Insights and best practices for customer onboarding, compliance, and digital transformation.
The Formulr Liquid module allows you to develop fully customized interfaces in HTML/CSS/JS, while communicating with other modules in your onboarding journey.
Formulr's artificial intelligence automatically analyzes your client files to extract data, perform complex calculations, and generate personalized risk scores.
Discover how Formulr allows you to automatically translate your onboarding campaigns into multiple languages using AI, to deliver a localized customer experience internationally.
Reservation contract, financing file collection, payment calls, delivery: how to digitize every step of the VEFA buyer journey with a single portal.
No more manual email reminders! Discover how to automate document collection from your clients with modern tools.
Which form tool to choose for a real estate agency? Comparison of solutions to manage tenant files, management mandates and transactions.
KYC (Know Your Customer) requires more than a simple form. Discover why Typeform is not suitable for identity verification obligations and which solutions to use.
Discover the best Typeform alternatives for collecting documents from your clients: feature comparison, pricing and use cases.
Detailed comparison between Typeform and Formulr for client onboarding, document collection and electronic signature. Discover which solution best fits your business needs.
The KYC process is essential in the fight against money laundering and terrorist financing. Digitalization simplifies this process, improves efficiency, reduces errors, and ensures compliance in real time. Tools like Formulr make this management easier.
Customer onboarding in real estate involves crucial steps like collecting documents, verifying information, and signing contracts. Digitalization simplifies these processes with automated tools for centralized management, real-time monitoring and secure payments. Formulr offers a turnkey solution to optimize the entire journey, improving the customer experience and case management.
AI is revolutionizing document management by automating data analysis, validation, and compliance. It reduces errors, speeds up processes, and reduces costs. Formulr.io optimizes these tasks thanks to its integrated AI, guaranteeing efficiency and safety.
The digitalization of customer onboarding optimizes the collection, storage and monitoring of documents. Formula centralizes these steps, guaranteeing security, compliance and time savings through automation.
Digitalization simplifies onboarding in day care centers: collection and verification of documents, electronic signature, payment tracking and centralized communication. Solutions like Formulr optimize management and the parenting experience.