While the basic use case for FormXtract is to extract data off of forms, there are a variety of situations where FormXtract can help customers streamline their business further. Below are several use cases to consider.

Use Cases for Forms Data Extraction

When your firm relies on static forms and applications, especially those that are traditionally printed or must retain their paper-based layout for legal reasons, then FormXtract can help to process business faster. There are countless reasons forms are used - from sales processes, work orders, internal requests, government forms and more.

Revenue Generating Transactions

• New Account Opening

• Business Transactions

• Purchases and Sales

Client Onboarding

• Gathering Client Data

• Moving Client Data Into CRMs

• Prefilling Forms

Service Requests

• Account Changes

• Requests for Service

• Account Transfers and Closures

Third-Party Documents

• E-Signed Documents

• Form Package Attachments

• Documents Shared by Third Parties

• US Government Forms

Document Processing Backlogs

• Document Process Backlogs

• Legacy Document Processing

Document Spikes

• Acquisitions and Mergers

• Onboarding Large Numbers

• Advisor Transitions

Internal Documents

• HR Documents

• Trade Reporting

• Compliance Forms