Digital Business Forms

We're helping organisations across a range of industries improve their customer experience, meet compliance obligations, and reduce operational costs.

Financial Services

Application forms with adviser prefill & integrated AML for individuals/entities, client portals, complex data integrations.

Insurance

Application forms with adviser prefill, conditional paths, lookups, attachments, save-and-finish later.

AML Reporting Entities

Client onboarding forms with integrated AML for Lawyers, Accountants & Real Estate Agents.

We've designed a software platform to get business done, digitally.

Onboarding forms with integrated identity verification for AML/CFT compliance
Client portals for self-service and GDPR right-to-access/change compliance
Bulk prefilled requests for information
Multi-party and large/complex data capture
Workflow authorisation and approval processes
Comprehensive system integration including on-premise
Automated & timely electronic messaging

No need for the time and expense of custom software development, get started today using our digital business platform.

We integrate directly with the IT systems that run your business.

1. Push files to cloud storage 2. Push data to cloud applications 3. Pull data to an on-premise server using our API 4. Manage data using our integrated workflow