Eliminate Paperwork at Your Workplace
Paperless Branch e-Form is a digital forms software package to displace paper forms and applications from customer service in BFSI. It enables synchronized digital forms to be shared. Therefore, customers can easily key in and e-sign any forms with the guidance of a sales representative sitting across.
For the Paperless Office
Forms are already synchronized on your customers’ screens—no need to print them or flip anything around. And with data from the integrated back-end system, they’re already filled in. Banks can save 20% on customer service time and 80% on document management costs.
Digitize paper-based processes for good
- Synchronizing form, data ,and inputs
- Guide and monitor customer’s inputs
- No need to scan, upload, and store paper forms
- No need to re-enter customer data into the system
Key Requirements & Features
Form Synchronization
- List of digital forms developed for all business processes
- Selection of business processes defined with forms, not with forms for customer requests
- Input guide mode for automatic data entry
- Form merging for cross/up-sell
Smart Digital Form
- Dynamic features for different cases of customer input
- Validation check on fields at the form level
- Auto-populating fields with back-end system integration
- Highlight & Annotate
- Dedicated fields only for customers or sales representatives to prevent data falsification
Faster Processing Time
- Attach all required documents in a single eForm file to get quicker approval and simplify the process
- Store the original file and manage the data in a dedicated system after internal approval
Security
- Digital signature integration for authentication
- Encryption of digital form
Components of Paperless Branch e-Form
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Design
Build Digital Form
OZ e-Form Designer
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Publish
Manage Digital Form System
OZ e-Form Enterprise Server
OZ e-Form Scheduler
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Fill and Submit
Data Input / Form Sync and Form-Filling
OZ e-Form Viewer
OZ e-Form Multi Screen Viewer
OZ Sync-Server / OZ Sync-Client
