-benefit ratio of the Pdftools solution.
Andreas Frei
Group Architect Application Development UK, Swiss Life AG
The high-performance solution, the support of different Microsoft formats, PDF/A compatibility, and proven experience with the hardware security module (HSM) connection were decisive in Swiss Life selecting the solution from Pdftools. The expert knowledge of Pdftools, in addition to their high flexibility, contributed significantly to the success of the project.
Frank Gronenborn
Software Development, ARAG IT GmbH
We are currently looking to expand our support of PDF/A to include other interfaces—not only electronic applications, but also emails, scanned documents, and output management. Some of these interfaces also require the PDF/A documents to be validated. Our positive experience gives us confidence that PDF Validator will provide an excellent solution for these tasks as well.
Richard Jummer
Project Deputy Director, Department Head Administration, Allianz Agrar AG
As users, it was important for us to be able to determine the sorting and identification criteria, and that all printed documents could be retained in the database for up to a year. This way, we can reselect documents that get lost in the postal system and reprint the originals. The software solution fulfills all of our requirements to the fullest.
Aldo Cavegn
Project Leader, Swiss Mobiliar
The complete system has been in production for several months. The signature interface has proven to be stable and reliable. The expectations were fulfilled and the uncomplicated support from Pdftools deserves special mention.
Michael Rumpf
Archive Manager, PostFinance AG
As the project was predominantly intended to implement regulatory requirements, it was important to us to have the project and subsequent operations managed by a trustworthy and reliable partner who is familiar with the needs of the financial sector and can develop the product range accordingly. The support we received was exemplary and highly competent. Our queries were addressed very quickly with outstanding customer focus and competence. The product fulfills our specifications and is well-documented.
Igor Berchtold
Team Lead IT, SUVA
Pdftools is distinguished by its ability to respond to special requests and enhancements. “Swiss Made“ is not just an empty phrase, but a promise.
Andreas Boxleitner
Head of the IT Administration Group, LBBW Asset Management
PDF to PDF/A Converter was easy to install and meets all of our requirements.
Christian Bötsch
Software Development Team Leader, Interhyp Group
PDF to PDF/A Converter met our partner's expectations in every regard. Any questions from our staff were answered quickly and competently by the reliable support team.
Walter George
Application development, ALTE LEIPZIGER Mutual Life Insurance Society
The tool is embedded in our infrastructure as an independent service and meets our expectations to the fullest extent. Low administrative expense, high through-put and outstanding support guarantee trouble-free production.
Daniel Spichty
Project Manager, UBS AG
It was important for us to have a reliable partner on board as we were entering uncharted waters. Pdftools was able to offer us the best possible solution for our needs and ensured technical support was available at all times. The successful project was rounded off by the extremely attractive cost-benefit ratio of the Pdftools solution.
Andreas Frei
Group Architect Application Development UK, Swiss Life AG
The high-performance solution, the support of different Microsoft formats, PDF/A compatibility, and proven experience with the hardware security module (HSM) connection were decisive in Swiss Life selecting the solution from Pdftools. The expert knowledge of Pdftools, in addition to their high flexibility, contributed significantly to the success of the project.
Frank Gronenborn
Software Development, ARAG IT GmbH
We are currently looking to expand our support of PDF/A to include other interfaces—not only electronic applications, but also emails, scanned documents, and output management. Some of these interfaces also require the PDF/A documents to be validated. Our positive experience gives us confidence that PDF Validator will provide an excellent solution for these tasks as well.
Richard Jummer
Project Deputy Director, Department Head Administration, Allianz Agrar AG
As users, it was important for us to be able to determine the sorting and identification criteria, and that all printed documents could be retained in the database for up to a year. This way, we can reselect documents that get lost in the postal system and reprint the originals. The software solution fulfills all of our requirements to the fullest.
Aldo Cavegn
Project Leader, Swiss Mobiliar
The complete system has been in production for several months. The signature interface has proven to be stable and reliable. The expectations were fulfilled and the uncomplicated support from Pdftools deserves special mention.
Michael Rumpf
Archive Manager, PostFinance AG
As the project was predominantly intended to implement regulatory requirements, it was important to us to have the project and subsequent operations managed by a trustworthy and reliable partner who is familiar with the needs of the financial sector and can develop the product range accordingly. The support we received was exemplary and highly competent. Our queries were addressed very quickly with outstanding customer focus and competence. The product fulfills our specifications and is well-documented.
The future of digital documents

The future of digital documents

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