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New Account Application
The transition from prospect to customer is one of the most important touchpoints. A highly usable account opening form sends the right message to new customers while reducing errors and processing times.
- Client’s first-ever standardisation of forms across product line
- Works as fillable PDF and for traditional handwritten entry
- Transfer agent found form easier to use than any other client form or their own internal form
Value Assessment Report
In this project, More Carrot has demonstrated its ability to transform comprehensive, complex and highly granular data into a report that is conc...
Golden Source Prospectus
Emerging as a new standard for the industry, More Carrot’s golden source prospectus combines efficiency, cost savings, strong legal protect...
The same strategies that dramatically improve usability also reduce page counts, which in turn can mean significant savings in printing, postage,...