Financial services document workflows
Account forms, disclosures, and agreements — filled from your systems and cryptographically signed.
Get started freeThe problem today
- Client data is re-entered across account-opening and disclosure forms.
- Manual processes make it hard to prove a complete, tamper-evident record.
- Template-heavy e-sign tools slow down every new document variant.
How AppliFlo solves it
- Field auto-detection handles any form without per-document template work.
- Auto-fill populates client details from your connected data source.
- PAdES signing produces a tamper-evident record with a full audit trail.
In practice
A relationship manager uploads an account-opening packet. Client details fill automatically, the client signs with cryptographic PAdES signatures, and the firm keeps a verifiable, time-stamped record of the whole ceremony.