Paperless Branch e-Form

Paperless Branch e-Form2020-07-09T13:55:28+08:00

Branch Transformation

The Paperless Branch e-Form makes the real difference in shortening the customer journey by eliminating paper form-filling over the counters. It not only improves customer interaction but also increases cross-selling significantly.

Watch Video

The Real
Digitalization

Are you still relying on static form with a signature pad for customers to sign? Get started with digitizing end-to-end processes, from meeting the customers to keeping the books.

Do Business
Faster

Effectively used across all types of customer-facing transactions from account opening to customer onboarding. It’s time to accelerate sales by shortening transaction time.

Improve Customer
Experience

Accelerate form-filling by auto-populating customer data across multiple forms. Enable employees to focus on customer engagement by freeing up their time spent on manual work.

Upsell &
Cross-Sell

Make it possible for employees to up-sell and cross-sell products. The combination of multiple forms into just one Dynamic e-Form enables them to share the latest product easily.

Improve
Processes

Re-engineer business processes by integrating Dynamic e-Form with workflow. It proves more than the utilization of basic technology like a static form with a signature pad.

Happier
Employees

Employees no longer have to deal with the manual work involved in printing, distributing, and archiving of paper forms. They get more time to focus on more important tasks.

Real-time Data Synchronization

Design a seamless form-filling experience for all types of customer-facing transactions. Synchronize e-Form displayed on the service staff desktop with the customer tablet monitor in real time.

  • Mirror the same e-Form between devices, instant display of the data input by both the service staff and customer.

  • While the customer is entering data into the e-Form, the service staff gets to work on another page concurrently

Mirror Smart e-Form from one device to another device

Best-in-class Dynamic e-Form

Well-received by our customers, our e-Form changes dynamically based on user selection. Save time and resources by combining multiple forms into one single Dynamic e-Form.

  • Attached documents of different formats (PDF, image, etc.) with e-Form

Responsive electronic form

Guided Form-Filling Experience

With our customizable e-Form workflow, build the best form-filling experience for your customers. Provide tips or hints by highlighting the next field to be filled.

  • Form fields validation to ensure e-Form is filled accurately and all critical data are collected for processing

Guided form filling

Sign Electronically or Digitally

Our e-Signature substantiates the proof-of-consent and authenticates the identity of the person signing the document. Timestamp feature is also available to further proves data integrity.

  • e-Signature contains data such as date, location, pen pressure, and the number of stroke to prove credibility and legality

  • Developed with the ability to integrate digital signature and digital certificate

  • Prevent e-Documents from being edited and tampered

Sign electronically with Paperless Branch e-Form

Secure and High-Performing

First-ever technology invented to export e-Form into XML and PDF/A formats simultaneously. Conceal confidential information to unrelated parties with the masking feature.

  • XML-encrypted e-Form proves to reduce the file size significantly by 10 times.

  • Save date remotely onto the device if there’s a lost of Internet connection.

  • Bundle with OZ Report to generate report, audit, logs and more.

Safe and secure electronic form in XML and PDF

Do Business Faster with Paperless Branch e-Form

Improve customer journey and accelerate processes to retain current customers and attract new businesses.

Get Free Trial

Get Branch Transformation Right

With over 25 years of experience, we have worked with world-renowned enterprises in getting their branch transformation right, check out these resources to discover more.

Watch Demo
Watch Webinar
Download Brochure
Download Whitepaper

Frequently Asked Questions

What is the difference between Paperless Branch e-Form and OZ e-Form?2020-07-29T15:33:08+08:00

The Paperless Branch e-Form is a solution created with OZ e-Form. It is most suitable for the finance industry where bankers or insurance agents have to meet customers face-to-face.

Can Paperless Branch e-Form be integrated with core banking systems?2020-06-17T15:54:16+08:00

Yes, FORCS electronic form can be exported into different formats, including XML, which can be imported to existing banking systems.

How long will it take to implement the Paperless Branch e-Form?2020-06-17T15:54:53+08:00

It depends on the number of forms, transactions, users, and the complexity and requirements of your project – the average duration range from half-a-year to one-year.

Do you provide the hardware for Paperless Branch e-Form?2020-06-17T15:57:46+08:00

Yes, we provide the tablet monitor for you to set up with your devices. Contact us to find out more.

Get Started with Paperless Branch e-Form

Get a Demo
Contact Us

Power Up with Paperless Branch e-Form!

FORCS Paperless Branch e-Form

AS SEEN IN