Digital Forms

Smart, Digital and Optimised Forms

Stop requiring customers to fill out clunky PDFs, use responsive eForms and effortlessly increase completion rates.

Change your methods & better your results

Paper forms are a thing of the past. Your customers expect digital forms that are easy to complete on any device, intuitive, and simple to use. Old methods not only increase costs, they slow down your workflow and customer journeys.

A configured, integrated digital form is the best way to ensure you boost efficiencies and speed up processes.

Making digital the first option

Our platform transforms the fields in your existing paper forms into smart forms, that enable your customers to start and finish their interactions. Customers can share required information at speed with auto-fill functionality and effortlessly submit it directly to you.

Features & benefits of Digital Forms

Easy to complete

Shorter, optimised digital forms allow for progressive profiling and give your customers a more personalised experience completing them.

Integrates with your systems

You can easily push information gathered from digital forms directly to your CRM or agent tools allowing for complete view of the customer.

Remove human error

An automated customer journey using digital forms ensures the right form is initiated and completed by customers delivering the correct information required.

How Digital Forms can fit into your customer journey

Below is a quick demonstration showing how other organisations utilise our platform to implement digital forms into their ideal customer journey. Initiated during a call or via a self-serve journey, digital forms increase efficiencies, reduce costs and speed up customer interactions.

Digital Forms can enhance a range of customer journeys

View the below customer journeys to see of the ways you can utilise Digital Forms

Bereavement & Estates

Giving a helping hand at a challenging time.

Mandate Management

Provide a superior service while remaining compliant


Make it easy for customers to engage


Improve old processes and customer experience

If you have another journey you would like to streamline then please get in touch as we have developed more than we have here and we are always building more.

Delivering substantial uplift to all your KPIs

25% uplift in conversions

The longer a journey, the more likely a customer is to drop off of a purchase.

By streamlining journeys so that they can be completed often in just one single interaction, our solutions remove the breaks in which customers drop off. The result?

A surge in conversion rates for your business.

75% reduction in overheads 

Inefficiencies caused by mail, document processing and lengthy handling times mean operating costs for businesses are inflated.

By digitising these typical breakpoints or eliminating the need for them entirely, we help our clients to boost efficiency, enabling them to offer maximum value to their customers at the lowest possible cost.

100% compliance, guaranteed

Traditionally, compliance procedures have been susceptible to staff error. Moreover, physically storing customer documents can be both costly and inconvenient.

Our solutions ensure compliance by creating automated workflows that eliminate the potential for mistakes. By collecting electronic signatures and exchanging documentation digitally, there is no need to listen back to calls to check compliance delivery. That means completing paperwork becomes a thing of the past.

90% reduction in transaction times

Lengthy transaction times, both on a journey and individual touchpoint level, benefit no one. Efficiency suffers and frustrated customers drop out in favour of a competitor who can deliver the product or service quicker.

Our solutions reduce transaction times by giving staff the digital tools that enable them to meet the customer need there and then, improving first contact resolution so complex journeys no longer need to span multiple steps and channels.

90+ NPS

Customers are no longer willing to settle for second rate experiences, and organisations that don’t put the customer at the heart of their journey will cause friction and frustration.

By streamlining the sticking points in journeys so they become effortless and flow seamlessly, our clients benefit from happier customers and better brand advocacy over time.

Optimised across every device

Enabling you to provide a streamlined, omni-channel customer journey across any device of their choosing.

Want to see it for yourself?

Ready to get started?

Find out more about Vizolution and our capabilities

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