Replace Paper Forms with eForms and Automated Workflow

Many mission critical processes in the financial services industry still involve paper forms that are filled out by hand and manually routed from place to place in hard copy. Such manual, paper-based processes often result in inaccurate data, inefficiency, and compliance breakdowns.

FormSpeed lets you completely replace paper forms with Web-based “smart” forms that enforce data validation and business rules right at the point of entry. In addition, FormSpeed automates essential tasks relating to the forms, such as review and approval, via custom workflows that can follow complex business rules. Both smart forms and workflows can be designed by a typical computer user — without programming.

FormSpeed is ideally suited to automate processes such as:

   • New account applications       • Insurance applications
   • KYC/AML solutions                 • Purchase requisitions
   • Loan applications               • Human resource forms

FormSpeed’s built-in XML interface facilitates feeds to other systems — either outside services, such as customer identification and due diligence checks during new account opening, or in-house back-office systems. FormSpeed also stores image files of completed forms and related documents in your document management system.