Form Templates

Account opening forms are filled in by someone who is opening a new account with a bank, credit union, or other financial institution. It provides all of the information required by a bank to create an account for your client.

You don’t need to have your clients fill out paper forms that need to be scanned or uploaded to your system. With an online form, they can provide all the data directly from a desktop or mobile phone.

Even better, this template is ready to use and can be quickly customised if you need it. Check out how it works!

This template has exclusive benefits that physical paper cannot provide. Check them out.

Better user experience

A physical document needs to contain many fields, since your clients can be new or established, or want to open a joint or sole account.

With Powform’s templates, you can show only the necessary fields according to your client’s profile. For example, if your client selects a joint account, new fields asking for information about the secondary account owner will appear.

Additional information can also be provided if the user says he is already an existing client and desires to change an already existing account.

All of that is possible thanks to Conditional Logic (CL), which eliminates unnecessary paperwork and makes the form easier to fill.

Fully customisable

This template is ready to use, but you can use Powform’s form builder to add more fields or change the information. For example, you can insert in the form what are the requirements for opening an account, informing your users immediately about these conditions.

More credibility

The more credibility your business has, the more your clients will feel confident in providing their personal and financial information.

When your template is ready to be exported into a Web App, you can add your logo, brand’s color and a background, which will appear at the top of your form. By inserting your brand’s visual identity, your clients are sure they are filling out a legit form, eliminating the fear of scams.

Easy contact with your client

Prepare SMS and email templates for your clients if an account is being opened, if they don’t meet the requirements, if their documents are not accepted, etc. Thanks to Powform’s In App Messaging feature, you can see how easily you can create these templates and send messages.

File uploading

Your clients don’t need to mail their documents. In this template we instruct clients to upload a photo ID and address proof. But you can quickly edit the message and request additional documents. This can be done directly through their phones, boosting their experience with your bank.

Exceedingly easy, fast and simple to use. Our process is as simple as 2 clicks: import this into your profile and export it as a dedicated Web App for your customers.