Industry Solutions: Financials


E-forms solutions for financial services

From insurance to mortgage banking to credit services, the financial services sector is becoming ever-more competitive, and regulation is increasing seemingly by the day. These pressures demand that customer-facing and internal processes are completed quickly, collaboratively and cost-effectively, yet an obstacle stands in the way — paper forms processing.

Replace paper forms. Move information quickly. Enhance compliance.

Formatta e-forms management solutions for financial services enable organizations in all financial services sectors to overcome the time, productivity and cost challenges of dealing with paper forms. With our software, forms can be accessed and completed electronically from anywhere, online or offline. You can append attachments to e-forms and authorize them with a secure digital signature.

E-forms are then sent on to whoever needs to review them, and upon completion, are directed into the content and document management system. At the same time, Formatta updates relevant business systems with the collected form data — all without paper or manual data entry.

  • Collect accurate data the first time, every time in an electronic format
  • Make the data instantly available to people and systems through seamless integration with business and content management technologies
  • Ensure data integrity and security with encryption and digital signatures
  • Extend forms access to authorized third parties, including customers and partner organizations
  • Support Sarbanes-Oxley, ALM, E-SIGN, HIPAA and other regulatory requirements
  • Reduce turnaround time by shrinking the time each person spends reviewing and completing forms
  • Track forms throughout their lifecycle to further enhance compliance and internal controls