FormIQ Solutions for Capital Markets

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To automate business processes, we need to address the repetitive entry across investor forms, KYC, and compliance documents. By utilizing customizable digital forms, we can streamline onboarding workflows and enhance efficiency.

Chasing multiple stakeholders for signatures—investors, advisors, and compliance officers—can be streamlined by leveraging FormIQ's digital workflows with multi-level approvals and electronic signatures.

Missing fields, incorrect investor types, and outdated documents can lead to delays and rework, but by using digital workflows with smart forms, you can prevent errors and omissions from onboarding packages.

Storing and transferring sensitive investor information via email and static files creates regulatory risk. FormIQ eliminates the risks and reduces the chances of related compliance issues.

Annual renewals or material change requests necessitate entirely new form packs and the re-entry of redundant data. Utilizing customizable digital forms can automate  business processes for account management.