Docucorp releases e-forms software for financial services firms

Docucorp releases e-forms software for financial services firms

Dallas-based Docucorp International has released e-forms, a document management system that enables financial services firms to produce and process internal and customer-facing forms.

The product enables firms to establish electronic workflows for the creation, filling, routing and distribution of forms.

By utilising Docucorp's e-forms software, companies can speed up form preparation with data pre-fill and archived content, while electronic routing and escalation - both locally and between branches - reduces processing time.

In additon, customers can complete forms online. Completed forms can be stored without the need for scanning, while automatic data validation reduces errors and review time.

William Barry, senior vice president, sales and marketing, Docucorp, says the software enables banks to maximise customer-facing processes, such as new account setup, at the same time as improving internal form processes - from human resources to accounting.

"As a result, e-forms can help banks reduce inventory costs, shorten cycle times and enable customer self-service," adds Barry.

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