Smart Forms and Financial Services

Transform your legacy processes into user-friendly Smart Forms.

Leading financial institutions use FormHero’s Smart Form solutions to manage their data collection and delivery. From customer facing applications and account changes to complex in-branch transactions, FormHero turns out-dated, paper-based processes into simple, delightful experiences.

Eliminate errors, abandonments, and lengthy employee training by transforming your existing workflows into Smart Forms.

The CLIENT

BMO

FEATURES

Dynamic questions, auto-completion & address validation, French & English language support, support for client self-service applications, in-branch applications, and call-center-based applications.

WHAT WE DID

By converting a complex processes such as Small Business Credit Card applications from a manual, PDF- & branch-initiated process into a single, easy-to-use Smart Form, FormHero is helping power over 300% growth of new accounts while freeing branch staff to spend more time with new and existing clients.

Securing credit with a leading bank can is a critical activity for any small business and it is often the beginning of a long, multi-product relationship. Any barriers in that process - from the need to visit a branch or multi back-and-forth due to incomplete information - can lead to frustrations and ultimately the loss of a potential client.

To solve this, and to prepare for the launch of a new, digital adjudication platform, BMO leverage the FormHero Smart Form platform to rapidly develop and launch a unified, omni-channel application experience that could service both the current PDF workflow and the upcoming digital experience. Within two months, the entire user-journey was built, branded and launched for self-serve, in-branch and call center based applications. Supporting both English and French, the form automatically adjusts to display and validate the questions and answers necessary when either an employee or customer is filling the form directly.

At launch, the Smart Form validated all of the gathered information and then simultaneously delivered an encrypted PDF for back-office fulfilment and the itemized digital records for testing with the new adjudication system. When the digital adjudication was ready for production a few months later, the back-office simply started consuming the digital records without the need to re-code or deploy the front-end user experience.

BMO Smart Forms
The FormHero team were great to work with – nimble, professional, able to adjust content in real time. They helped make the launch of our new products a huge success
Adrian Lang - Head, Operations and Small Business Solutions BMO

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