Salesforce Document Automation for Financial Services — Compliant. Secure. 100% Native.
Dochly automates client agreements, compliance reports, onboarding packs and investment documents entirely within Salesforce — every document generated, signed and stored with zero client data sent to an external server. Built for regulated financial services environments.
Salesforce Document Automation for Financial Services — Every Document Generated Inside Salesforce
Dochly is built 100% natively inside Salesforce — enabling financial services firms to generate, sign and store every client agreement, compliance report and onboarding document entirely within Salesforce. Unlike Conga, S-Docs and other third-party tools that send sensitive client and portfolio data to external servers, Dochly keeps everything inside your Salesforce environment. Your compliance team approves it the same day.
Generate Client Agreements & Onboarding Documents from Salesforce in One Click
Your financial advisors and relationship managers should be spending time with clients — not manually assembling client agreements, onboarding packs and KYC documents. With Dochly, your team generates every client document directly from Salesforce Financial Services Cloud in one click — accurate client data, correct product terms, compliant disclosures every time.
Financial Document Tool That Keeps Client & Portfolio Data Inside Salesforce
Every time your team uses a third-party document tools, sensitive client data, portfolio details and KYC records leave your Salesforce org and travel to an external server. In financial services, that is a regulatory and reputational risk you cannot afford. Dochly eliminates this risk entirely. Every document generated with zero data ever leaving your org.
Generate Regulatory & Compliance Documents from Salesforce — FCA, SEC & MiFID II Ready
Financial services compliance documentation is complex, regulation-specific and high-stakes. Dochly's conditional document logic auto-inserts the correct regulatory disclosures, risk warnings and compliance language based on your Salesforce data — client type, product, jurisdiction and risk profile. Every compliance document accurate first time, every time.
Clients Sign Financial Agreements Same Day — Native E-Signature Inside Salesforce
Every day a financial agreement sits unsigned is a day of delayed revenue and increased regulatory exposure. Dochly's native Salesforce e-signature for financial services works entirely within Salesforce. Your advisors generate a client agreement and send it for signature in the same workflow — all inside Salesforce, zero DocuSign or third-party tools, zero client data exposure.
Salesforce Document Automation for
Financial Services — Every Document Type
Generate any financial services document from Salesforce — entirely within your org. Zero client or portfolio data exposure on every document type.
Dochly Products Used by Financial Services Teams
Every Dochly product built 100% natively inside Salesforce — zero client or portfolio data ever leaves your org.
What Financial Services Teams Say About Dochly's Salesforce Document Automation
"Our advisors used to spend hours assembling client agreements and suitability reports manually from Salesforce. With Dochly it's one click from the client record. The document is perfectly branded, right regulatory disclosures, right risk warnings. Our compliance team approved it the same day we presented it — nothing leaves Salesforce so there was nothing to review externally."
"We run annual reviews for 1,200 clients. Before Dochly it was a 3-week manual exercise — pulling data from Salesforce, building reports in Word, chasing signatures through DocuSign. Now it's one batch run from Salesforce. Every client gets a personalised portfolio review report with the right disclosures. Signed and stored in Salesforce. Two days. Zero errors."
Salesforce Document Automation for Financial Services — Frequently Asked Questions
Generate Client Agreements, Compliance Reports and Investment Proposals from Salesforce Today
100% native Salesforce. Zero client or portfolio data exposure. FCA, SEC and MiFID II compliant by design. Free trial on AppExchange — no credit card required.