Salesforce Document Generation
for Financial Services — 100% Secure. Zero Exposure.

Dochly is the only 100% native Salesforce document generation platform built for financial services — generate compliant loan agreements, client documents and audit trails entirely inside Salesforce. Your financial data never touches an external server. Ever.

$4.45M Avg cost of a FS data breach

83% Of breaches involve external cloud

0% Data leaves Salesforce with Dochly

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Available on Salesforce AppExchange

Salesforce document generation for financial services — secure compliant document workflow illustration

Loan_Agreement_Signed.pdf — Stored

Audit trail saved • Zero data exposure

SOC 2 & FCA Compliant Zero Data Exposure Full Audit Trails Setup in 5 Minutes

Available on Salesforce AppExchange

100%

Compliant Inside Salesforce

Financial Data Leaves Your Org

1 click

To Generate Any Financial Document

5min

From Install to First Document

Why Financial Services Cannot Risk Third-Party Document Tools

$4.45M

Average cost of a financial services data breach — the highest of any industry for 13 consecutive years

Source: IBM Cost of a Data Breach Report 2023

83%

Of financial data breaches involved data stored in external cloud environments — not the organization's own systems

Source: IBM Cost of a Data Breach Report 2023

$1.3B

In GDPR fines issued to financial institutions in 2022 for improper handling of customer data via third-party platforms

Source: GDPR Enforcement Tracker 2022

The Challenge

Third-Party Document Tools Put Financial Data at Serious Risk

Financial institutions using non-native document tools send sensitive client data — account details, loan values, compliance records — to external servers every time they generate a document. According to IBM's 2023 Data Breach Report, the average financial services breach costs $4.45M. Your document workflow should not be that risk.

Client financial data sent to external servers

FCA, GDPR and compliance risk

No audit trail for externally processed documents

Slow manual document creation wastes hours

The Dochly Solution

100% Native Salesforce — Financial Data Never Leaves Your Org

Dochly generates every financial document 100% inside Salesforce — client data, loan values and compliance records never leave your org. No external servers. No third-party risk. Full audit trails in Salesforce.

All documents generated inside Salesforce

Zero client financial data exposure

Complete audit trails in Salesforce

SOC 2, FCA and GDPR compliant by design

Clear View of Your Data

Make Smarter Decisions with Every Client Document Tied to Salesforce Data

Strategic financial decisions require accurate, real-time data. Dochly pulls live Salesforce data into every document — loan values, portfolio summaries, client account details — so every document reflects the exact state of your CRM at generation time.

Live Salesforce data in every documentAccount values, portfolio details and client data always accurate

One click from any Salesforce recordGenerate from Opportunities, Accounts, Contacts or custom objects

Zero manual data entry ever neededNo copy-paste, no errors, no outdated information

See how it works

Financial services professional reviewing Salesforce document generation data on screen

Live Salesforce Data

Always accurate — always inside Salesforce

Automated Document Generation

Generate Financial Documents in Seconds — Not Hours

Clients expect fast, accurate documents. Dochly generates professional, branded financial documents from Salesforce data in one click — proposals, statements, loan documents and client communications delivered instantly, with zero manual work.

One click from any Salesforce recordGenerate instantly — no switching tools or manual work

PDF, Word or HTML outputAny format your clients or regulators require

Batch generate thousands at oncePolicy renewals, statements and compliance docs in one run

Explore batch processing

Financial services team using Salesforce document generation automation together

2,400 Documents Generated

Quarterly renewal run • 38 minutes

Native E-Signature

Eliminate E-Signature Delays — Sign Financial Documents Inside Salesforce

Waiting for client signatures delays agreements, slows revenue and frustrates everyone. Dochly's native Salesforce e-signature lets clients sign loan agreements, advisory documents and financial contracts from any device — all inside Salesforce, legally binding, zero third-party tools.

Legally binding client signaturesCompliant in 180+ countries — no third-party tools

Sign from any deviceDesktop, mobile or tablet — no client account needed

Auto-stored to Salesforce recordSigned docs and audit trail stored automatically

Explore native e-signature

Financial services client signing documents on tablet using Salesforce native e-signature

Signed & Stored in Salesforce

Zero data exposure • Full audit trail

Brand Consistency & Compliance

Every Financial Document Perfectly Branded and Compliant

Brand consistency builds client trust in financial services. Dochly locks your brand — logo, colours, fonts, headers — into every template. Combined with automatic FCA and GDPR clause insertion, every document is both professionally branded and fully compliant.

Brand controls on every templateLogo, colours, fonts and headers locked in

FCA & GDPR clauses auto-insertedRight compliance language per client type — no manual editing

Consistent across your entire teamNo more off-brand documents from individual team members

Explore template editor

FCA Clauses Auto-Inserted

Compliance built in — zero manual editing

Generate Any Financial Document
Natively Inside Salesforce

Every document your financial institution needs — generated, signed and stored 100% inside Salesforce with zero data leaving your org.

Loan & Credit Agreements

Account Opening Documents

Client Engagement Notices

Insurance Policy Renewals

Claims Processing Forms

Compliance & Audit Reports

Client Advisory Agreements

Promissory Notes

Mortgage & Closing Documents

Disclosure Statements

Investment Portfolio Reports

Agent Contracts

Purchase Agreements

Deeds, Titles & Leases

HOA Documents

Property Tax Documentation

Inspection Reports

Appraisals & Valuations

Start Generating Financial Documents Free

Dochly Products Used by
Financial Services Teams

Every product works natively inside Salesforce — keeping all financial data inside your org at every step.

Document Generation

Generate loan agreements, compliance reports and client documents from Salesforce in one click.

Learn more

Conditional Logic

Auto-insert FCA, GDPR and compliance clauses based on client Salesforce data — no manual editing.

Learn more

Native E-Signature

Collect legally binding client signatures on financial documents inside Salesforce — zero exposure.

Learn more

Batch Processing

Generate thousands of renewals, statements and compliance docs simultaneously from Salesforce.

Learn more

Template Editor

Build compliant financial templates with merge fields — no coding, no developer needed.

Learn more

All Industries

Explore Dochly for healthcare, manufacturing, government and more industries.

View all

What Financial Services Teams Say About
Dochly's Salesforce Document Generation

Banking, insurance and wealth management teams on generating compliant financial documents natively inside Salesforce.

★★★★★

Our compliance team blocked three different document tools because they sent client data to external servers. Dochly was the first solution that passed our security review because everything stays in Salesforce. That was the deciding factor.

Robert Hughes

Chief Compliance Officer · Premier Banking Group

Verified User

★★★★★

We run our entire quarterly renewal cycle through Dochly — 2,400 renewal documents in a single batch from a Salesforce report. Every document personalised, compliant and stored to the right record. What took 3 days now takes 40 minutes.

Karen Walsh

Operations Director · InsuranceCo

Verified User

★★★★★

The automatic FCA clause insertion alone justified switching to Dochly. Our advisors were manually adding regulatory disclosures to every client document — a compliance risk and a time drain. Now it's automatic based on client type in Salesforce.

Michael Park

Head of Compliance · WealthFirst

Verified User

★★★★★

We generate mortgage closing documents from Salesforce in seconds. The right jurisdiction-specific legal terms go in automatically. Our mortgage team went from 45 minutes per closing pack to under 2 minutes. Incredible time saving.

Sarah Lane

Mortgage Operations Manager · CapitalGroup

Verified User

Salesforce Document Generation for
Financial Services — FAQ

Everything financial institutions need to know about generating compliant documents natively inside Salesforce.

Is Dochly compliant with FCA, GDPR and SOC 2 for financial services?

Yes. Dochly is 100% native to Salesforce — all document generation happens inside your Salesforce org, inheriting Salesforce's SOC 2 Type II compliance, GDPR data processing standards and financial services security controls. Client financial data never leaves your org and never touches an external server. Compliant by design — not bolted on.

Does client financial data leave Salesforce when using Dochly?

No. Client financial data never leaves Salesforce when using Dochly. Every document is generated, signed and stored 100% inside your Salesforce org. No data is ever sent to an external server. According to IBM's 2023 Data Breach Report, 83% of financial data breaches involve data in external cloud environments — Dochly eliminates this risk entirely.

Can Dochly automatically insert FCA and regulatory compliance language?

Yes. Dochly's conditional document logic lets you build FCA disclosures, GDPR notices and jurisdiction-specific legal terms directly into your Salesforce templates. The right compliance language is inserted automatically based on client type, product or jurisdiction — no manual editing required.

Can Dochly generate thousands of financial documents in bulk?

Yes. Dochly's batch document generation is built for high-volume financial operations — generate thousands of insurance renewals, loan statements and compliance reports simultaneously from any Salesforce list view or report. Every document personalised, compliant and stored to the right Salesforce record automatically.

Does Dochly provide audit trails for financial document compliance?

Yes. Every document generated through Dochly creates an automatic audit trail inside Salesforce — who generated it, when, what data was used, when it was signed and where stored. All audit trail data stays in Salesforce, accessible to compliance teams and regulators directly from the record. No external systems required.

Is Dochly available on Salesforce AppExchange for financial services?

Yes. Dochly is available on Salesforce AppExchange and installs directly into your Salesforce org in minutes. Financial services organizations can install Dochly and generate their first compliant document the same day — free trial included, no credit card required.

Does Dochly offer Salesforce consulting for financial services implementation?

Yes. In addition to the Dochly app, we provide Salesforce admin, consulting and development services to help financial services organizations implement and optimize their document generation workflows. Contact us to learn more.

Still have questions about Salesforce document generation for financial services?

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Get Started Today

Generate Compliant Financial Documents
100% Inside Salesforce.

Dochly generates, signs and stores every financial document 100% inside Salesforce — client data never leaves your org, full audit trails included, SOC 2 and FCA compliant by design.

Start Free Trial Watch Demo

Install from Salesforce AppExchange

No credit card required Setup in 5 minutes SOC 2 & FCA compliant Cancel anytime

Salesforce Document Generation for Financial Services — 100% Secure. Zero Exposure.

Third-Party Document Tools Put Financial Data at Serious Risk

100% Native Salesforce — Financial Data Never Leaves Your Org

Make Smarter Decisions with Every Client Document Tied to Salesforce Data

Generate Financial Documents in Seconds — Not Hours

Eliminate E-Signature Delays — Sign Financial Documents Inside Salesforce

Every Financial Document Perfectly Branded and Compliant

Generate Any Financial DocumentNatively Inside Salesforce

Dochly Products Used byFinancial Services Teams

What Financial Services Teams Say AboutDochly's Salesforce Document Generation

Salesforce Document Generation forFinancial Services — FAQ

Generate Compliant Financial Documents100% Inside Salesforce.

Salesforce Document Generation
for Financial Services — 100% Secure. Zero Exposure.

Generate Any Financial Document
Natively Inside Salesforce

Dochly Products Used by
Financial Services Teams

What Financial Services Teams Say About
Dochly's Salesforce Document Generation

Salesforce Document Generation for
Financial Services — FAQ

Generate Compliant Financial Documents
100% Inside Salesforce.