An intelligent tool for digitizing and automating documents work
Enables easy and fast handover of data for document processing, including the option of electronic signature.
Are you interested in this product or do you have additional questions?
Formio enables the selection of documents for processing, setup of the conditions and definition of the process for each specific document, including signatures and generating the necessary source documents.
It is suitable for any electronic processing of documents, such as:
- Minutes of meetings (analysis of client’s needs, PEP, AML)
- Contracts with dealers
- Administration of investment questionnaires
and others
After the completion of the set process, the system retrospectively updates the data stored in the system.
INTEGRATION
Automatic data transfer from various systems or manual entry of input data and retrospective data updating.
EFFICIENCY
Enables parallel processing of multiple documents at the same time and minimises errors and duplicate records.
FLEXIBILITY
Fast adaptation to new requirements or legislative changes. Suitable for both simple tasks and complex workflows.
PROCESS AUTOMATION
Processing of multiple documents in one workflow without the need for a physical signature.
