PLATFORM

Everything your business needs to go from paper to digital

In 2001, Sultan More, an accounting Internship was sent as to bring in forms from the IRS offices. In those moments, the idea of computing manual forms crystallizes into a cool start-up to turn any business process into a digital process combined with a digital signature.

Trusted by insurance companies, bank's and big Enterprises

formally trusted by the largest financial, banking, and insurance enterprises, we’re dedicated to maintaining a safe and secure environment for our customers and partners. We conducts information security surveys frequently and takes care to maintain a very high level of security.

אודות פורמלי

Banking

Formally is a central server for managing knowledge, work processes, producing digital forms combined with digital handwriting and therefore eliminates the need to distribute information in printed paper and fill them manually.

Insurance

Formally offers a variety of computerized and advanced tools for managing processes and products for life insurance, benefits insurance savings policies, health insurance, pension funds, provident funds and study funds.

Investment Bank's

Filling out portfolio agreements is a complex process and usually involves errors in filling out the agreements and signing them. Formally accompanies the user in a structured and controlled process until error-free completion

Medicine

Informed consent is the patient’s right to make decisions, freely, as to the medical treatment he will receive. Using a formally significantly reduces the risk inherent in transmitting the information to the patient.

Communication and Cellular

Using digital forms allows the sales agent to manage a paperless marketing and sales system, with the toolkit required to complete the business process available anywhere and anytime with maximum efficiency for the organization.

Car importers and Leasing

Formally handles the process of selling vehicles digitally when the process of selling vehicles is presented when all the data is presented to the sales agent and the customer in simple language understood by all.

Some of our client's

For 22 years, Formally’s client’s has grown steadily and today thousands of users of Formali’s solutions for diverse fields such as: banking, insurance companies, investment houses, communications companies, settlement managers, insurance agencies, insurance agents, accountants, lawyers and more use formal systems on a daily basis.

Insurance Companies​

Migdal Insurance Company

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Clal Insurance Company

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Menora Mivthim

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Phoenix Insurance Company

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Ayalon Insurance Company

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Investment Bank’s

Analyst

Operations and sales Software for managing processes and products for the following areas: pension, provident, advanced training, portfolio management, combined with a system of smart forms, digital processes and digital signature.

Meitav Dash

Operations and sales Software for managing processes and products for the following areas: pension, provident, advanced training, portfolio management, combined with a system of smart forms, digital processes and digital signature.

More Gemel

Operations and sales Software for managing processes and products for the following areas: pension, provident, advanced training, portfolio management, combined with a system of smart forms, digital processes and digital signature.

Psagot

Operations and sales Software for managing processes and products for the following areas: pension, provident, advanced training, portfolio management, combined with a system of smart forms, digital processes and digital signature.

Excellence

Operations and sales Software for managing processes and products for the following areas: pension, provident, advanced training, portfolio management, combined with a system of smart forms, digital processes and digital signature.

Insurance agencies

Mivtach Simone

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Shekel

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Kali

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Ayalon Neemanim

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Amnon Gur

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Shaham

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Sagi Yogev

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Se - Fi

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Rimonim

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Companies & Businesses

Mccann Disciplines

Digital invoicing and quotation software combined with digital signature, organizational workflow, remote signature, auto approval round including interface to SAP software.

A.D.M Israel

Digital invoicing and quotation software combined with digital signature, organizational workflow, remote signature, auto approval round including interface to SAP software.

Foundation of the holocaust victims

A Digital forms software combined with a digital signature that eliminates the need to distribute and hold a manual inventory of forms, while providing an efficient, advanced and digital service

Insurance Agents

Comprehensive operating and sales software for managing processes and products for the areas: life insurance, savings, pension funds, provident funds and study funds.

Certified Public Accountants

Online repository of digital forms combined with a digital signature for a variety of areas such as: income tax, real estate taxation, social security, annual reports and more.

Lawyers

An online service that includes a powerful digital signature platform that includes amazing features like: remote signature, round of signatures signature from a mobile phone, and more.