Digitization in the banking sector
With the ajila Forms Hub for banks, we help you to efficiently and digitally handle all your business processes from KYC (Know Your Customer), lead generation via mortgage calculator to the conclusion of all your customer contracts with online forms, contract generation and electronic signatures with one solution approach. Up to several thousand PDF documents and contracts become a digital experience for your customers thanks to our Forms Factory based on over 20 years of experience.
You are in best company! We have already implemented successful projects for the following customers.
What challenges with forms can we solve?
Download forms and back to paper
When working with your customers, you have a wide variety of forms in use. Starting with KYC processes, through pension or mortgage solutions to all other customer contracts. Depending on the institution, we experience up to several thousand documents. These are offered on various download sites. Often the forms are downloaded, have to be signed on paper and returned again.
Ping-Pong game between customer advisor and customer
Here, too, numerous documents are used. But how can form and contract processes be processed together, carried out digitally and signed electronically?
Forms maintenance and management
With a large number of forms with different language versions, maintenance is a major effort if all documents are considered in isolation. And this although various modules could be managed centrally within the various forms.
Only the relevant information for your clients
In practice, we often experience that customer documents contain countless pieces of information that are not at all relevant for the current business case. This unnecessary information can irritate customers, resulting in misunderstandings, incomplete data entry, and tedious and often manual rework when filling out the forms.
Our solution approach with the ajila Forms Hub
Launch today with our Blink solution for electronic signatures
Thanks to our Blink solution as part of the ajila Forms Hub, existing PDF contracts can now be easily and conveniently signed electronically alone or directly together with customers. Forget tedious and time-consuming paper signature processes. Blink is also designed for Swiss financial institutions in terms of security and data compliance and can be adapted to their individual branding.
Start form processes directly from your business applications
Form processes such as Know Your Customer (KYC), power of attorney declarations, direct debit processes, changes to addresses or customer data, rental deposit account openings and many more can be started at the points where they are currently needed. Be it from an internal specialist application via REST API, integrated into the company website, a banking APP or from a sent customer email.
Digital business processes for flawless data acquisition
The customer advisor in a client meeting or the customer directly in self-service, e.g. in the KYC process, receives an intuitive form experience thanks to form processes that display only the information relevant to the required business case, ensure the quality of the data to be entered and, if desired, compare it directly with a data source. And all of this is digital and customer-centric.
Use cases: KYC (Know Your Customer), lead generation, mortgage calculators, account contract creation, retirement planning processes and many more.
All relevant contracts automatically generated
Based on the data captured in the digital business processes, the required contract documents are prepared automatically. This ensures that only the relevant content is mapped in the contracts. The contract modules required for this can also be managed with our Forms Factory. A customer dossier created in this way can consist of one or more required contract documents.
The right certificate of will for your contract documents
Now that all contract documents have been created, the correct certification of wills is required. We integrate all relevant signature levels such as the simple, advanced or qualified electronic signature so that the contract process can be handled completely digitally. However, if certain customers still require a physical signature on the documents, the contracts are made available for download and, if required, barcodes are integrated for subsequent scanning of the data.
Digitization of the entire input and output bank forms with the Digital Deals Forms Factory
Digitizing hundreds or thousands of forms requires a targeted approach, which we have developed and continuously optimized over more than 20 years. The basis for digitizing a large number of forms combined with contracts and customer documents using our Form Factory is provided by completely customizable form modules.
Everything for your digital financial processes
PREFILL WITH DATA
Forms can be pre-filled with e.g. already collected, existing customer data.
Use a direct online payment option, card integration, or address matching for your forms.
LANGUAGE MADE EASY
The form modules can also be maintained centrally for several languages.
Our form solutions are adapted to your CI/CD and can be suitably integrated into your web presence.
Based on definable rules, the user sees only the content that is relevant to his input.
We integrate workflows such as mail dispatch into the form-based processes and send the generated data back to your specialist systems for further processing as required.
SUITABLE FOR ANY END DEVICE
Form out of the box responsive and adapted to all devices.
Integrate the appropriate legally valid signature at the end of the form process.
Further form processes of financial service providers which we were allowed to implement and accompany.
Are you curious what type of customer projects we implemented in practice?
We're happy to show you a few customer examples:
Chief Marketing Officer | Consulting
T +41 41 921 97 90 | M +41 76 580 37 31
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