Document and process management software for banks and insurances

Insurance and banking software solutions have specific requirements for which ShakeSpeare delivers

Dokumenten- und Prozessmanagement-Software für Banken und Versicherungen

History of ShakeSpeare® Banking and Insurance


ShakeSpeare® Software was initially developed as a document management solution for law firms and legal departments at the beginning of the millennium. Throughout the time and with new technology used in refactoring the solution new functionalities were developed especially for the highly regulated fields of banking, finance & insurance following the strict international and EU requirements regarding cyber security, document tracking, activity tracking and outsourcing.


The largest projects where ShakeSpeare® solutions are in Healthcare & Pharma and Banking, Insurance and Finance. These industries are extremely regulated, have a high security standard requirement as well as a requirement for a deeper understanding of the underlying parameters impacting the selection of a software solution to assist or enable the efficient operations of such an organization.


Initial implementation in the Finance & Banking industry started with the financial crisis of 2008, which caused major disruptions in banking and financing operations as well as introduced the need to a historically traditional industry to start managing costs, optimize operations and implement stricter control and management measures.


The requirements for several legal outsourcing activities, sales of debt collaterals, process automation, automatic data capture and OCR have all become relevant for banks. The banks were struggling to meet the shareholders and state demands on optimizing operations, improving the profitability and pay back state loans to the banking industry world-wide. The requirements for more than just credit file sharing and risk estimations have brought the development of ShakeSpeare to a new level of meeting client requirements in these industries.


After over a decade of serving the banking, financial, healthcare and insurance industry the ShakeSpeare software supports many process management, file and document management use-cases in these industries.

Main use-cases are from the following fields:


  • Distressed asset management
  • Legal department management and legal ticketing systems
  • Credit originating processes with risk assessments.
  • Risk management and evaluation processes
  • Legal outsourcing and litigation
  • Integration with various data sources and risk scoring evaluations.
  • Integration with secure communication channels and postboxes for legally binding information exchange for litigation and contracting purposes.
  • Overview of risk and processes within divisions
  • Process data mining and evaluation of information for bottlenecks evaluation
  • Financing and exposure evaluations and integration with relevant data-sources and core-banking solutions
  • All-round organization management for front-office and back-office process management and compliance.
  • Compliance reporting systems.
  • 3rd party integration and secure document transfers for litigation and evaluation purposes
Dokumenten- und Prozessmanagement-Software für Banken und Versicherungen

ShakeSpeare® for insurance companies


Insurance companies are using our technology often as contracting parties to our law firm clients. We support law firms with the software technology that enables performing legal services to certain legal insurance companies, especially in central and south-eastern Europe and support the operational and delivery processes by providing automated document generation, data enrichment, case processing and process management solutions.

Security is Key in Banking and Insurance


Due to our background in the industry ShakeSpeare Technology complies with strict revision and auditing standards, we subject our technology to regular penetration and cyber-security testing and audits and enables us to deliver technology to the public sector and governments.


Since the requirements on various markets constantly change and become stricter, we monitor the standards for certain industries. This means we base the ShakeSpeare Technology development and software architecture, integration development policy and modern approaches to product reliability, stability, quality, and security.


As often the Information Landscape in the finance and insurance industry can be really specific ShakeSpeare often fills a gap between various (legacy) systems in order to deliver value on cross-divisional level. If you are a representative of an organization and are interested in a use-case where processing, document generation and management, automation, robotization, OCR including machine-learning backed information enrichment and organization management are part of the use-case, contact us, we have probably already delivered a solution on a similar use-case.

online security

Our experts know what you need in terms of security


Our implementation teams feel at home in the complex IT/IS landscape and will be able to provide consulting and best practices on various cases. Our specialization lies mostly within financing operations, risk assessment, legal and litigation management, asset management. Document origination, archiving and management are part of the core Document management module.

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