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 by turning PDFs into online forms.

a business man using PDF online form standing with other staff at his back

For an Enhanced Banking Process

Prompter Banking Procedure

Swift Banking System

Our advanced PDF tools will help your clients to 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. In addition to converting PDFs to online forms, 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. by turning PDFs into 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 webform behind her

a woman using a laptop to create an online bank webform

Correct Errors Right Away

Worry Less For Mistakes

Clients can finally worry less about misspellings and unavoidable mistakes. By making PDFs fillable online, 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. Submit PDF forms online, send, receive and get documents approved anytime for convenience. Whether you’re in or out of the office, submitting PDF forms online to your clients is now easier than ever.

male office staff working on fillable bank webforms using their laptops

man standing beside a large screen with an online PDF 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. By turning PDFs into fillable forms online, clients don’t have to undergo the time-consuming process of pens and papers. Additionally, the banking staff is now free from re-typing clients' 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 converting PDFs to 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!