Automate Complex Forms. Simplify Workflows. Power Growth
Explore How FormIQ Supports Your Industry
FormIQ is transforming how regulated industries collect, manage, and action critical customer data. Our intelligent, form-first automation platform replaces traditional PDF-based workflows with fully digital, secure, and scalable processes that eliminate friction, increase accuracy, and accelerate time to revenue.
AI Powered Workflows for Regulated Industries
Capital Markets
Investor Onboarding, Renewals, and Compliance Made Easy
Broker-dealers, exempt market dealers, and investment advisors often rely on manual PDF-based workflows for investor account openings and renewals. These processes are time-consuming, error prone, and difficult to track across multiple stakeholders.
With FormIQ, capital markets firms can:
- Launch fully digital onboarding workflows for retail, institutional, joint, and trust accounts
- Pre-fill complex regulatory forms with validated customer data
- Route submissions through customizable approval chains
- Enable secure, multi-party electronic signatures
- Ensure audit readiness and regulatory compliance
Insurance
Modernize Customer Applications and Agent Workflows
Insurance brokers and agencies still depend heavily on email and PDF forms to collect application data. This often results in incomplete forms, follow-up delays, and version control nightmares.
FormIQ helps insurers:
- Digitize application workflows for life, health, and commercial policies
- Pre-fill redundant customer details across forms
- Manage co-signers, policyholder approvals, and underwriter signatures
- Ensure data privacy and secure document storage
- Integrate seamlessly with existing CRM or policy administration systems
Financing
Streamline Loan Applications and Document Workflows
Loan officers and financing professionals deal with fragmented processes when it comes to gathering borrower data, documents, and approvals—especially for personal, business, and real estate loans.
With FormIQ, financing teams can:
- Collect borrower information through guided, digital forms
- Generate official PDF documentation automatically
- Route documents through approval tiers including internal departments and compliance
- Manage incomplete applications with built-in rework and resubmission workflows
- Improve applicant experience and reduce processing time