Forms Digitisation
Digitizing forms in banking boosts efficiency, reduces errors, and speeds up data handling. Customers benefit from convenient, user-friendly digital forms that enhance their experience.
Secure digital forms improve data integrity and compliance, meeting modern expectations and optimizing workflows.
We specialize in converting PDF forms into easy-to-use online applications, improving efficiency and accuracy. We offer tailored solutions, from simple digitization to integration with comprehensive straight-through processing systems, to meet your institution's needs, budget, and timeline.
Key benefits
Reduced Human Error: Digitizing forms minimizes the risk of human error on both the customer and back-office sides. This leads to more accurate and reliable digital documents, ensuring smoother operations and better data integrity.
Automatic Progress Saving: Digital solutions that automatically save progress allow customers to complete forms at their own pace without the worry of losing entered information, enhancing the user experience and efficiency.
Enhanced User Experience: Digitized forms provide a superior user experience compared to traditional PDF or hardcopy forms. They are easier to navigate and fill out, which improves customer satisfaction and engagement, making the process more user-friendly and intuitive.
Reduced human error
By digitising forms, we minimise the risk of human error on both customer and back-office sides. The resulting digital documents are more accurate and reliable, ensuring smooth operations and better data integrity.
Automatic progress saving
Our digital solutions automatically save progress. This feature allows customers to complete forms at their own pace without worrying about losing entered information.
Automated reminders for multi-signatories workflows
We implement automated reminders for approvers or multiple signatories, ensuring prompt responses and timely processing of applications.
Secure identity verification
Our online forms can be integrated with national identity frameworks or third-party identity providers for passport identification and more. This ensures secure and efficient identity verification.
Dynamic field rules
We employ complex rules with careful attention to the user experience to minimise the fields that need to be filled out, making the process simpler for the user. Moreover, our solutions allow for virtually unlimited entries, enhancing form functionality and flexibility.
Streamlined form collection
Where information collected by different forms overlap, we streamline the process by combining these forms, reducing redundancy and simplifying data collection.
Enhanced user experience
Our digitised forms offer a superior user experience to traditional PDF or hardcopy forms. They're easy to navigate and fill out, improving customer satisfaction and engagement.
Ready to streamline your banking operations? Talk to us to create your digital form solutions.
