FINANCIAL SERVICES

Streamline multi-step processes like client onboarding, credit approvals, and loan applications. Fai builds intelligent, compliant workflows in seconds – routing data, capturing e-signatures, and keeping your team aligned while reducing turnaround times.

Protect sensitive client data with encryption, secure storage, and role-based access. Atlas is SOC2 certified and GLBA compliant, with built-in guidance from Fai to ensure all workflows meet regulatory standards, including KYC, PCI DSS, and data residency requirements.

Integrate seamlessly with Salesforce, Wealthbox, Zoho, or other core systems. Prefill forms, automate data syncing, and reduce manual entry errors, so information flows securely and efficiently across your tech stack.

Deliver smooth, mobile-friendly, and branded interactions. Conditional logic, prefilled fields, and real-time guidance help clients complete forms accurately and securely, while maintaining trust and improving engagement.

Automate the loan process – from application submission to multi-step approvals and document collection. Capture e-signatures and route data securely, reducing manual work and turnaround times.

Securely collect and validate client identity and financial documents. Integrated, encrypted workflows reduce risk and ensure compliance with regulatory requirements.

Streamline claims with automated approvals, document collection, and e-signature capture. Keep processes consistent, compliant, and trackable across your organization.

Facilitate secure contract creation, routing, and execution. Generate legally binding agreements with e-signatures, while maintaining visibility and audit trails for compliance.

Simplify client onboarding with prefilled forms, automated workflows, and conditional logic. Reduce errors, improve client experience, and maintain full regulatory compliance.

Gather inquiries, requests, or feedback with connected forms. Data flows directly into your CRM, keeping client communications organized and actionable.