Finity360 Forms is a cutting-edge solution designed to transform the client onboarding experience in the financial services industry. By leveraging Natural Language Forms (NLF), Finity360 Forms offers a user-friendly, conversational style of web form that significantly reduces complexity and enhances client engagement. This innovative approach to forms not only improves the overall user experience but also helps eliminate common issues like Not-In-Good-Order (NIGO) submissions, which can delay the application process and frustrate clients. With Finity360 Forms, financial institutions can provide a more intuitive and less intimidating onboarding process, leading to higher client satisfaction and retention.

One of the key features of Finity360 Forms is its seamless integration with Salesforce, as well as other third-party systems like LASER APP. This integration allows for easy document management and processing within your existing digital infrastructure. The platform supports both electronic signatures and traditional print-and-mail processes, offering flexibility depending on your business needs. With built-in e-signature integration (supporting both Signix and DocuSign), the platform significantly reduces the time required to obtain signed documents, accelerating the overall application process and ensuring a secure, compliant transaction.

Compliance is at the forefront of Finity360 Forms' design. The solution is built to support financial institutions in adhering to strict regulatory requirements, including SEC 17a-3 and 17a-4, FINRA guidelines, and the Patriot Act. The platform's business rules engine validates account details, supports attachments, and integrates with real-time identity verification systems to ensure compliance is maintained throughout the onboarding process. Additionally, Finity360 Forms is platform-independent, meaning it can be hosted on the Finity360 Salesforce Portal or integrated into your own web-based portal, providing a versatile and scalable solution for any financial institution.