EasySend for Financial Services

Streamline onboarding, account opening, and loan applications with digital experiences that simplify financial services and enhance customer support.
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Why financial organizations trust EasySend

Go to market faster

Deliver better customer experiences

Streamline customer data intake

Speed up 
the sales cycle 
& boost ROI

Our suite of
digital products

With our no-code products—Journeys, DynamicDoc, and EasySign—you can transform static forms into seamless digital experiences that accelerate service, simplify data intake, and capture eSignatures effortlessly.
Journeys

Create secure digital journeys

Turn onboarding, account opening, and loan applications into dynamic, easy and secure digital journeys that connect to your CRM and financial services software.
DynamicDoc

Generate and manage personalized documents

Process and pre-fill onboarding documents and loan or credit applications with a single, adaptable template in Word.
EasySign

Capture eSignatures and accelerate approvals

Collect customer signatures, consent, and authorizations hassle-free. Track document status and drive progress with friendly, automated email reminders.
Workflow Manager

Map patient touchpoints

Plan, manage, and connect all your patient interactions in one place.
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Analytics

Optimize patient journeys

Track how your health journeys perform so you can optimize results.
Learn more

Experiences you can bank on

EasySend integrates with your CRM, CBS and financial software to help you easily intake customer data, pre-fill journeys, and optimize account management and service delivery.
Checking Account Opening
Small Business Fund Application
Debit Card Application
ID Verification (KYC)
Savings Account Opening
E-Signature Collection
Direct Deposit Authorization
Mortgage Loan Intake

Enhance your Salesforce workflow

Launch personalized journeys with EasySend, track progress, and sync customer data from any channel to your Salesforce CRM.
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Salesforce and Easysend integration

Enterprise features made for financial services

Roles & Permissions

Define roles and control data access across your financial organization.

Multichannel &
multilingual

Engage customers in their native language, across every channel.

Co-Browsing

Walk customers through every step with real-time screen sharing.

Custom branding

Deliver experiences that feel on-brand at every touchpoint.

Responsive

Launch digital experiences your customers can complete from anywhere.

Formulas & calculations

Easily compute mortgage rates and monthly returns within your journeys.

Connect your core business software

EasySend integrates with your CRM, ERP, and banking and financial software to help you easily intake customer data, pre-fill journeys, and improve customer service.
See integrations
Eyal Ben-Haim
COO at Bank Leumi
“In a very short time, we had a digital journey on our website. The loan deferral application process, which used to take a lot of time and manpower, could now be completed in just minutes.”

Deliver faster, seamless financial services

Offer easy 

digital banking

From onboarding to applications—digitize every step of the banking digital journey.

Banking digital journeys:

Online Account Opening   |   Customer Onboarding & KYC Verification   |   Digital Loan Applications   |   Bill Payments & Fund Transfers   |   Credit Card Applications

Simplify corporate
banking workflows

Digitize complex banking workflows for faster underwriting, approvals, and service delivery.

Banking digital journeys:

Business Account Onboarding   |   Loan Origination and Underwriting   |    Treasury and Cash Management   |   Document Submission and e-Signature Collection   |   Risk Assessment & Credit Review

Bring lending & credit
services up to speed

Deliver faster credit decisions and simplified borrowing with end-to-end digital processes.

Financial services digital journeys:

Loan Application   |   Document Upload and Verification   |   Loan Agreement eSignatures   |   Disbursement Tracking

Secure and compliant by design

We’re committed to protecting 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 Type II, ISO 27001, PCI DSS, and HIPAA compliance.

Learn more about security

Book a demo today

See how you can create, manage, and track dynamic digital journeys connected to your business software.