Financial Institutions

Banks and Financial Institutions have enormous exposure and legal liability when it comes to handling client’s confidential information.

 
eSurvey understands that challenges facing this industry and has a variety of flexible client data capture solutions to keep our customers compliant with the law, such as :

• Client credit & loan application with remote scanning of supporting documents
• On site customer surveys to inquiry reactions and attitudes towards customer service and marketing campaigns.
• Investment profile forms
• Cash and consolidation forms
• Advisor contact form

eSurvey also provides operational and managerial forms for branch offices that can deploy alerts and workflow actions, such as :

• Branch marketing materials request
• Emergency procedures check list
• Incident reports
• Branch assessment form
• Downtime alternative events form

 Identify significant trends and intelligently innovate with advanced insight and information.