Digitize your banking and financial services in days

Work smarter and transform your manual processes into digital experiences your customers will love.

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EasySend platform example of a banking process of a digital loan application

Built for banking and financial enterprises

Go to market faster

Deliver better customer experiences

Stand out from the competition

Speed up the sales cycle & boost ROI

Stop pushing paper & reduce friction

Experiences you can bank on

EasySend’s no-code platform makes it simple and fast for your customers to apply for a loan, make a request, open an account, and transfer money online. When you turn all your manual processes into engaging digital journeys, you can optimize every step of the way.

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Search manual processes

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EasySend platform example of an online checking account opening

EasySend platform example of an online process of a checking account opening

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Easysend platform example of debit card application form

EasySend platform example of an online debit card application journey

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EasySend platform example of an online saving account opening process

EasySend platform example of saving account opening form

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EasySend platform example of an online direct deposit authorization process

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EasySend platform example of an online small business fund application

Embrace the digital age with EasySend

Create journeys and automate data collection

Create any digital journey from scratch or a PDF. Connect to a database and collect data and documents in minutes.

Create a branded experience on any device

Start with a custom theme that matches your brand and launch digital journeys your customers can complete from anywhere.

Get a custom-fit platform

Customize EasySend to fit your business needs, workflow, and database. Update at any time.

Create a secure workflow

Add steps to your workflow and assign custom roles and permissions for a safe and secure experience.

Get legally-binding forms signed and sent

Make it simple to review, sign, and send any legally-binding document like a loan or contract with EasySign.

Connect in real-time

Guide customers along the way with Co-Browsing so you can answer questions in real-time and build better, stronger brand loyalty.

Keep the journey moving

Kickstart each digital journey with a text or email. Set up auto-reminders to help customers finish the process and receive the final forms.

Make smart decisions

Get an overview of how all your journeys are performing and optimize based on real data — no IT resources needed.

Schedule custom reports

See how many journeys were sent, opened and completed daily, weekly, monthly, or annually.

We take security seriously

We’re committed to keeping your data secure with enterprise-grade security standards. Our platform and electronic signature tool are compliant with the highest international standards, including GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA compliance.

Learn more about security