Customer onboarding and lending origination Transformd
Streamlined customer onboarding for financial products, services and loans.
We'll get you more clients and ensure you spend less time processing them.
Be up and running within 30 days.
Is your organisation falling behind?
Technology has rapidly evolved for lenders. If you haven't updated your application forms and processing capabilities in the last 12 months, you risk falling behind the market.
Many institutions still use PDF or traditional online application forms that take over 10 minutes to complete, resulting in a poor customer experience by today's standards and loss of leads.
Our technology accelerates and simplifies the application process, captures critical data faster, and significantly boosts lead volume, lead quality, conversion rates, and security. Put simply, Transformd will supercharge your customer onboarding and lending origination.
Boost your Customer Onboarding and Loan Applicaitons
With our platform, you’ll experience increased loan volumes, faster processing speeds, and improved security.
Speed to Market
Get up and running in less than a month. Unlike other solutions we can work with the ecosystem you have today.
Write More Business
Get more applications and then quickly and accurately process them without the need for additional staff.
Enhanced Security
Rest assured that best-practice, bank-grade information security and governance are in-built.
Integrated with all tools you already know and love
Designed for team collaboration
Product & Marketing teams
Transformd empowers Product and Marketing teams to ensure every element of the data capture forms aligns perfectly with your brand identity. From voice, colors, and fonts to finer details like border radius and line height.
Moreover, teams can independently conduct A/B tests to optimise conversion rates, enhancing marketing effectiveness without needing direct IT support, thus accelerating campaign deployment and iterative improvements.
Risk & Compliance teams
For Risk and Compliance teams, Transformd offers a collaborative platform where you can directly mark up content and engage seamlessly with Product and Marketing teams.
This integrated approach ensures that all changes comply with regulatory requirements and align with corporate governance standards, enhancing oversight and reducing the risk of compliance breaches.
IT teams
Transformd streamlines the integration process for IT teams with pre-built connectors. It enables seamless embedding of advanced data capture forms with just five lines of code., requiring just five lines of code to embed sophisticated data capture forms.
For teams seeking more customisation, our SDK provides the flexibility needed to tailor solutions to your specific requirements. This simplicity reduces implementation time and allows IT personnel to focus on other critical aspects of system maintenance and enhancement.
Frequently Asked Questions
What makes Transformd different from other digital transformation platforms?
Transformd is uniquely designed to cater to the specific needs of financial institutions like credit unions and mutual banks. Our platform offers rapid deployment capabilities, extensive customisation options, and seamless integrations with critical financial services such as ID verification and credit scoring, all aimed at enhancing both staff efficiency and customer experience.
What level of customisation does Transformd offer?
Transformd offers extensive customisation capabilities that allow you to align the platform with your brand's visual and operational standards. From adjusting form elements like colors and fonts to fine-tuning workflows and data fields, you can tailor every aspect to meet your specific requirements.
Can Transformd integrate with our existing systems?
Absolutely. Transformd is designed to integrate seamlessly with a wide range of systems and platforms you already use. In addition to the we can implement custom integration as needed.
How does Transformd handle data security and compliance?
Data security and compliance are paramount at Transformd. We adhere to ISO 27001 standards and implement robust encryption practices. Our platform is built to ensure that all data handling meets the stringent regulatory requirements typical for financial institutions, giving you peace of mind regarding your data's safety and compliance.
What kind of support does Transformd offer during the migration process?
Transformd provides comprehensive support throughout the migration process. Our team of experts works closely with your IT, Product, Marketing, Risk and compliance teams to ensure a smooth transition. We offer training, troubleshooting, and continuous support post-migration to address any concerns that may arise.
How does Transformd enhance the decision-making process for loans and other services?
Transformd features a central information hub that aggregates all decision points, making it easier for staff to prioritise and make informed decisions quickly. Our queues system helps streamline operations, reduce decision-making time, and improve overall service delivery efficiency.
