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Duncan Lawrie

Duncan LawrieInterForm creates highly formatted valuation letters from Microgen - G3 Banking application.


InterForm at Wealth Management Service provider Duncan Lawrie

 

Case study summary
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Customer details

Industry      Banking
ERP Microgen - G3 Banking
Docs Valuation letters and reports

Tasks / Problems

  • Create valuationsin PDF format with additional formatting and charting requirements to be included
  • Feed PDF's into secure folder areafor new Internet Banking purposes
  • Merge data into valuation letters
Solution
InterForm400
InterWord400

Duncan Lawriebenefits from InterForm
  • Cost savings
  • A set of highly flexible formatted outputs from G3 that could not have been made without InterForm
  • An inherent output production capability to PDF
  • Replacing specialised COLD routines in the organisation

Reseller: SpaceTec Ltd

Click Here to download the Case Study in PDF Format