Digitize your banking and financial services in days

Work smarter and evolve your forms into easy 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

Streamline customer data intake

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 forms into easy digital experiences, you can optimize every step of the way.

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Search processes

Consider

EasySend platform example of an online checking account opening

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

Evaluate

Easysend platform example of debit card application form

EasySend platform example of an online debit card application journey

Purchase

EasySend platform example of an online saving account opening process

EasySend platform example of saving account opening form

Use

EasySend platform example of an online direct deposit authorization process

Purchase again

EasySend platform example of an online small business fund application

Make customer data intake easy

Create experiences and streamline data intake

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

Be mobile-friendly

Start with a custom theme that matches your brand and launch digital processes 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.

Automate your workflow

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

Speed up the sales cycle

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 answer questions in real-time and build stronger brand loyalty.

Keep the journey moving

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

Make smart decisions

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

Schedule custom reports

See how many processes 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