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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
  • For fillable PDF version, created custom Javascript that prevents common errors
  • Transfer agent found form easier to use than their own internally developed form