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Forms and Processes Need to be Paperless & Automated

If ever an industry was plagued by paperwork and data re-entry, it is the Financial Services sector. With continued pressure on operational efficiencies and drive for improved customer experience, the sector is one that is paperwork intensive with many repetitive tasks. Smart, mobile technology with intuitive database integration can revolutionize the sector limiting the repetition, increasing efficiencies, improving communication and providing invaluable real-time reporting.
Accountants
Auditors
Bookkeepers
Collection Agencies
Finance Applications
Financial Planners
Insurers
Loan Brokers
Mortgage Brokers
Real Estate Agents
Scholarship Management

Forms and Processes Need to be Paperless & Automated

If ever an industry was plagued by paperwork and data re-entry, it is the Financial Services sector. With continued pressure on operational efficiencies and drive for improved customer experience, the sector is one that can easily be bogged down with paperwork. Smart, mobile technology with intuitive database integration can revolutionize the sector limiting the repetition, increasing efficiencies, improving communication and providing invaluable real-time reporting.

Intuitive Workflows, Lookup Services & Validation

Paperwork processing can be completed so much more efficiently in a paperless environment. Smart question and response routing saves time and errors. Data lookups on elements such as products, pricing and criteria ensure accuracy and correct procedure. Response field validation dramatically improves accuracy and compliance and mandatory field selection means required information cannot be missed.

Financial Services Need Visibility & Clear Communication

In an compliance intensive industry, visibility and communication is critical – everyone needs to be accountable and informed and systems need to put in place that save management time, provide real-time reporting and get rid of duplication and the paper chasing. Instant data collection, integrated workflows and professional client communication are all key elements of successful financial service operations.
A Financial Services Paperless System has to:
  • Be really simple for everyone to use
  • Work in all environments - with and without connection
  • Be mobile - the staff and consultants are mobile, the system has to be too
  • Time, Date, Location and Stock focussed
  • Be flexible - every financial process requirement is different
  • Be cost effective - the system needs to deliver
Financial Services

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Paperwork is a real issue in our industry. With Formitize, not only have we got rid of our paper forms but we now have real-time visibility of what’s happening. The safety, time tracking and reporting elements are awesome!