Financial institutions face mounting pressure to digitize operations while maintaining strict security and regulatory compliance. PaxForm empowers your team with fully customizable, compliant form builders and automated workflows for everything from account openings and loan applications to audit trails and compliance reporting.
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, secure data collection and regulatory compliance are as critical as your services. Whether you’re automating account openings, streamlining investor onboarding, or processing digital insurance claims, PaxForm provides compliant form builders and workflow automation tools to manage financial documents, automate approval processes, and maintain complete audit trails that reduce processing delays and protect sensitive data from intake to final 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 include compliance features tailored for banking, investment, and insurance regulations. To ensure institutions meet requirements, the platform provides acknowledgment tracking for required disclosures, comprehensive audit trails, and identity verification workflows for processes like KYC forms and loan agreement templates. Strong data security controls and structured documentation also make it easier to satisfy evolving regulatory standards.
Yes. Paxform connects seamlessly with major core banking systems, loan origination platforms, CRM solutions, and customer data platforms. These integrations allow financial data from loan applications, contracts, and onboarding forms to flow directly into your existing infrastructure. Whether through standard connectors or custom API integrations, Paxform ensures smooth handling of both contract workflows and secure data management.
Paxform applies financial-grade security across all secure forms, digital contracts, and electronic signatures. End-to-end encryption, multi-factor authentication, and role-based access controls safeguard sensitive loan documents and customer records. In addition, audit logging, secure storage, and regular security assessments help institutions meet strict industry standards while keeping data fully protected.
Absolutely. Paxform allows full customization of customer-facing elements such as online forms, loan contracts, and onboarding touchpoints. You can apply your own branding-logos, typography, and colors, directly into workflows like loan application forms, KYC documentation, or e-signature requests. This ensures clients experience a consistent, branded journey while benefiting from the efficiency of digital processes.
Paxform improves completion rates by streamlining every step of the loan application form and onboarding process. Features include progressive information collection, save-and-resume functionality, and real-time field validation to prevent errors. Applicants also benefit from clear guidance, pre-filled details where possible, and mobile-friendly, secure forms that adapt to any device. With status tracking and reminders, customers are more likely to finish even lengthy applications without dropping off.
Implementation speed depends on the complexity of your workflows and integrations, but many institutions deploy their first solutions in 4–8 weeks. Early phases often include digitizing high-impact use cases such as loan documents, KYC forms, or contract templates using secure e-signatures. This phased approach provides quick wins while laying the foundation for broader transformation in document automation and financial data management.
Implementation speed depends on the complexity of your workflows and integrations, but many institutions deploy their first solutions in 4–8 weeks. Early phases often include digitizing high-impact use cases such as loan documents, KYC forms, or contract templates using secure e-signatures. This phased approach provides quick wins while laying the foundation for broader transformation in document automation and financial data management.
Yes. Paxform enables a smooth shift to paperless banking by replacing manual paperwork with digital forms and legally binding e-signatures. Institutions can generate contracts, such as loan agreement templates or onboarding documents, directly from submitted data. All files are protected through secure forms and encrypted storage, making digital processes both compliant and efficient. This not only reduces costs but also delivers a faster, customer-friendly experience.
Paxform streamlines customer onboarding by combining smart data collection methods with automated decisioning. Applicants can submit details through adaptive forms, upload required documents, and complete KYC verification in a single workflow. Collected data feeds into compliance review steps and contract generation, such as loan application forms or account opening agreements. This automation reduces back-and-forth, shortens onboarding timelines, and ensures that all required checks are performed consistently.
Absolutely. Paxform integrates with popular CRMs and financial platforms so that information from loan applications, customer records, and signed contracts flows automatically into a single system. These integrations connect form builders with tools like customer data platforms, enabling institutions to centralize insights and track contract management workflows more effectively. As a result, financial teams gain a complete view of client relationships while eliminating duplicate data entry.