Getting the most out of web forms

Automations are at the top of many FIs wish list, so we're dedicating this month's The More You Know to them! 

Whether you're new to web forms or trying to level up your skills with the tool, Tim and JB will walk you through best practices and popular use cases. 

Access this month's recording to learn:

• How to replace legacy paper processes with automated workflows 
• Best practices for meeting your clients where and when they want (aka not requiring them to come to the branch for every transaction) 
• How to set up web forms for processes like address change requests, skip a pay requests, or even requesting documents from clients.