The Royal Bank of Scotland

Company Background
The Royal Bank of Scotland is a wholly owned subsidiary of RBS Group, a large international banking and financial services company founded in 1727. From its headquarters in Edinburgh, the Group serves over 30 million customers in the United Kingdom, Europe, the Middle East, the Americas, and Asia. RBS has more than 140,000 employees and nearly £30 billion in revenue.

Products Used
  • HotDocs


Business Challenge

Thousands of documents for several hundred users throughout three locations in Edinburgh, Manchester, and London

The Royal Bank of Scotland's Corporate Credit Department (CCD) had a requirement to integrate HotDocs forms generation software with their PCDocs document management system.


The Solution

HotDocs provides a powerful tool to generate documents based on question and answer dialogues.

HotDocs dramatically cut down the time required to produce the complex credit documentation required by RBS. Each document can consist of hundreds of pages and many sub documents.

The Results

Fast, flexible and efficient

The project has proved very successful, and has significantly improved the document generation and management process within the Corporate Credit Department.

"We're processing in excess of 350,000 security and loan documents every year. HotDocs makes the process fast, flexible and efficient, providing us with a readily maintained system."

- Head of Credit Documentation, RBS