KYC Form Template

Apart from the features mentioned above, SurveySparrow has more that makes collecting KYC details from your customer super-easy! This online KYC form template can be used at different types of touchpoints, and you can offer your customers multiple options to submit KYC. You can also customize this into employee kyc form using our builder.

QR Code

Generate a unique QR code using our QR code generator for your KYC form. You can save a digital copy of this QR code or take a print of it. Display the QR code on your website, or in your bank branches and your customers can easily scan it on their smartphone to submit KYC details. No more long queues. Better customer satisfaction. And, your staff can work on other priority tasks.

KYC Chatbot

Customize this template into a chatbot and embed it on your website or mobile banking app right away! Converse with your customers and collect their KYC details just like a human executive would do. You can also share this link to the chat in your email.

Photo Capture

If your customers think that it is too much of a hassle to upload their digital picture considering the size limits, make it easier for them with our photo capture question. They can instantly take a picture through their selfie camera or laptop camera.

Skip/Display Logic

Ask for the right KYC details using skip or display logic through this online KYC form template. Add the feature to your KYC form and ask only for details related to the customer. This makes the form concise, skipping unnecessary questions. For example, you can ask the details of their spouse only after they select that they are married.

Offline KYC Form

Install this KYC form on a kiosk in your bank, and begin a smooth walk-in KYC facility. This feature can be used even in the remotest place with no connectivity. Install it on a tablet for your KYC executive and make it easier for them to collect KYC at the doorstep!