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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 standardization of forms across product line
  • Works as fillable PDF and for traditional handwritten entry
  • “Smart form” PDF includes custom Javascript that prevents errors
  • Transfer agent found form easier to use than any other client form or their own internal form