Forget forms. Create digital customer journeys.
See how

The EasySend Blog

Read our latest discoveries on digital transformation and building excellent customer experiences.
Blog
May 9, 2025

Why forms are failing your digital strategy

4 minutes
Blog
November 23, 2025

7 customer data types in insurance (with tips for collecting data)

7 minutes
7 customer data types in insurance (with tips for collecting data) | EasySend blog
Blog
December 1, 2025

Top 16 digital transformation trends in insurance in 2025

12 minutes
Top 16 digital transformation trends in insurance in 2024 | EasySend blog
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Blog
October 16, 2025

EasySend vs Formstack for loan origination workflows

2 minutes
EasySend
Blog
October 16, 2025

Loan origination systems vs. digital journeys: How AI workflows bridge the gap between lenders and borrowers

5 minutes
Banking and Financial Services
Blog
October 14, 2025

Why borrowers abandon loan applications (and how to solve it with digital journeys)

6 minutes
Banking and Financial Services
Blog
October 10, 2025

Step-by-step: Designing a digital journey for loan document intake

5 minutes
Banking and Financial Services
Blog
October 8, 2025

How do I automate document collection for loan applications?

6 minutes
Banking and Financial Services
Blog
October 2, 2025

The best way to gather pay stubs, tax returns, and IDs for loan origination

5 minutes
Banking and Financial Services
Blog
September 17, 2025

Complete guide to KYC data intake workflows in 2025

10 minutes
No items found.
Blog
September 17, 2025

Beyond manual processes: Why financial institutions need dynamic journeys for KYC

5 minutes
Banking and Financial Services
Blog
September 16, 2025

Explore how digital KYC in 2025 enables instant uploads, prefill from trusted sources, and fewer drop-offs through AI-powered, multi-step workflows.

5 minutes
Banking and Financial Services
Blog
September 15, 2025

Best tools for KYC document intake in banking & fintech

4 minutes
Banking and Financial Services
Blog
September 10, 2025

Form builders vs. workflow platforms for customer document collection

6 minutes
Insurance
Blog
September 9, 2025

How do I use AI to build multi-step customer forms?

6 minutes
Customer Journey
Blog
September 7, 2025

5 common pitfalls in financial KYC/AML compliance (and how to avoid them)

6 minutes
Insurance
Blog
September 4, 2025

Step-by-step: Creating a digital FNOL intake process with uploads and validation

5 min
Insurance
Blog
September 3, 2025

EasySend vs Feathery for Customer Data Intake

2 mintues
Form builders
Blog
August 12, 2025

Dynamic forms for KYC, AML, and beyond: How financial services are going digital

Banking and Financial Services
Blog
August 11, 2025

Best way to automate investor onboarding in hedge funds and wealth firms

5 minutes
Banking and Financial Services
Digital Onboarding
Blog
August 5, 2025

Parallel, serial, or together? Choosing the right eSignature flow for your process

5 minutes
eSignature
Blog
July 28, 2025

Top 5 use cases for no-code workflow builders in regulated industries

5 minutes
No-Code
Blog
July 21, 2025

EasySend vs. FormAssembly: A deep dive into enterprise-grade form builders

5 minutes
Form builders
Blog
July 14, 2025

Top 5 form builders for Salesforce integration in insurance 

5 minutes
Insurance
No items found

Book a demo today

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

Let’s create a digital journey together

Want to learn more?
Let's talk

Book a demo today

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