Financial institutions face mounting pressure to digitize services without losing control of security and regulatory adherence. Paxform empowers your team with fully customizable, compliant, and automated workflows for everything from account openings to audit trails.
You can speed up account creation with digital workflows that reduce form abandonment and securely gather identity verification, KYC documents, and disclosures—all in one seamless experience.
Make onboarding for wealthy clients smarter. Use digital risk tolerance assessments, automated document verification, and secure client communications tailored for wealth management compliance.
Simplify and accelerate your loan application process using online data collection methods, secure e-signatures, and automated approval workflows that reduce manual processing errors.
Enable faster claim resolutions and policy enrollments. Digital insurance forms and workflow automation reduce back-and-forth and improve customer satisfaction.
Build trust with a secure KYC and AML system that meets all “Know Your Customer” requirements. You’ll collect the right documents, track each step with audit trails, and meet regulatory & compliance standards.
Simplify investment policy statements, portfolio reviews, and advisory records with smart templates and autofill options. Make compliance part of the flow, not a burden.
Automatically deliver required disclosures and consent forms, with real-time acknowledgment tracking for regulatory compliance in banking, insurance, and investment.
Let users update sensitive account information with secure workflows, ID verification, and permission-based editing without paperwork delays.
From online credit card forms to complex investment product sign-ups, manage the full application lifecycle in one place. Your team stays efficient, your customers stay informed.
In today’s financial landscape, how you manage customer and regulatory data is as critical as what you offer. Whether you’re opening a new account, onboarding investors, or managing digital insurance claims, Paxform gives you secure, fully compliant tools to manage documents, automate approvals, and full audit trails that reduce delays and protect your data from intake to decision.
- Online Account Opening Forms
- Loan Application Workflows
- Change of Address & Profile Updates
- Card Issuance & Replacement Requests
- Stop Payment & Transaction Dispute Requests
- Wire Transfer Authorization Forms
- Overdraft Protection Enrollment
- Beneficiary Designation Forms
- Account Closure Requests
- E-Statement Opt-In Forms
- New Client Intake Forms
- Risk Tolerance Assessments
- Investment Policy Statement Templates
- Trust & Estate Account Documentation
- Portfolio Rebalancing Authorizations
- IRA & Retirement Account Applications
- Asset Transfer Request Forms
- Client Review Meeting Summaries
- Document Upload for Proof of Funds
- Disclosure & Consent Acknowledgments
- New Client Intake Forms
- Risk Tolerance Assessments
- Investment Policy Statement Templates
- Trust & Estate Account Documentation
- Portfolio Rebalancing Authorizations
- IRA & Retirement Account Applications
- Asset Transfer Request Forms
- Client Review Meeting Summaries
- Document Upload for Proof of Funds
- Disclosure & Consent Acknowledgments
We analyze your needs across KYC, AML, GDPR, GLBA, and other regulations to ensure you meet financial compliance standards.
Your workflows and forms are tailored to your product offerings, risk controls, and customer segments.
We apply enterprise-grade encryption, permission-based access, audit trails, and automated document verification to protect your data.
You can connect Paxform with your CRM, financial software, and legacy systems for seamless data movement, no manual transfers needed.
We’ll equip your teams with the training they need to use, manage, and modify forms without IT dependency.
From branding to form logic, we design flows that feel intuitive for your customers and reflect your brand values.
Features
Banking
Wealth Management
Insurance
Customizable Forms
Regulatory Compliance
E-Signatures
Document Collection
Workflow Automation
ID Verification
Security Controls
System Integration
Mobile Optimization
Audit Trails
Custom Branding
Analytics Dashboard
Paxform’s financial services solutions incorporate compliance features specifically designed for banking, investment, and insurance regulations. These include required disclosures with acknowledgment tracking, comprehensive audit trails, data security controls, identity verification workflows, and structured documentation that satisfies regulatory requirements. Our platform remains updated with evolving regulations to help your institution maintain ongoing compliance.
Yes, Paxform offers robust integration capabilities with major core banking systems, loan origination platforms, CRM solutions, and financial management software. These integrations range from standard connectors for popular platforms to custom API integrations for proprietary systems. Our implementation team works closely with your IT department to ensure seamless data flow between Paxform and your existing infrastructure.
Paxform implements financial-grade security controls including end-to-end encryption, multi-factor authentication, role-based access controls, comprehensive audit logging, and secure data storage. Our platform undergoes regular security assessments and maintains compliance with relevant security standards. We work closely with your security team to ensure all implementations meet or exceed your institution’s security requirements.
Absolutely. All customer-facing elements can be fully customized with your institution’s branding, including logos, colors, typography, and terminology. This ensures a consistent brand experience across all digital touchpoints while maintaining the powerful functionality of the Paxform platform.
Paxform’s financial services solutions incorporate several features specifically designed to increase completion rates:
Progressive information collection that breaks complex applications into manageable steps
Save-and-resume functionality that allows applicants to complete forms over multiple sessions
Intelligent field validation that identifies errors immediately
Clear instructions and help text within forms
Automatic pre-filling of information when possible
Mobile-friendly design for completion on any device
Status tracking and notifications that encourage completion
Implementation timelines vary based on the complexity of your processes and integration requirements, but many financial institutions successfully deploy their first Paxform solutions within 4-8 weeks. Our implementation approach emphasizes quick wins through phased deployment, allowing you to realize value rapidly while building toward comprehensive digital transformation.