Online Banking Forms for Streamlined Process

Financial institutions handle many PDFs—investment profiles, risk assessments, transaction authorizations, and regulatory filings. Upload them to convert instantly, then choose your format.

Web forms are flexible and device-friendly, while fillable PDFs preserve exact layouts for compliance. AI can auto-detect fields, generate a form from a description, or customize a pre-built template—delivering reliable forms that are ready to use immediately, while streamlining setup.

PlatoForms delivers secure electronic signatures via its signature certificate tool, guaranteeing regulatory adherence and document authenticity.

Its workflow system optimizes multi-stage verifications for banking tasks like loan approvals, account setups, compliance checks, and fund transfers, incorporating signature certificates per step, cutting delays, and maintaining audit trails.

Lengthy banking forms deter clients—particularly on mobile. PlatoForms’ conversational forms deliver questions sequentially, conceal unnecessary sections, and lead clients through the process effortlessly.

Toggle any banking form or workflow to conversational mode instantly—no rework required. Select from sleek themes or tailor the design to align with your bank’s branding. Outcome: improved completion rates, fewer inaccuracies, and a client-centric banking experience.

Clients can activate save-for-later to resume forms gradually—ideal for intricate applications needing financial docs or verifications.

For regulated processes like account openings, apply submission limits to close access automatically and guide overdue clients to support.

Use master forms to handle multi-document bundles, mapping one input to populate multiple PDFs like loan agreements and disclosures in a single submission.

PlatoForms directs form submissions into your banking ecosystem without manual intervention.

Auto-sync completed forms to Google Drive, Dropbox, OneDrive, or Box, process transactions for account fees or loans via Stripe, or automate with Zapier, Make, or Pabbly.

For core banking integration, deliver structured JSON via webhooks API, or export as CSV, JSON, or PDFs. PlatoForms acts as a secure hub for your financial data flows—efficient, compliant, and integrated.

Asking long-term clients to retype basic information is a poor customer experience. With Pre-Filled Forms, you can streamline annual reviews, credit limit increases, or policy renewals.

Populate fields with data you already have—like Name, Account ID, or Address, and set them as read-only to prevent errors. The client simply fills in the new requirements, signs, and submits. It’s faster for them and ensures data integrity for your core banking system.

Financial forms require both strict access control and intelligent, context-sensitive questioning. PlatoForms provides Form Passcodes to protect sensitive documents and Conditional Logic to deliver tailored, relevant questions.

Secure high-value loan applications by requiring a password for access. At the same time, enhance the user experience with conditional logic that shows specific sections—like tax details—only when applicable, such as when a client selects “Self-Employed.” This approach keeps sensitive information secure while streamlining the form-filling process.