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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
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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
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
Blog
July 1, 2025

Bridging the gap between core systems and your customers: why you need a dynamic interaction layer

Customer experience
Blog
June 5, 2025

Self-service expectations are changing—is your business ready?

5 minutes
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Blog
May 12, 2025

From static forms to digital journeys: rethinking customer data collection in 2025

5 minutes
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Blog
March 3, 2025

2024 year in review: how digital customer interactions evolved and what to expect in 2025

5 minutes
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Blog
February 26, 2025

Scaling eSignature solutions for large enterprises: key challenges and best practices

5 minutes
eSignature
Blog
February 21, 2025

Breaking the complexity barrier: how dynamic documents are changing data collection

5 minutes
Customer data collection
Blog
February 12, 2025

2025 and beyond: emerging trends in customer experience for insurers

4 minutes
Customer experience
Insurance
Blog
February 5, 2025

2025 and beyond: emerging trends in customer experience for financial services

5 minutes
Banking and Financial Services
Customer experience
Blog
January 28, 2025

From legacy systems to digital integration: a roadmap for financial services

5 minutes
Banking and Financial Services
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See how you can create, manage, and track dynamic digital journeys connected to your business software.