Create effortless, compliant client communication experiences

Every message matters. Airdocs helps financial services and insurers deliver clear, secure, and compliant communications, without the manual work or IT headaches.

Speak to an expert
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Omnichannel Image
Reducing risk
Saving time
Improving client experience
Strengthening your brand
Future-proofing your operations
Join leading organisations automating omnichannel customer communications with Airdocs

One platform for every client message

In finance and insurance, every document matters. Airdocs brings your communications into a single, secure platform, so you can reduce risk, eliminate duplication, and deliver seamless experiences that clients actually value.

Our SaaS model grows with your business, integrations connect easily to your existing systems, and compliance comes built-in. That means less time fixing templates and chasing auditors, and more time focusing on client outcomes.

  • SaaS pricing by usage, full cost visibility
  • Plug-and-play integration with your core systems
  • Deliver via email, SMS, archive or e-signature print (flexible posting options)
  • Compliant with ASAE 3150, APRA CPS 230 & 234

 

More Key Features

From claims to renewals keep every policyholder informed and reassured

Insurance is about trust. But complex processes, slow updates, and confusing policy docs can quickly erode client confidence. Airdocs helps you turn every interaction into a positive experience whether it’s a first-time welcome, a renewal reminder, or a claims update.

With automation and personalisation built in, you’ll deliver timely, compliant messages that reassure policyholders and reduce administrative overhead. It’s everything you need to simplify communication, without cutting corners on compliance.

  • Automate claims updates, renewals, and policy documents
  • Personalise communications without extra manual effort
  • Stay audit-ready with security and compliance built in
  • Deliver by email, SMS, print or e-signature
Request a demo

Banking clients expect clarity, deliver it every time

Your customers want to know exactly what’s happening with their money, and they don’t want to wade through pages of jargon to find out. Airdocs helps banks and lenders transform complex documents into clear, easy-to-read communications that build trust and loyalty.

From loan applications to digital statements, you’ll simplify every touchpoint. Automated workflows reduce turnaround times, while built-in compliance ensures your communications meet industry standards every time.

  • Replace jargon with plain-language statements and updates
  • Speed up onboarding and loan approvals with automated documents
  • Build trust with secure, compliant delivery across all channels
  • Reduce manual effort with seamless integrations
Speak to an expert

Give investors and members confidence at every touchpoint

Investors and super fund members expect regular, accurate updates, and regulators demand precision. Airdocs helps you meet both, with automated statements, portfolio reports, and compliant communications delivered through the channels your clients prefer.

By combining personalisation with audit-ready records, you’ll strengthen relationships and demonstrate transparency at every stage, without piling more admin onto your teams.

  • Automate portfolio updates, statements, and reports
  • Deliver timely information via email, SMS, print, or archive
  • Stay compliant with full audit trails and data security
  • Personalise messaging at scale, without extra complexity

Get Started

What our customers say

Mylifefinance Logo
“With Airdocs, we’ve a very supportive provider. They have capable people with extensive experience, as well as great ideas and cool tech. Our implementation was best-in-class.”
Zvonko Balic Former Chief Technology Officer Case Study
Nambawansuper Logo
“How we produce our annual member statements has changed completely for the better. Airdocs has opened our eyes to the different things we could do with our data and solved some of our data issues.”
Morgana Prior Former General Manager: Brand, Marketing & Communication Case Study
Picture1
“Customer service is in their DNA.”
John Hallal General Manager
Generation Life Logo
With Airdocs, it’s not just a one-way street where we provide requirements and they do the work for us. They give us helpful recommendations, insights and clarity to think about what’s next for our business and how we can continue to improve our offering.
Kit Tong Marketing Technology Manager

This is how we help highly regulated organisations streamline customer communications

Your needs
  • Send compliant, accurate statements, notices and policy documents
  • Make communications easy for clients to understand
  • Stay up to date with changing regulations
  • Deliver communication in different ways (email, post, portal, SMS)
  • Reach all relevant recipients
  • Manage all communications in one place
  • Reduce manual work and errors
  • Scale efficiently and control costs
  • Get up and running quickly
  • Efficient implementation & ongoing support
How Airdocs helps
  • Automatically generate documents aligned with industry regulations, ensuring accuracy and reducing compliance risk
  • Transform complex financial and investment information into clear, personalised messaging tailored to each client’s situation
  • Easily update templates to meet evolving compliance requirements, helping you stay audit-ready
  • Our platform supports multi-channel delivery tailored to client preferances
  • Multi-contact delivery ensures the right documents reach clients, nominated representatives and stakeholders
  • One centralised SaaS platform enable you to handle statements, agreements, reports and regulatory notices efficiently
  • Streamline document generation and delivery, freeing your team to focus on value-added tasks
  • Proven integration patterns connect seamlessly with core banking, insurance and wealth management platforms, as well as mailhouses
  • Fast implementation timelines (weeks to months depending on scope), ensure rapid value and minimal disruption
  • Airdocs provides project management, template rationalisation and ongoing support with a focus on innovation and client success
  • Send compliant, accurate statements, notices and policy documents
  • Automatically generate documents aligned with industry regulations, ensuring accuracy and reducing compliance risk
  • Make communications easy for clients to understand
  • Transform complex financial and investment information into clear, personalised messaging tailored to each client’s situation
  • Stay up to date with changing regulations
  • Easily update templates to meet evolving compliance requirements, helping you stay audit-ready
  • Deliver communication in different ways (email, post, portal, SMS)
  • Our platform supports multi-channel delivery tailored to client preferances
  • Reach all relevant recipients
  • Multi-contact delivery ensures the right documents reach clients, nominated representatives and stakeholders
  • Manage all communications in one place
  • One centralised SaaS platform enable you to handle statements, agreements, reports and regulatory notices efficiently
  • Reduce manual work and errors
  • Streamline document generation and delivery, freeing your team to focus on value-added tasks
  • Scale efficiently and control costs
  • Proven integration patterns connect seamlessly with core banking, insurance and wealth management platforms, as well as mailhouses
  • Get up and running quickly
  • Fast implementation timelines (weeks to months depending on scope), ensure rapid value and minimal disruption
  • Efficient implementation & ongoing support
  • Airdocs provides project management, template rationalisation and ongoing support with a focus on innovation and client success

One platform for every client message

In finance and insurance, every document matters. Airdocs brings your communications into a single, secure platform, so you can reduce risk, eliminate duplication, and deliver seamless experiences that clients actually value.

Our SaaS model grows with your business, integrations connect easily to your existing systems, and compliance comes built-in. That means less time fixing templates and chasing auditors, and more time focusing on client outcomes.

  • SaaS pricing by usage, full cost visibility
  • Plug-and-play integration with your core systems
  • Deliver via email, SMS, archive or e-signature print (flexible posting options)
  • Compliant with ASAE 3150, APRA CPS 230 & 234

 

More Key Features

From claims to renewals keep every policyholder informed and reassured

Insurance is about trust. But complex processes, slow updates, and confusing policy docs can quickly erode client confidence. Airdocs helps you turn every interaction into a positive experience whether it’s a first-time welcome, a renewal reminder, or a claims update.

With automation and personalisation built in, you’ll deliver timely, compliant messages that reassure policyholders and reduce administrative overhead. It’s everything you need to simplify communication, without cutting corners on compliance.

  • Automate claims updates, renewals, and policy documents
  • Personalise communications without extra manual effort
  • Stay audit-ready with security and compliance built in
  • Deliver by email, SMS, print or e-signature
Request a demo

Banking clients expect clarity, deliver it every time

Your customers want to know exactly what’s happening with their money, and they don’t want to wade through pages of jargon to find out. Airdocs helps banks and lenders transform complex documents into clear, easy-to-read communications that build trust and loyalty.

From loan applications to digital statements, you’ll simplify every touchpoint. Automated workflows reduce turnaround times, while built-in compliance ensures your communications meet industry standards every time.

  • Replace jargon with plain-language statements and updates
  • Speed up onboarding and loan approvals with automated documents
  • Build trust with secure, compliant delivery across all channels
  • Reduce manual effort with seamless integrations
Speak to an expert

Give investors and members confidence at every touchpoint

Investors and super fund members expect regular, accurate updates, and regulators demand precision. Airdocs helps you meet both, with automated statements, portfolio reports, and compliant communications delivered through the channels your clients prefer.

By combining personalisation with audit-ready records, you’ll strengthen relationships and demonstrate transparency at every stage, without piling more admin onto your teams.

  • Automate portfolio updates, statements, and reports
  • Deliver timely information via email, SMS, print, or archive
  • Stay compliant with full audit trails and data security
  • Personalise messaging at scale, without extra complexity

Get Started

What our customers say

Mylifefinance Logo
“With Airdocs, we’ve a very supportive provider. They have capable people with extensive experience, as well as great ideas and cool tech. Our implementation was best-in-class.”
Zvonko Balic Former Chief Technology Officer Case Study
Nambawansuper Logo
“How we produce our annual member statements has changed completely for the better. Airdocs has opened our eyes to the different things we could do with our data and solved some of our data issues.”
Morgana Prior Former General Manager: Brand, Marketing & Communication Case Study
Picture1
“Customer service is in their DNA.”
John Hallal General Manager
Generation Life Logo
With Airdocs, it’s not just a one-way street where we provide requirements and they do the work for us. They give us helpful recommendations, insights and clarity to think about what’s next for our business and how we can continue to improve our offering.
Kit Tong Marketing Technology Manager

This is how we help highly regulated organisations streamline customer communications

Your needs
  • Send compliant, accurate statements, notices and policy documents
  • Make communications easy for clients to understand
  • Stay up to date with changing regulations
  • Deliver communication in different ways (email, post, portal, SMS)
  • Reach all relevant recipients
  • Manage all communications in one place
  • Reduce manual work and errors
  • Scale efficiently and control costs
  • Get up and running quickly
  • Efficient implementation & ongoing support
How Airdocs helps
  • Automatically generate documents aligned with industry regulations, ensuring accuracy and reducing compliance risk
  • Transform complex financial and investment information into clear, personalised messaging tailored to each client’s situation
  • Easily update templates to meet evolving compliance requirements, helping you stay audit-ready
  • Our platform supports multi-channel delivery tailored to client preferances
  • Multi-contact delivery ensures the right documents reach clients, nominated representatives and stakeholders
  • One centralised SaaS platform enable you to handle statements, agreements, reports and regulatory notices efficiently
  • Streamline document generation and delivery, freeing your team to focus on value-added tasks
  • Proven integration patterns connect seamlessly with core banking, insurance and wealth management platforms, as well as mailhouses
  • Fast implementation timelines (weeks to months depending on scope), ensure rapid value and minimal disruption
  • Airdocs provides project management, template rationalisation and ongoing support with a focus on innovation and client success
  • Send compliant, accurate statements, notices and policy documents
  • Automatically generate documents aligned with industry regulations, ensuring accuracy and reducing compliance risk
  • Make communications easy for clients to understand
  • Transform complex financial and investment information into clear, personalised messaging tailored to each client’s situation
  • Stay up to date with changing regulations
  • Easily update templates to meet evolving compliance requirements, helping you stay audit-ready
  • Deliver communication in different ways (email, post, portal, SMS)
  • Our platform supports multi-channel delivery tailored to client preferances
  • Reach all relevant recipients
  • Multi-contact delivery ensures the right documents reach clients, nominated representatives and stakeholders
  • Manage all communications in one place
  • One centralised SaaS platform enable you to handle statements, agreements, reports and regulatory notices efficiently
  • Reduce manual work and errors
  • Streamline document generation and delivery, freeing your team to focus on value-added tasks
  • Scale efficiently and control costs
  • Proven integration patterns connect seamlessly with core banking, insurance and wealth management platforms, as well as mailhouses
  • Get up and running quickly
  • Fast implementation timelines (weeks to months depending on scope), ensure rapid value and minimal disruption
  • Efficient implementation & ongoing support
  • Airdocs provides project management, template rationalisation and ongoing support with a focus on innovation and client success
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Lines Image
What Airdocs can do

A Platform to help all businesses

All your email, SMS, and postal communications handled in one place. Track customer communications and ensure the best service is provided to your customers.

Faster revenue growth

  • Acquire more customers
  • Simplify the customer processes
  • Get important information to the customer

Saved Labour Costs

  • Save time on internal processes
  • Free up staff time
  • Reduce overall operational costs

Better retention

  • Create lifetime customers
  • Capitalise on market trends
  • Reduce cancellations due to poor customer experience

Manage all your communications using one centralised platform

See how Airdocs can simplify your workflow and enhance customer communications. Contact Us
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Dashboard & Analytics Reporting

Airdocs dashboards are a powerful functionality of the platform that provide a consolidated, real-time view of customer communication data in a visually engaging and easily accessible format.

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Omnichannel Delivery

Your customers are different and may want to be communicated with differently. Some may want to receive message and documents electronically, others may favour traditional mail.

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Security & Compliance

Businesses and organisations need to consider a range of security measures. The Airdocs Clever Correspondence Platform has been architected, designed and developed with security front of mind.

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Data & Systems Integration

Flexible data and system integration for applications offers numerous benefits that enhance the overall efficiency, scalability, and reliability of the cloud-based systems.

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Easy-To-Use

Airdocs CCM user-interface is simple and easy-to-use, enabling your team to maximise their full potential. This cloud-based customer communication management tool helps users compose, review & send documents to clients quickly and securely.

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Collaboration

By sharing data and real-time communication, the platform supports teams to work together smoothly across business areas to provide quality and efficient customer communications.

Contact Us
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Get started with a demo from an Airdocs representative

Experience how easy it is to automate and manage the delivery of operational, marketing and contractual documents to your entire client base.

  • Tick all boxes: compliance, tracking, archives
  • Safely customise documents on the fly
  • Digitally sign all correspondence
  • Make customers feel special
  • Accessibility for the visually impaired
Book a Trial
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