FormSync

Smart Forms.
Seamless Workflows.
Better Experiences.

FormSync digitises the forms-and-workflow experience for paperless branch operations - capturing structured data, e-signatures, and supporting documents directly at the point of service, so paper forms and filing cabinets are no longer part of the process.

FormSync digital forms and e-signature capture on a tablet
Key Features

Built for Paperless Branch Operations

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Dynamic, Configurable Digital Forms

Create and update forms easily to match your processes and policies.

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E-signature Capture

Capture secure, legally compliant e-signatures instantly.

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Document & Photo Attachment

Attach supporting documents, photos, and scanned files.

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Offline Capability with Auto-Sync

Work offline and automatically sync data when back online.

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Workflow & Approval Automation

Automate routing, approvals, and escalations to reduce cycle time.

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Core-System Integration

Seamlessly integrate with core banking and other enterprise systems.

Key Benefits
  • speed

    Faster Service at the Counter

    Reduce processing time and improve customer satisfaction.
  • south

    Lower Operating Costs

    Eliminate paper, printing, storage and manual work.
  • target

    Fewer Errors

    Built-in validations and structured data capture improve accuracy.
  • fact_check

    Stronger Audit Trail

    Complete digital records for transparency and compliance.
  • eco

    A Greener Operation

    Go paperless and reduce your environmental footprint.
Use Cases / Applications
Paperless branch transactionsaccount_balance

Paperless Branch Transactions

Capture application and account opening forms digitally with e-signatures and attachments.

Policy issuance and claims processingverified_user

Policy Issuance & Claims Processing (Insurance)

Digitise policy issuance and claims forms for faster turnaround and better customer experience.

Digital form capture for field agentsperson_pin_circle

Digital Form Capture for Field Agents

Capture data, photos and documents in the field, even offline, and sync automatically.

Relevant Industries
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Ready to Transform Your Branch with FormSync?

Talk to an Expert about going paperless at your branches.