Configurable Forms is a stand-alone module that allows for quick preparation of new credit application (or any other) using our no-code solution by the bank without the need for any technical knowledge from your employees. It is a drag-and-drop tool including a set of useful components, such as:
Present new forms to your customers in either in dedicated area before logging in, or directly in COP after logging in. You can choose specifically where the new form should be visible to customers, e.g. in dashboard or products section. Modify any created form later when some adaptations are needed, add new fields and more options.
Your bank’s employees can prepare multiple forms and organize them into marketing campaigns. They can decide where it will be presented in the Open Platform, for which customers, where it will start or end.
Start a successful marketing campaign using newly created, then collect and quickly respond to all incoming requests. Task Management module empowers your users to overview and complete multiple requests. It allows to divide them between different bank users, add comments or attachments. All what is necessary to efficiently deliver products and responses to customers.
