Collect the ID and address proofs from customers anywhere. A simple drag and drop will upload the file. No hassles!
Make it accessible for your customers by embedding it on your website without any coding. Just copy-paste the code that's automatically created. And, you're done!
You can translate your Know Your Customer forms in over 50 languages. Create one base form, translate easily, and use it for all the translation. Customers can choose theirs and fill the KYC details.
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. Let us have a look at more features of this KYC form template.
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.
Transform this online KYC form 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.
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.
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.
Install this KYC form template 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 and it works exactly the same as an online KYC form. Install it on a tablet for your KYC executive and make it easier for them to collect kyc at the doorstep!
A stack of forms with important data can be intimidating. Well, not quite so if you’ve got an online KYC Form Template that captures and securely stores your clients' data. Browse around for more such form templates, right here!
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