Mobile Data Collection Solutions for Investment Services
Device agnostic, Mi-Forms fits any situation and scenario so your firm can actually elevate service via an e-Form.
With all of the information investment firms collect, and the need to meet complex regulatory compliance procedures, many firms are searching for ways to improve the efficiency of their data collection workflows. Mi-Forms software gives your employees the power to verify and integrate data as it’s collected. Unlike other data workflow solutions, Mi-Forms software is not hardware platform specific. Whether your users need to collect data in the field with a standard tablet, ruggedized Tablet PC, a digital pen, or another handheld device, Mi-Forms can facilitate the process.
Mi-Forms data collection and workflow automation benefits include:
- Secure e-forms with full audit trail support.
- Use Mi-Forms for online and offline data collection.
- Easy-to-use forms increase adoption of field employees.
- Integration with your current databases and systems.
- Hardware agnostic, Mi-Forms works with tablets, PCs, pens and more.
Mi-Forms Features for Investment Services
“With a validated and signed document at completion of sale, we are seeing customers achieve significantly improved closure rates and substantial reductions in the number of accounts requiring post sales processing. This results in significant revenue and cost saving benefits for our customers.” Chris Doyle, CEO of eForms Solutions
