December 17, 2024

Client onboarding for Corporate banking clients

The dynamic client onboarding form simplifies the manual onboarding process, enhancing efficiency, data accuracy, and client experience. Digiata's interactive PDF form adapts to display relevant products, channels, and services based on jurisdiction, allowing users to complete, save, and sign electronically. It reduces repetitive data entry with pre-populated fields, enforces validation for accuracy, and distinguishes mandatory from optional fields. The form is scalable and reliable, supporting more than 10 jurisdictions and 15 products, while improving form completion speed by 55%.

Digital Forms
Banking
Financial Services
Sherryl Cunningham
Senior Manager
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