CDP Blog | Digital Transformation Insights

5 min read

Secure ACH Form Template Examples & Best Practices

By Nirav Doshi on Sep 10, 2024 9:30:00 AM

An ACH form is a brief but essential document that authorizes banks, individuals, and businesses to move funds from one bank account to another through the ACH network. However, juggling piles of ACH forms and other physical documents can quickly spread your team too thin. Below, we’ll cover how you can start using CDP’s secure ACH form templates, what to consider as you switch to digital documents, and how we can help you build a workflow that makes sense for your needs.

Topics: Security Digital Transformation esign Laserfiche Webforms Banking & Credit Unions Compliance Operations Customer Experience

3 min read

Loan Application Template: Best Practices & Tips

By Nirav Doshi on Jul 11, 2024 4:15:50 PM

Whether it’s for a home, a car, or a personal loan, a loan application form has an incredibly important job: to capture all the information financial institutions need to know to protect their assets. Managing application forms and other documentation is part of everyday life for many bank and financial workers – but what if there was a way to cut down on the amount of time you spend creating and filing paperwork? With a digital loan application template from CDP, there can be!

Topics: Security Digital Transformation esign Laserfiche Webforms Banking & Credit Unions Compliance Operations Customer Experience