Financial institutions face the dual challenge of meeting rising customer expectations for digital experiences while navigating complex regulatory requirements. Paxform’s Financial Services solutions bridge this gap with secure, compliant digital processes that enhance customer experiences while streamlining operations and ensuring regulatory adherence.
Transform the first critical interaction with a streamlined digital experience that reduces abandonment while collecting all required information and documentation.
Streamline investment account opening, risk profiling, and documentation with compliant digital workflows designed for wealth management requirements.
Accelerate lending with intuitive applications, secure document collection, and automated workflows that enhance both customer experience and operational efficiency.
Simplify insurance enrollment and claims submission with user-friendly digital forms and automated processing that reduces settlement time.
Implement rigorous yet efficient Know Your Customer and Anti-Money Laundering processes with secure verification workflows and comprehensive documentation.
Manage advisory relationships, investment policy statements, and portfolio reviews with compliant digital forms and secure client communication.
Ensure regulatory compliance with digital delivery and acknowledgment of required disclosures, terms, and consent documentation.
Facilitate secure account changes, beneficiary updates, and customer information management through authenticated digital workflows.
Streamline applications for credit cards, investment products, and specialized financial services with tailored digital forms and verification processes.
In today’s digital world, effective information management is critical for individuals and organizations alike. Paxform delivers tailored solutions that address the specific needs of personal users, businesses, and enterprise-scale operations—all built on our foundation of security, control, and efficiency.
- New account applications
- Loan applications (personal, auto, mortgage, business)
- Change of address/information requests
- Card replacement requests
- Stop payment orders
- Electronic statement enrollment
- Account closing requests
- Beneficiary designations
- Overdraft protection enrollment
- Wire transfer requests
- New client intake forms
- Investment policy statements
- Risk tolerance assessments
- Portfolio rebalancing authorizations
- IRA/retirement account applications
- Beneficiary designations
- Trust account documentation
- Financial planning questionnaires
- Asset transfer authorizations
- Client review documentation
- Policy applications (auto, home, life, health)
- Claim submission forms
- Beneficiary change requests
- Coverage modification requests
- Health questionnaires
- Property inventory documentation
- Accident/incident reports
- Policy cancellation requests
- Premium payment authorizations
- Agent of record changes
We analyze your regulatory requirements, including KYC, AML, GDPR, GLBA, and industry-specific regulations
We identify pain points in your form and approval processes and map out how to streamline them using automation.
From autofill enrollment forms to permission workflows, we customize templates and approvals to your institution’s structure.
Connect Paxform to SIS, CRM, HR systems, and third-party apps using our secure education API platform.
We deliver tailored training for faculty, admin, and IT staff to get everyone up to speed.
Support for parents, students, and caregivers includes email walkthroughs, demo videos, and help center guidance.
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.