AI-Powered Onboarding and Compliant Workflow Automation
Combine the Power of Intelligent Forms and Agreements
FormIQ is an AI onboarding and workflow automation platform built for organizations that operate under regulatory pressure. We replace manual PDFs, email-driven approvals, and uncontrolled spreadsheets with secure, guided digital workflows for client onboarding, patient intake, investor KYC, loan applications, insurance submissions, and more.
Our platform brings together smart intake, document generation, multi-party signatures, compliance routing, and audit trails — all without custom code.
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Revolutionize your business with FormIQ’s industry agnostic solutions. Contact us today to learn more or schedule a demo
Maximize Financing Efficiency with FormIQ
FormIQ for Finance
Streamline loan application processes and expedite approvals with FormIQ's intuitive digital forms and signature workflows. From initial client intake to document submission and approval, our platform ensures seamless collaboration and compliance, allowing financing specialists to focus on client needs and closing deals faster.
Enhance Client Service with FormIQ
FormIQ for Insurance
Simplify insurance application procedures and accelerate policy issuance with FormIQ's innovative digital solutions. Seamlessly collect client information, generate custom quotes, and facilitate e-signatures for policy documents, all within a secure and user-friendly platform. With FormIQ, insurance brokers can deliver exceptional service and enhance client satisfaction.
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Optimize Investor KYC Processes with FormIQ
FormIQ for Wealth Management
Transform client onboarding and account management processes with FormIQ's advanced digital workflows. From initial client assessments to investor KYC and suitability updates, our platform streamlines document collection, approval workflows, and compliance procedures, enabling wealth advisors to deliver personalized service and drive client success with ease.
Streamline Property Transactions with FormIQ
FormIQ for Real Estate
Simplify property onboarding and documentation with FormIQ’s intelligent digital workflows. From buyer and tenant applications to identity verification, financing forms, and compliance reviews, our platform automates document collection, approvals, and e-signatures—eliminating delays and manual errors. Real estate professionals can deliver faster closings, enhanced transparency, and a seamless client experience across every transaction.
Elevate Patient and Provider Experiences with FormIQ
FormIQ for Healthcare
Digitize patient and provider onboarding with FormIQ’s tailored digital solutions. From patient intake and consent forms to provider credentialing, insurance verification, and compliance management, our platform simplifies document workflows, approval routing, and audit tracking—empowering healthcare organizations to focus on care delivery and operational excellence.
Improve Vendor Engagement with FormIQ
FormIQ for Procurement
Streamline vendor procurement processes and enhance supplier relationships with FormIQ's integrated digital workflows. From request for proposal (RFP) submissions to cyber security risk assessments and vendor onboarding, our platform automates document collection, approval workflows, and compliance checks, enabling procurement teams to drive efficiency across your vendor ecosystem.
Simplify Campus Operations with FormIQ
FormIQ for Education
Optimize administrative processes and streamline campus operations with FormIQ's tailored digital solutions. From student enrollment and financial aid applications to faculty hiring and facilities management, our platform simplifies document workflows, approval processes, and compliance procedures, empowering administrators to focus on educational excellence and student success.