Onboard with clicks and intelligent interfaces.
Go from 15 pages of PDF forms to 2 screens. Pre-fill from your own systems. Only ask relevant questions. Improve customer experience. Increase advisor & broker productivity. Reduce errors. Stay compliant.
Book a CallConsumers spend 1–3 hours on complex forms. That time grows exponentially if English is a second language.
Manual forms are error-prone and frustrating for customers and back-office teams. Every character mistyped is a churn risk, a compliance flag, or a return trip.
From 15-page PDF to 2 screens
SmartForms can pre-fill data from 1st and 3rd party sources. New information is gathered through contextually relevant screens.
SmartForms and Intelligent Onboarding make life easier for customers, frontline staff, and back office teams. At an enterprise level, they can help you achieve straight-through-processing, open banking and branchless banking.
Pre-fill from your systems
Pull customer data from 1st and 3rd party sources. We never store it.
Gather only what's missing
Contextually relevant screens with built-in validation and guidance capture new information.
Output to your systems
PDF, data package, or direct integration. Audit-ready, compliance-complete. Straight Through Processing.
Our clients reduced form completion time by 75% and errors by 35%.
This means customers are onboarded faster. Back-office deals with fewer problems. The frontline spends less time on paperwork.
See how SmartForm works for you
We'll show you exactly how this could work for your team