Banking

Bank Online Forms for an Improved Banking Process

PlatoForms aims to maximize the innovation of technology to provide a more convenient banking process. Provide a better banking experience to your customers with our online bank forms.
a business man standing with other staff at his back

For an Enhanced Banking Process

Prompter Banking Procedure
Swift Banking System

With our advanced PDF tools, clients can finally skip the old-school banking scenes: back-to-back customer complaints, tons of unnecessary papers, and long periods of waiting in line.

Modernized Banking

The workflow feature from PlatoForms provides quicker sharing and receiving of banking forms online. Now, you can approve banking forms anywhere, anytime.

Save the Environment While Saving Money

Sustainable and Pocket-Friendly

Finally, banks are now relieved from the huge amount of money spent on printing bank forms. Aside from saving more, banks don’t have to worry about running out of paper forms. With our Online Forms, clients can fill up as many forms as desired–without hurting Mother Earth!
an office woman holding a laptop with a photocopying machine beside her and an online bank form behind her
a woman using a laptop to create an online bank form
Correct Errors Right Away

Worry Less For Mistakes

Now, clients can finally worry less about misspellings and unavoidable mistakes. With our Online Forms, clients don’t have to get a new paper form and rewrite everything again to correct a single alphabet error. With PlatoForms, clients can change and review all the information before submitting it.
Smoother Process

Streamlined Approval Process

Our Workflow feature at PlatoForms aims for a better and smoother approval process. Send, receive, and get documents approved anytime for convenience. Whether you’re in or out of the office, sending Online Forms to your clients is now easier than ever.
male office staff working on  bank forms using their laptops
man standing beside a large screen with an online form on display
Improve the Old-School Bank Transactions

Reinvent the Traditional Long Banking Process

Save time from waiting in long lines just to fill up a banking form. With our Online Forms, clients don’t have to undergo the time-consuming process of pens and papers. Additionally, the banking staff is now free from re-typing client’s information from their submitted forms. PlatoForms makes the opening of bank accounts quicker and better.
Strong Data Security

Ensure Client’s Data Privacy

With PlatoForms, banking forms are now safely stored online. Protect the confidential information of your clients by using our Online Fillable Forms. Aside from strengthening the data security, banks can also benefit from saving more space–now, you don’t have to make room for a pile of drawers and papers for bank forms!
woman sitting while holding a laptop with customer online form, padlock, and a locked folder on display
Features

Find out how the PlatoForms can help you

Converting pdf online form to web form
PDF to Web Form

Convert PDF to Web Form

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Online PDF form with original design
PDF Online Form

Online PDF Form With Original Design

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Pieces of puzzle for PDF form features add on
Add-ons

Empower the PDF Forms and Workflows

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form workflow
Workflow

Fill out a PDF in Multiple Steps

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