OZ e-Form for Wealth Management

Speed is Everything

Financial institutions must stay agile to keep up with competition especially in the volatile market. Customer experience is the new competitive advantage, consumers want faster, smarter and better wealth management experience. It’s vital to provide a seamless platform for customers to manage their assets while on the move.

Most Secure Solution
OZ e-Form is highly protected and comply with world-class security standards. Collaborating with Samsung Nexsign, a FIDO certified solution, higher authentications are required to access any account, via fingerprint, voice, or facial recognition that are much more secure than a password.
One-Stop Service Platform
Support customers with a seamless digital experience across devices enabling them to respond to moving markets. Build a one-stop platform with OZ e-Form for customers to dynamically extract overviews of portfolio, available funds, asset and currency allocations, and histories of transactions.
Faster, Smarter, and Better Connected
Wealth Management customers are increasingly beginning their investment journeys online. Access to financial services through multiple channels across devices will bring greater convenience to customers, enhancing overall customer experience.
Investment Report
Portfolio Management
Financial Data Management
Trade Confirmations
Wire Transfers
Hanwha Life Insurance
Project Manager of "Smart Planner"

The greatest feature of OZ e-Form is its powerful responsive digital form. Financial consultants can modify Insurance application terms immediately, and the modified agreements are sent to our database instantly. Our organization’s efficiency and productivity increased significantly after the implementation of OZ e-Form. It’s truly impressive!

Namkyu Na
Korea Elevator Safety Agency
Associate Director of Information Management

OZ e-Form’s automatic digital form generation & scheduling functions minimize daily administrative work. All our Field Engineers carry out field inspections conveniently with a mobile device. Complicated inspections are simplified with digital form as there is greater input accuracy as compared to paper forms.

Yoon Min Ho
Kyung Hee University Hospital
Assistant Manager of HIS Division

Doctors’ and nurses’ satisfaction level increased remarkably after the adoption of digital forms (developed from OZ e-Form). Patients are also feeling happier during their stay in the hospital. We can obtain consent from patients instantly with the digital signature feature, boosting overall organizational productivity. It’s so much more convenient now as compared to the paper forms used previously.

Park Joo Hyung
Director of CS Division

With OZ e-Form, we have reduced the risk of customer information leakage. Ultimately, saving time and costs in document management.

Experience the Power!