Multi-Step Smart Forms

Crafting Seamless Customer Experiences: Bespoke Smart, Multi-Step Forms

We’re committed to revolutionizing the way customers interact with our services. Our bespoke smart, multi-step forms are designed to create personalised and dynamic customer experiences that drive engagement and loyalty.

Personalization at the Core

Our forms are built on a foundation of personalization, ensuring that every interaction is tailored to each individual customer’s needs:

Dynamic Multi-Step Forms

Our smart, multi-step forms are designed to guide customers through a seamless and intuitive experience:

Engagement-Driven Features

Our bespoke forms are packed with features designed to drive engagement and loyalty:

Measuring Success

We’re committed to continually measuring and improving our bespoke smart, multi-step forms:

By crafting bespoke smart, multi-step forms, we’re creating personalised experiences that drive engagement, loyalty, and ultimately, long-term success.

Meet our Platform

Seamlessly integrated, it allows all users to effortlessly navigate their financial services through the mobile app and front-end web portal, leveraging real-time data from case management and back-end interconnections with third-party systems, resulting in a streamlined, secure, and efficient experience that drives exceptional satisfaction and loyalty.

FAQ

Still not convinced? We have the answers to your questions.

Contact us

What types of financial institutions do you work with?

We partner with CDFI's, credit unions, fintech companies, and other financial institutions to provide cutting-edge software solutions. Our expertise spans various industries, including banking, payments, lending, and case-management.

How secure is your data storage and protection process?

We take data security very seriously. We utilise industry-standard encryption both at rest and in-transit to protect our clients' sensitive information. Our platform has GDPR dedicated features and our software operates in datacenters regularly audited and compliant with relevant regulations, including PCI-DSS, and SOC 2.

Can you help us integrate your software with existing systems?

Yes, we offer integration services for various fintech platforms, on-premises services, payment gateways, account aggregation services, and other third-party applications. Our team can assess your current infrastructure and develop customised integrations to ensure seamless data exchange.

How long does the development process typically take, and what are the milestones?

The time required for software development varies depending on the scope of the project, complexity of requirements, and your specific needs. We follow an Agile methodology with regular check-ins to ensure transparency and alignment, this combined shortens the lead-times on delivery of your projects.

Do you offer ongoing support and maintenance for your software solutions?

Absolutely, we provide comprehensive support services, including: Technical assistance via our ticketing system, regular software updates and patches to ensure security and feature enhancements, on-going performance monitoring and optimization to ensure peak efficiency, training and documentation to help clients get the most out of our solutions.

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