La Nacional digitized their Money Transfer Applications, allowing them to accelerate the completion of applications from customers anywhere

Challenge: La Nacional could not support their rapid growth as a company while relying on manual data capture and processing of handwritten paper forms. Money Transfer Applications were often submitted incomplete, inaccurate, or illegible, requiring time spent acquiring and updating critical application information before the document could be processed. Due to the manual nature of the document, applications would take one to two weeks to be completed, hindering efficiency.

Solution: La Nacional used GoFormz to digitize their lengthy Money Transfer Applications, allowing sales representatives to enter a business’ information and auto-populating that data across corresponding fields throughout the Money Transfer Application. Signatures can now be captured electronically and data errors can be rapidly resolved without a sales representative needing to revisit the customer’s location. Once completed, Money Transfer Applications can be automatically stored within corresponding Google Drive folders. These digital improvements have significantly accelerated the application process, which now takes only two days to complete.

Results: 

• Applications can now be completed in two days, rather than weeks

• Fewer data entry errors and more legible, professional documentation

• Completed forms can be instantly uploaded to Google Drive

• Applicant signatures can be captured electronically

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