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Bank Authorization (ACH)

Industry:
Banking & finance
Category:
Applications
Features:

Pre-filled data integration, Conditions, EasySign, Themes &
Co-Browsing

Benefits:

Increase revenue & shorten the sales cycle

Bank Authorization (ACH)

Simplify the ACH money transfer process. When payments are easy, customers are happy. For banking and financial enterprises.

  • Live in days
  • Faster response time
  • Better customer experience

A better experience for everyone

For your bank
Create a digital ACH authorization process that tells your customers exactly what they need to do. Just text or email the link so they can sign from any device. If needed, support in real-time with our Co-Browsing solution. You’ll speed up the process, and streamline data intake.
For your customers
Walk your customers through a seamless ACH process that can be completed on any device. By allowing customers to sign digitally or receive real-time support, you’ll relieve stress and be there when customers need you most.
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Create one seamless workflow

  1. Send a personalized link via SMS or email.
  2. Customer signs from any device.
  3. Data is integrated with zero back and forth.
  4. Proof of payment is sent to all parties.

What’s inside?

Every digital process comes with a full suite of features and solutions built-in to make customer data intake easy.

  • Drag and drop 
  • White label branding
  • Secure and automated workflow 
  • Image and file upload
  • Custom conditions and validations
  • Auto-complete
  • Easy link sharing
  • PDF Generator
  • EasySign
  • Bank integrations
  • Co-Browsing
  • Journey Tracker
  • Analytics Dashboard

Digital journeys, ready when you are

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