Account opening forms
Industry: Finance and banking
Challenge: Opening a bank account can be a challenging task, both for the client and the consultant. Depending on the client’s service needs and background, banks have to prepare various forms in different languages. In order to save time and prevent errors, the same information (e.g. personal data, account numbers) should only be entered once. Furthermore, the consultant should be able to switch between different languages without the need to re-enter data (e.g. fill in the form in English and print it out in Spanish). Last but not least, because form changes are made frequently, maintaining these changes should be made as easy as possible.
Solution: The Snapform Account Opening solution consists of a multilingual set of forms. The consultant is able to assemble all required forms into one single document simply by clicking on the required elements. Consistency checks ensure that the document is completed accurately and no information is missing. The printouts are available in the client’s preferred language and in different formats (e.g. A3/Duplex). Once a form is updated, the new PDF background image can be imported with just a few mouse clicks.