Custom Forms seamlessly integrate with workflows, tasks, and customer accounts, enhancing data collection and process efficiency for streamlined operations.
Simplify data collection processes and streamline workflows with Branch's Custom Forms, designed to enhance efficiency and productivity.
Seamlessly connect custom forms to workflows, tasks, and customer accounts, facilitating comprehensive data collection and streamlined processes.
Customize form fields to gather specific information relevant to your institution's processes, ensuring accuracy and completeness in data collection.
Automate task creation and assignment based on form submissions, optimizing task management and ensuring timely follow-up on customer requests.
Deliver personalized and efficient customer experiences with Branch's Custom Forms, empowering your team to gather crucial information and provide proactive assistance.
Collect customer data through custom forms to personalize interactions and tailor services to individual needs, fostering stronger relationships and increasing satisfaction.
Simplify account opening processes with customizable forms, enabling customers to provide necessary information conveniently and reducing time-to-service.
Ensure compliance with regulatory requirements through customizable form fields and automated validation checks, minimizing compliance risks and maintaining regulatory trust.
Request a 30-minute live demo and our team will contact you shortly. During the demo, we’ll walk you through how Branch ID can help, including:
Seamlessly integrate Custom Forms with Branch Workflows to automate data collection processes and optimize workflow efficiency, ensuring streamlined operations and increased productivity.
Learn moreEnhance Custom Forms functionality with Task Generation API, allowing for seamless task creation and integration with existing systems, maximizing process automation and efficiency.
Learn moreLeverage the full potential of Custom Forms within the comprehensive Branch Platform, benefiting from a suite of tools and integrations designed to optimize banking processes.
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