Compliance Without Complexity.
Financial services live in a world of regulations. Every form, every disclosure, every communication must be precise, compliant, and auditable. Yet customers expect convenience across every channel.
Single-source publishing. Regulatory compliance built in. Paper and digital unified.
The Challenge
Financial documentation has unique requirements:
Regulatory precision. Disclosures must be exact. Versions must be tracked. Changes must be auditable.
Multi-channel delivery. Branch. Mail. Web. Mobile. Customers expect choice.
Data sensitivity. PII everywhere. Encryption mandatory. Access controlled.
Legacy integration. Core banking systems. CRM. Document management. Nothing talks to anything else.
Rapid change. Regulations change. Products change. Forms must keep up without breaking compliance.
How Publish Helps
Regulatory-Compliant Output
Generate documents that meet requirements:
- PDF/A — Archival-standard documents
- Accessible formats — ADA compliance for all customers
- Version control — Know exactly which version was sent when
- Audit trails — Complete history of every document
Unified Channels
Same document, every channel:
- Web application online
- Paper application at the branch
- PDF sent by email
- All capture to the same system
Customers choose. You process consistently.
Secure Data Handling
Financial data demands protection:
- Encryption — In transit and at rest
- Access control — Role-based, auditable
- Self-hosted option — Your infrastructure, your control
- No third-party exposure — Data stays where you put it
Core System Integration
Connect to what you have:
- Core banking platforms
- CRM systems
- Document management
- Workflow tools
Read data to populate. Write data back. No manual re-entry.
Rapid Updates
Regulations change. Update once, deploy everywhere:
- Single source of truth
- Version control built in
- Staged rollout capability
- Rollback if needed
No more hunting for outdated forms.
Use Cases
Account Opening
Checking. Savings. Investment accounts.
- Structured applications with validation
- Identity verification integration
- Signature capture (digital or paper)
- Straight-through processing for clean applications
Loan Applications
Mortgage. Personal. Business. Auto.
- Complex applications made manageable
- Document collection integrated
- Conditional logic for application flow
- Status tracking for applicants
Disclosures
Truth in Lending. Privacy notices. Fee schedules.
- Precise regulatory language
- Version-controlled updates
- Delivery tracking
- Acknowledgment capture
Account Servicing
Address changes. Beneficiary updates. Account modifications.
- Self-service online
- Paper forms for those who prefer
- All captured to account records
- Audit trail maintained
Wealth Management
Investment policy statements. Suitability forms. Client agreements.
- Complex document assembly
- Personalized from client data
- E-signature integration
- Archival for compliance
What You Get
For Customers
- Apply through preferred channel
- Consistent experience everywhere
- Clear, accessible documents
- Faster processing
For Branch Staff
- Same system for paper and digital
- Pre-populated forms
- Fewer errors
- More time for customer service
For Compliance
- Audit trails for everything
- Version control built in
- Regulatory formats automatic
- Change management simplified
For IT
- Connects to core systems
- Standard APIs
- Self-hosted option
- Maintainable architecture
The Numbers
Before Publish:
- 20 minutes to process paper application
- Multiple form versions in branches
- Manual tracking of disclosure delivery
- Compliance gaps in version control
After Publish:
- Paper processed automatically
- Single source, all locations
- Delivery tracked systematically
- Complete audit trail
Complete the Loop with Spatial
Some financial work involves physical space:
- Branch planning — Facility design and optimization
- ATM network — Device placement and management
- Real estate — Property portfolios as digital twins
- Data centers — Critical infrastructure visualization
When your needs extend to 3D, Spatial is ready.
Get Started
Financial services that document better. Comply easier. Serve faster.