Form Automation
Form automation refers to the use of smart forms and workflows to collect information, route it to the right person, and take action - without printing, emailing, or manually re-entering data. It reduces delays, mistakes, and bottlenecks in internal processes.
For banks and credit unions, form automation transforms everything from IT requests and HR changes to loan overrides and vendor approvals. It increases visibility, tracks status in real-time, and ensures the right steps are followed - every time.