Faster Financial Processing and Turnaround with HTML Forms

Financial organizations sometimes require clients to fill in PDF forms. However, using PDF forms brings with it some friction and annoyance as the organizations then try to pair it with the online systems and records. But there is a solution.

Don’t Kill Form Completion Rates with PDF Forms

PDF forms are incompatible with HTML. Financial clients need to install extra software or print out PDF forms, hence, retail banking and consumer finance face a challenge to improve form completion rates.

Data collection is another headache, as staffs need to either manually extract data or scan and collect it from printed PDF forms.

Convert Fillable PDF Financial Forms into HTML Forms

FormVu is an SDK developed by IDRSolutions for developers to convert fillable PDF forms into HTML forms. Financial organizations can use FormVu to help with loan applications, account openings, policy sign-ups, claims, etc.

What Can FormVu Help Financial Organizations Achieve?

Increase Form Completion Rates and Customer Experience

FormVu removes barriers like needing PDF software which allows more users to complete forms correctly and on time. Clients can directly fill in forms anywhere, anytime, on any digital device (pc, phone, tablet). This is especially helpful for retail banking and consumer finance, where tech-savviness varies.

With FormVu, financial organizations will have a cutting-edge advantage in customer experience and workflow compared to competitors.

Faster Processing and Turnaround

Data can be submitted directly from the HTML form, allowing for instant capture into financial company’s back-end systems (CRMs, loan origination, compliance systems, etc).

With FormVu, there is no need to process scanned documents or manually extract data, speeding up workflows. After clients submit to a URL, developers can see the data from the backend.

Easier Integration with Financial Platform

Compared to native HTML forms, PDF forms are trickier to integrate into web applications.

With FormVu, financial organizations can integrate the converted HTML forms into a web application workflow while retaining all their interaction and functionality as well as the look of original PDF forms. Here’s an example video of how we integrate it into our website.

Conclusion

Converting fillable PDF forms into HTML forms can increase form completion rates and customer experience, boost processing and turnaround, and simplify integration with financial platforms. This can all be achieved with FormVu. Click here to try it out!

FormVu allows you to