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Case study
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
- “Smart form” includes custom Javascript that prevents errors
- Transfer agent found form easier to use than any other client form or their own internal form