New Account Application
The transition from prospect to customer is one of the most important and least-understood parts of the entire customer cycle. Highly usable forms send the right message to new customers while reducing errors and processing times.
- Achieved client’s longstanding goal of standardizing forms across entire product line
- Forms work equally well online, as fillable PDFs and as traditional handwritten forms
- Transfer agent found form easier to use than their own internally developed form
Consultative Sales Aid
Political Contributions Policy