Banking on smart forms: How to unlock digital revenue and cut costs

Recorded on September 19, 2024

While enterprises have experienced digital transformation for years, forms have often been overlooked. Even in financial services, paper forms and static PDFs are common – and disconnected from other digital workflow steps like signing.  

For customers, the struggle is real. Research shows that 60% of consumers abandon an interaction if a company has an inefficient process for collecting information. Enterprises also struggle to manage inefficiencies in the customer data collection process, further frustrating customers and adding costs.  

Join our experts to learn how to achieve higher completion rates using the new OneSpan Smart Forms solution. Unlike other solutions, it integrates smart digital forms, identity verification, and eSignature – core technologies key to modernizing forms-based agreement processes like new account opening, wealth management onboarding, pension enrolment, and more.  

Highlights

  • How an integrated platform drives completions and time-to-revenue    
  • Best practices for a personal, efficient, and consistent customer experience
  • Advice for breaking down data silos with enterprise integrations

 

Presenters

Will LaSala
Field CTO, OneSpan 

       

Todd Blaese
Solution Engineer, OneSpan