Simplify financial processes and transactions

Improve your customer satisfaction, retention, and acquisition by digitizing all your application forms, and internal processes. Automatically verify ID documents, get credit information, and even route for internal approvals via workflow automation. Legally binding eSignatures mean that you can continue performing business activities from anywhere, anytime and on any device.

Fast and easy customer onboarding

Convert your physical forms to digital version with one click. Connect them to workflows that mirror your internal business processes, so that data can be integrated across systems and presented to the right person at the right time. Even obtain eSignatures to close out the process.

Simplified claims process for insurance

From initial application to claims process, automate the entire process of gathering information and data so that you can serve your customer better. Reduce errors in the process and ensure that you meet your organizational goals faster.