Bank, Finance & Insurance

Real digitization!

Thanks to Sweet for Finance – banks, financial services, and insurance companies can minimize administrative costs while ensuring that all the processes and regulations are applied effectively. Our digital forms will be automatically directed within your processes. Sweet professional digital forms will help you to achieve a world-class customer experience.  

Handling documents in the form of a hard copy should become a memory. And shouldn’t the business itself be able to own, manage and change its own processes? Our solutions for digital forms together with a powerful automation engine solve these problems and at the same time reduce the dependence on your IT department.

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Significantly reduced lead times and administration of cases where forms are currently involved

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Fully automated processes with signing, including multi signing

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Validation of correctly filled data

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Proper routing of processes based on data in the form but also based on other known data from internal or external sources

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Do it your self-design and admin of digital forms and processes

Digital forms

Applications, agreements or other documents are often based on old school paper copies which require an enormous amount of manual work. PDF forms or static web forms are a much better solution than paper copies, however, they do not meet expectations of the current digital era. Creating new documents or changing the existing ones is often associated with long lead times. With the help of Sweet Forms, the company administers the forms themselves. The forms are more user-friendly, smart and dynamic.

A lot of information already exists in other systems or with external information providers and therefore customer saves time by not filling in certain information. This information can be populated directly in the form. The new content can then update other systems.

Digital signing

Digital forms enable digital signing. Let the customer sign with Bank ID or other e-signing methods and let an employee attest the documents previously signed by the customer.

Sweet and Scrive have together developed a seamless integration for secure signatures and simplicity for the customer.

Automation

Administration of customer data and management of customer engagement is often very demanding and handled manually.

Sweet Automation helps you to replace the manual work with automated processes, from data collection and communication to updating in the business systems. The company does not have to lose any precious resources for simple tasks, like for example typing in data. The employees can focus on helping customers with more challenging issues. Time and resources are saved and the right procedures are followed.

Processes and routines need to be constantly adjusted and optimized. This is done directly by the operations of Sweet’s visual BPA tool.

Why Sweet?

Sweet is the company that always treats the customer process as a starting point. We believe that the collaboration between sales, marketing, support, and back-office should be integrated. This collaboration should result in more effective work and an increasing number of satisfied customers. We deliver solutions that make every workday easier for you and your customers. We are a supplier that will help you to grow and who will support you throughout your journey. Because it never ends.

Read more about digital forms

What really happens with all digital applications?

What really happens with all digital applications?

 When you fill in your information online, in a form or in any other type of survey, you may think that everything happens automatically. But the truth is that often a lot of manual work is required in order to administer a digital application. So how can you make...

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What can I use digital forms for?

What can I use digital forms for?

The answer to this question is simple - for everything. Digital forms can replace all paper such as applications, surveys and many others. You can use digital forms in any industry and for any purpose. It is simply you and your organization that set the framework for...

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