AWS Marketplace: Finity360 Forms

Overview

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.

Highlights

Intuitive Customer Onboarding: Improve the client experience with Natural Language Forms that streamline and simplify the application process, reducing onboarding time and errors.
Seamless Salesforce Integration: Fully integrates with Salesforce and e-signature platforms, ensuring smooth processing and eliminating Not-In-Good-Order (NIGO) issues.
Regulatory Compliance: Ensure adherence to SEC, FINRA, and Patriot Act regulations with built-in compliance features, including real-time identity verification and document preservation.

Details

Sold by

Arcus Partners

Pricing

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Pricing is based on your specific requirements and eligibility. To get a custom quote for your needs, request a private offer.

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Support

Vendor support

You can contact us for support here: support@finity360.com

For information on our products and services you can reach out at: Paul Stringer - paul.stringer@arcuspartners.com Gerry Murphy - gerry.murphy@arcuspartners.com Saurabh Bhole - saurabh.bhole@arcuspartners.com

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Software associated with this service

SmartIQ™ Digital Forms

By Smart Communications

SmartIQ is a low-code data intake technology that lets business analysts quickly create secure, digital data collection processes-reducing the need for paper forms, structuring data intake, and making first-party data accessible to all parts of an organization. SmartIQ serves as a digital front door to complex business processes, transforming traditional paper-based form processes from one-way exchanges into mobile friendly, intelligent interactions. With SmartIQ, traditional paper-based form processes are transformed from static, one-way exchanges into fully digital, intelligent interactions. Empower your organization with a centrally implemented solution that manages business rules and offers advanced data and approval workflows, pre-built connectors, flexible API architecture, and machine readable output-for everything from simple applications to complex servicing requests.

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