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!
woman sitting while holding a laptop with customer online PDF form, padlock, and a locked folder on display


  • What is the benefit of converting a PDF into a bank form?
    Converting a PDF into a bank form makes it easier to fill out and submit electronically, eliminating the need for manual data entry and reducing the risk of errors.
  • Can any PDF form be converted into a bank form?
    Most PDF forms can be automatically converted into a bank form. Even if they are scanned, you can still use our form builder to create an online form.
  • Can I automate data processing from my bank form?
    Yes, you can automate data processing from your bank form by using our integration feature or by exporting data to other software applications.
  • What is the best software to use for converting PDFs into bank forms?
    There are many software options available for converting PDFs into bank forms , including Adobe Acrobat, Microsoft Word, and online form builders like PlatoForms .
  • What types of fields can be added to a bank form?
    A wide range of fields can be added to a bank form, including text boxes, checkboxes, radio buttons, and dropdown menus.
  • How do I ensure the security of my bank form data?
    To ensure the security of your bank form data, make sure to use HIPAA compliant forms that employ encryption and secure data storage practices.

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

Empower the PDF Forms and Workflows

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form workflow

Fill out a PDF in Multiple Steps

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