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Financial services

Extreme Form provides an easy-to-use forms tools that allows financial services institutions to easily replicate paper forms electronically - in a format that customers can complete online.

Meet consumer needs faster

Extreme Form can replicate the look and feel of your existing paper-based forms and utilize Web-based technology to make completing forms easier
for consumers.

Extreme Form allows you to:

• Pre-populate fields to eliminate redundant data entry.
• Use branching and skipping logic so that customers only see the fields that pertain to them.
• Let consumers know immediately if they have not provided sufficient information to complete the transaction.
• Provide an instant personalized Web page or email.

Streamline your processes

Whether customer data is entered by the customer or by business managers talking with a customer on the phone or in-person, data accuracy is critical. With real-time online error checking and the elimination of data entry of paper-forms, data integrity is greatly improved. And, with Extreme Form scanning service, it's easy to integrate data collected from paper-based form with data collected online.

Extreme Form is easy to deploy and easy to use. You can be up and running in no time. And, because you host the application, you can ensure the security of the data.

Reduce paperwork. Complete transactions faster. It's that quick and easy.

Learn more

Extreme Form is rapidly becoming the utility of choice to design, manage and extend data collection and data distribution throughout the enterprise.

Phone - 781-849-8118

Contact us to see how we can help you.

Sample financial services applications

• Loan applications
• Mutual fund application forms
• Credit card applications
• Mortgage applications
• Customer satisfaction surveys
• Compliance and training programs