Name: X-CELERATE eForms
Author: Xoriant

Digital Adoption

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Collaboration

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Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Engagement

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bug Bounty

C/C++ Integrated Development Environments

Cloud Storage

Data Recovery Service

Database Management

Enterprise Architecture Management

Fraud Detection

Hadoop-Related

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Identity Governance and Administration

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Multichannel Retail

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Library Management

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Vertical-Specific

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X-CELERATE eForms is a solution designed to enhance the new business account opening experience. According to the vendor, this product streamlines the account opening processes with user-friendly, customizable electronic forms, aiming to provide a more efficient onboarding experience. It is said to be suitable for businesses of various sizes, including small startups and large enterprises. X-CELERATE eForms is utilized by professionals and industries such as banking, financial services, insurance, retail, and healthcare.

## Key Features

**Frictionless Corporate Account Opening**: X-CELERATE eForms aims to provide a streamlined new business account opening experience. According to the vendor, it achieves this by utilizing user-friendly, customizable electronic forms, with the goal of reducing onboarding time and costs.

**Reduce Customer Onboarding Costs**: The vendor claims that X-CELERATE eForms can help businesses reduce customer onboarding costs by digitizing the gathering of customer and account information, eliminating manual paperwork. They state that this automation reduces the need for manual data entry, potentially improving efficiency.

**Digital Forms customized to gather customer and account information at account opening stage**: X-CELERATE eForms allows businesses to create customized digital forms that gather customer and account information during the account opening stage. According to the vendor, these forms can be tailored to specific requirements, capturing all necessary data for a seamless onboarding process.

**Intuitive capabilities to view, assign, review, escalate, and approve/decline account opening applications**: X-CELERATE eForms provides intuitive capabilities for back-office personnel to manage account opening applications. The vendor claims that these capabilities enable efficient collaboration and streamline the decision-making process.

**Support for creation of customized reports**: The vendor states that X-CELERATE eForms supports the creation of customized reports, including key metrics related to cycle times, costs, audit history, and customer satisfaction. They claim that the reporting engine is robust, pre-built, and fully customizable, allowing for tailored audit and operational reports.

**Easily add more products such as lending eforms and include product-specific validations with quick time to market**: X-CELERATE eForms offers scalability by allowing the addition of more products, such as lending eforms. According to the vendor, this solution supports product-specific validations to ensure data accuracy and compliance. They also claim that it offers a quick time to market for new product additions and enhancements.

**Digitizes Account Opening forms by integrating seamlessly with your core banking systems**: X-CELERATE eForms integrates with core banking systems to digitize account opening forms. The vendor states that this integration ensures a smooth flow of data, reducing manual data entry and minimizing errors.

**Provides easy electronic document upload and verification**: According to the vendor, X-CELERATE eForms simplifies the document upload and verification process by providing easy electronic document upload capabilities. They claim that users can securely upload and verify documents, eliminating the need for physical paperwork and manual document handling.

**Enables efficient collaboration on account opening decisions by back-office personnel**: X-CELERATE eForms facilitates efficient collaboration among back-office personnel involved in account opening decisions. The vendor claims that it provides a centralized platform for stakeholders to review and discuss applications, ensuring timely and informed decision-making.

Providing a frictionless new business account opening experience is essential to inspiring customer confidence and reducing onboarding time and costs. Xoriant’s X·CELERATE eForms is an AI/ ML-based, that streamlines account opening processes with customizable electronic forms that integrate with the user's current systems.

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X-CELERATE eForms

An online survey is a questionnaire that the target audience can complete over the Internet. Online surveys are usually created as Web forms with a database to store the answers and statistical software to provide analytics.

Xoriant

Survey Format & Appearance

Features related to the type, look & feel of surveys.

Online surveys

Paper surveys

Supports the creation of paper surveys. This might be a “print” option, and should include some mechanism for entering the data into the survey system for reporting purposes.

Phone surveys

Supports the creation and/or deployment of phone surveys, including a mechanism for entering the data into the survey system for reporting purposes.

Survey templates

Includes a selection of pre-made survey templates for different types of surveys.

Survey library

Includes an organization tool, such as a library, that allows the user to save, store and re-use or update past surveys.

Themes

Includes options for the look & feel of a survey, including different colors, fonts, layouts, etc.

Custom logo/branding

Allows the user to include their company logo (rather than the survey vendor’s logo) and/or create a company template so that branding is consistent across multiple surveys.

Single page survey

Survey appears on a single continuous page, rather than requiring respondents to click through to multiple pages.

Progression bar

Survey displays a progression bar so that respondents know where they are in the survey (how much completed vs. how much left).

Responsive design

Survey is optimized for a variety of screens and devices, including mobile.

Survey Content

Features related to the content (media, question types, answer types, etc) of surveys.

Multimedia content

Users can include audio, images and videos within surveys.

Drag-and-drop editor

Users can easily rearrange survey elements, such as question blocks, by dragging them into new positions.

Changes to live survey

Users can make changes to live surveys after they are published.

Question bank

Includes a set of pre-made sample questions or question templates.

Question design help

Includes educational material about question design for research, such as tips, recommendations, and information about best practices.

Multiple question types

Supports a variety of question types, such as multiple choice, select all that apply, ratings, text responses, etc.

Matrix questions

Supports matrix or grid questions, such as “How often did you: eat breakfast? …exercise?...get 8 hrs of sleep?” where each subquestion has the same set of possible answers (e.g. Always / Often / Sometimes / Never).

Translation/multi-lingual

Survey Logic

Features related to survey flow, or the logic that directs survey question order.

Survey logic flexibility

Survey question flow can be customized with skip logic, conditional questions, question branching logic, piping logic, and/or randomization.

Response requirement/validation

Users can require that a respondent answer before moving on or submitting, and can specify the type of response (e.g. a phone number) that will be accepted.

Skip logic

Users can include rules that cause certain questions to be skipped based on a respondent’s demographic information, answer to a previous question, or response time, for example.

Conditional questions

Users can create rules for questions that are only asked to certain respondents, or only asked if particular behavioral or demographic criteria are met.

Question branching

Users can create branching question pathways, where a respondent’s answer at a given stage determines the next set of questions they will be asked.

Piping logic

Answers provided by respondents earlier in the survey can be piped into survey questions later on. For example, if Q1 asks for the respondent’s name, Q2 can ask “What did you have for breakfast, [Name]?”

Randomization

Question order and/or question set can be randomized across the respondent pool.

Survey Reporting & Analytics

Features related to reporting & analytics for survey results.

Response tracking

Individual responses are coordinated with demographic information about the respondent. This information is stored and can be used for reporting and analysis.

Data export

Data collected within the tool can be exported to another program for additional reporting/analysis.

Real-time results

Users can view results on dashboards in real-time as they come in, rather than needing to wait to run a report or take counts after the survey is closed.

Standard reports

Includes canned reports that allow users to generate and share accurate survey results.

Custom reports

Allows users to report on custom metrics, choose which metrics to include in a report, run reports with advanced segmentation and/or customize the look and feel of a report.

Visualizations

Includes reporting or dashboard tools for visualizing survey data.

Analytics

Allows users to run different types of analysis, such as statistical analysis, cross tabs, sentiment analysis, etc. within the tool.

Survey Integrations

Features that allow users to integrate a survey tool with another system or tool.

CRM Integration

Survey respondent pools or segmentations can be drawn from contacts already in the company’s CRM and/or respondents’ contact information can be pulled into the CRM.

Social media integration

Supports social sharing, posting, registration via social profile credentials, and/or embedded social content.

E-commerce integration

Integrates with e-commerce or billing/payment tools.

Testimonials widget

Allows users to excerpt and embed text or data from surveys on their website.

Survey Automation

Features related to automating/triggering survey processes such as publishing and reporting.

Notifications and alerts

Respondent behavior (including survey completion, particular responses, or opt-outs) triggers notifications.

Calendar/scheduling

Allows users to schedule start and/or end dates for surveys.

Follow-up emails

Users can set up automatic follow-up emails to survey respondents, for example a "Thank you" email or an email to share survey results.

X-CELERATE eForms

Overview

What is X-CELERATE eForms?