For the Remote Clients
Remote Teller eForm with video calling solutions provides almost as vivid UX as an in-person conversation between a client and a sales representative. At the same time, they share the same digital form, and the data entered are synchronized on each other’s screens.
Guide your customer in person over the video call
- eContracts signed during the remote meetings
- No need to send or receive contract papers from your clients
- No need to visit clients to give them a “where-to-fill” highlight guide
- No worries about the small mobile screen
- Clients can fill out the forms by following the step-by-step guide
Key Requirements & Features
Form Synchronization
- Synchronizing digital forms and filling out forms on multiple devices
- Remote form filling
- Annotation synchronization
- Dedicated fields only for clients or sales representatives to prevent data falsification
- Input guide mode for automatic data entry
- Independent control between multiple devices with simultaneous synchronization of input data
Smart Digital Form
- Conversational UI & input mode for small mobile screens
- Dynamic features for different cases of client input
- Validation of inputs and forms
- Form merging for cross/up-sell
- PDF export
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
- Auto-populating fields with back-end system integration
Security
- Digital signature integration for authentication
- Encryption of digital form
Components of Remote Teller 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 Sync-Server / OZ Sync-Client
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Mobile Input
Conversational UI
OZ Dialogue Flow
