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How ZapWizards used Jotform Enterprise to redefine investor onboarding
ZapWizards used Jotform Enterprise to help a financial services firm scale onboarding with cleaner data and faster turnaround.
Smarter intake. Faster deals. Scalable growth.
Reduction in manual data handling
60–80%
Time saved per investor
Several hours
Additional headcount required
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ZapWizards
Industry:
Finance
Organization Size:
Medium
Use Cases:
Investor onboarding, data collection, AI-assisted intake, document generation, workflow optimization
About
ZapWizards is a technology consultancy specializing in automation and AI-driven solutions. As a Jotform Enterprise reseller partner, ZapWizards helps organizations design scalable, intelligent systems that improve data quality and operational efficiency.
Challenge
Investor onboarding relied on emails, PDFs, spreadsheets, and ad hoc processes. Data arrived fragmented and inconsistent, forcing teams to manually chase missing information and restructure data before preparing personal financial statements for lenders. As deal volume increased, onboarding delays reduced investor confidence and strained operations.
Solution
ZapWizards designed an intelligent intake layer using Jotform Enterprise. Secure forms collected structured financial data, AI Agents guided investors in real time, and supporting documents were uploaded directly into a centralized system. Enterprise governance, SSO, and reporting ensured security and scalability.
Results
The firm achieved faster, more predictable onboarding with higher completion rates and significantly fewer internal follow-ups. Manual data handling dropped by 60–80%, saving hours per investor and enabling the firm to scale without adding headcount.
Scaling without adding complexity
Clean intake changes everything. When data is collected correctly at the start, every step that follows becomes faster, easier, and more reliable.
Chief Automation Officer, ZapWizards
