Form Automation for Financial Institutions
Manual paperwork slows everything down - especially when you're dealing with vendor onboarding, HR intake, or incident reports. Our form automation tools are designed specifically for banks, credit unions, and other financial institutions that need accountability, routing, and long-term tracking built in.
Common Automated Forms
- New employee checklists: Auto-generate IT requests, compliance confirmations, and hardware assignments when onboarding begins.
- Vendor change forms: Gather risk ratings, contact info, and attach documents - all routed to the right approvers.
- Incident reports: Collect details and forward to HR, IT, or security with optional photo/file upload.
Fully Integrated with Your Intranet
All forms are searchable and connected to related content - like policy pages or compliance requirements. No jumping between platforms or relying on third-party form tools.
Routing and Audit Trails
- Role-based visibility: Show or hide fields based on user groups.
- Multi-step approvals: Route forms based on department or form type.
- Permanent recordkeeping: Export, log, and track every submission with audit history.
Build Once, Use Repeatedly
Once a form is created, it can be duplicated, modified, and reused across departments. Want a new HR form next quarter? It's just a few clicks - no vendor call required.
