Digitize your banking and financial services in days

Work smarter and transform your manual processes into digital experiences your customers will love.
EasySend platform example of a banking process of a digital loan application

Built for banking and financial enterprises

Go to market faster

Deliver better customer experiences

Stand out from the competition

Speed up the sales cycle & boost ROI

Stop pushing paper  & reduce friction

Experiences you can bank on

EasySend’s no-code platform makes it simple and fast for your customers to apply for a loan, make a request, open an account, and transfer money online. When you turn all your manual processes into engaging digital journeys, you can optimize every step of the way.
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Consider

EasySend platform example of an online checking account openingEasySend platform example of an online process of a checking account opening

Evaluate

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Purchase

EasySend platform example of an online saving account opening processEasySend platform example of saving account opening form

Use

EasySend platform example of an online direct deposit authorization process EasySend platform example of an online direct deposit authorization process

Purchase again

EasySend platform example of an online small business fund applicationEasySend platform example of an online small business fund application

Embrace the digital age with EasySend

Create journeys and automate data collection
Create any digital journey from scratch or a PDF. Connect to a database and collect data and documents in minutes.
Create a branded experience on any device
Start with a custom theme that matches your brand and launch digital journeys your customers can complete from anywhere.
Get a custom-fit platform
Customize EasySend to fit your business needs, workflow, and database. Update at any time.
Create a secure workflow
Add steps to your workflow and assign custom roles and permissions for a safe and secure experience.
Get legally-binding forms signed and sent
Make it simple to review, sign, and send any legally-binding document like a loan or contract with EasySign.
Connect in real-time
Guide customers along the way with Co-Browsing so you can answer questions in real-time and build better, stronger brand loyalty.
Keep the journey moving
Kickstart each digital journey with a text or email. Set up auto-reminders to help customers finish the process and receive the final forms.
Make smart decisions
Get an overview of how all your journeys are performing and optimize based on real data — no IT resources needed.
Schedule custom reports
See how many journeys were sent, opened and completed on a daily, weekly, monthly, or annually basis.

We take security seriously

We’re committed to keeping your data secure with enterprise-grade security standards. Our platform and electronic signature tool are compliant with the highest international standards, including GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA compliance.
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Banking and financial digital journeys,
ready when you are

Bring your enterprise up to speed, so you increase
your revenue and cut costs.
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Get the latest industry advice

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