엔터프라이즈
영업팀에 문의하기 무료회원가입
금융 서비스

The easiest way to collect and manage financial data

Jform 엔터프라이즈는 직관적이고 상호 연결된 노코드 솔루션의 강력한 플랫폼으로 전 세계 금융 서비스 회사들의 신뢰를 받고 있습니다. 한 곳에서 신속하게 양식을 작성하거나, 고객 기반을 분석하고, 예산을 관리하며, 전자 서명을 수집하고 종단간 작업흐름을 간소화하세요.

영업팀에 문의하기
Financial Services

Leading organizations around the world trust Jform Enterprise.

Raymond James
TCW
LPL Financial

Statistics

80%

of consumers value the customer experience as much as they do an organization’s products and services

(Source: Salesforce)

90%

reduction in costs can be achieved by digitizing information-intensive processes

(Source: McKinsey)

74%

of employees who have used automation technologies said these technologies helped them do their job better

(Source: Gartner)

Create smarter forms

Seamlessly collect leads with secure, powerful forms. Leverage conditional logic and third-party integrations to maximize lead generation, data intake, and organization.

Manage clients

화이트 라벨링으로 고객 접점을 높이고 실시간 보고로 시장 업데이트를 자동화하세요. Jform 테이블을 내부 CRM으로 사용하여 클라이언트 정보를 저장, 구성 및 추적하세요.

Collect e-signatures

Ditch paper forms and go digital. Simplify your workflow and create a frictionless experience for clients with online documents that can be signed on any device.

Accept online payments

Choose from dozens of payment processor integrations, including Square, Stripe, and Authorize.net.

Streamline invoicing

Pull data from contracts to create custom invoice forms in our PDF Editor or form builder. Customize a template from our library, or build your own from scratch.

Automate approvals

Streamline services and client requests with automated approval workflows. Save time processing change requests, invoices, and more.

Enhance security

We offer local data residency, SSO integration, PCI DSS Service Provider Level 1 compliance, 256-bit SSL connection, and encrypted forms. Compliance solutions are available for HIPAA, GDPR, CCPA, SOC 2, and more.

Admin-level controls

회사에서 활동을 추적하고 관리하기 위한 포괄적인 관리 콘솔로 투명성과 가시성을 극대화하세요. Jform 팀으로 직원을 구성하고 역할 기반의 액세스를 할당하세요.

Financial Services Form Templates

영감이 필요하나요? 사전 제작된 템플릿을 선택하고 Jform의 드래그 방식 노코드 양식 빌더로 맞춤 설정하세요. 창의적인 느낌이 드나요? 저희의 사용자 친화적인 플랫폼은 누구나 몇 분 안에 양식을 만들 수 있게 합니다.

Loan Application Form
대출 신청 양식
Loan Application Form
Work Request Form
Work Request Form
Work Request Form
Account Opening Form

귀하의 팀 또는 관리자와 이 혜택들을 공유하길 원하십니까?

Download Summary Document

회사가 Jform 엔터프라이즈를 어떻게 사용하는지 알아보세요

  • The shared workspaces of Jform Teams removes a huge maintenance burden for us and gives us a whole new way to create, maintain, and organize our clients forms and data.

    Jessica Wessel

    Product Lead

    Grant Street Group

  • The simple user interface combined with a wide range of thoughtful features enabled us to meet the needs of our clients quickly, efficiently, and effectively.

    David Kinzler

    Chief Executive Officer

    One to One Health

  • We have several integrations with Jform Enterprise that support both internal and end-client processes.

    Darren Lee

    SMS Solutions Architect

    Sterling Administration