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Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

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altaFlow connects to the systems you already run through governed, no-code workflows.

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Financial Services

Take a client's information once. Every document after that fills itself.

altaFlow builds the account opening packet, the disclosure set, and the credit file from information your forms already collected, routes each one for approval and signature, and writes the result back to your core systems.

altaflow-financial-services-route-account-agreement

30% less

vs. DocuSign, Conga, and PandaDoc

5 tools in 1

DocGen, PDF editing, workflow automation, contract management, and eSignature

80% faster

Automations reduced from 100+ hours to 20 to 30

2x ROI

Through lower licensing, faster automation, and fewer tools

What client onboarding, lending operations, and compliance stop doing by hand

Staff stop typing the same information twice.

Take a client's information down once and trust it is right everywhere we keep it.

The application form writes straight into the system of record, so the signed agreement and the account file never disagree about what the client provided.

Workflows

  • Account opening and onboarding
  • Identity and ownership verification
  • Beneficiary and title changes
  
Work that waited days finishes in minutes.

Get everything signed by everyone who needs to sign, without chasing people all week.

Packets route to the next approver and signer in order, remind the ones who stall, and let anyone answer where a file is sitting without calling three desks.

Workflows

  • Credit and loan document packages
  • Wire and transfer authorizations
  • Vendor risk and due diligence packets
  
A rate or product change reaches the paperwork the same day.

When rates, products, or rules change, update our own documents without waiting on anybody.

Conditional logic and dynamic tables build the right disclosure in one pass, so one workflow replaces the near-duplicate templates a product change would otherwise force you to edit one at a time.

Workflows

  • Disclosure acknowledgments
  • Fee schedule updates
  • Product and pricing change notices
  

Where account opening actually breaks

 

A client submits an application online, and an operations analyst re-enters the same information into the core system the next morning.
A credit package sits for four days because nobody can say which approval it is waiting on.
An examination request arrives and someone spends a week reconstructing who acknowledged which disclosure and when.

From the first application to the filed record

Step 1

Capture

altaflow-financial-services-capture-new-account-application

A client or a relationship manager completes a branded form on any device, and conditional fields hide every question that does not apply to that product or entity type.

Step 2

Generate

altaflow-financial-services-generate-account-agreement-and-disclosures

altaFlow assembles the packet from what was submitted, pulling the right disclosures, schedules, and tables for that product, state, and entity structure.

Step 3

Route and sign

altaflow-financial-services-sign-fee-schedule

Internal approval gates run before anything leaves the institution, then each signer receives the document in order with reminders.

Step 4

Write back

altaflow-financial-services-write-back-sharepoint

The completed document and its data land in the system of record, filed where your operations and records teams already look for them.

The parts of the platform doing the work

Build

Webforms

Branded application forms with field-level conditions, so a client answers only what applies to their product and entity type, and clickwrap acceptance is tracked in the audit trail.

Document generation

Agreements, disclosures, and credit packages built from prefilled record data, with region-specific sections appended automatically where local rules differ.

E-sign and fill out

Multi-step signing on any device, in close to 30 languages, with a legally binding signature record behind every completion.

Automate

Workflow configuration

Conditional steps and built-in approval gates, so a package above a threshold picks up the extra sign-off before it ever goes out for signature.

Automation bots

Pre-fill bots populate fields across every document in a package, and scanned data extraction pulls details off an uploaded identification document.

Notifications and reminders

Real-time alerts when a package is viewed or completed, scheduled follow-ups, and delivery by text message where email goes unread.

Integrate

Native CRM integrations

Two-way sync with your customer relationship management system, Salesforce, Microsoft Dynamics 365, or NetSuite. Signed results update the existing record or create a new one.

Integration bots

Governed data and document movement into core banking, loan origination, and document management systems, plus payment collection inside the form itself.

APIs for developers

A documented application programming interface, so intake, generation, and signature can be embedded into a client portal your own team built.

Manage

Document tracking and audit

Real-time status on every package and a complete activity log with the signer, the internet protocol address, and the timestamp.

Team and access management

Granular roles, teams, and workspaces per line of business, so retail, commercial, and compliance each run their own workflows.

Security and authentication

Single sign-on through your identity provider, plus two-factor authentication on every account.

It writes back to the systems you already run

Whichever system the process lives in, the finished document and its data go back there.

Start Fast with Prebuilt Financial Services Workflow Templates

Account Opening Packet
Application, agreement, and disclosures assembled by product and entity type.
Preview Template
Use This Template
Identity and Ownership Verification
Guided collection of identification and ownership details with prevalidated fields.
Preview Template
Use This Template
Credit and Loan Document Package
Terms, schedules, and dynamic tables generated from the approved application.
Preview Template
Use This Template
Disclosure Acknowledgment
Conditional disclosure sets with acceptance evidence captured in the audit trail.
Preview Template
Use This Template
Vendor Risk and Due Diligence Packet
Questionnaire, certificates, and attestations collected and routed in one sequence.
Preview Template
Use This Template
Wire and Transfer Authorization
Guided intake, threshold-based approval routing, and a secure archive.
Preview Template
Use This Template
Security at the core

Enterprise-grade security and compliance

Single sign-on, role-based access, audit trails with timestamps, retention policies, and encryption. Every acknowledgment, approval, and signature is defensible on demand, with controls your compliance and information security teams can review before you sign anything.

Don't take our word for it

Verified results from teams running document-driven operations on altaFlow.

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James CraigDirector of IT

NewSchool of Architecture & Design

"Our campus-wide adoption of altaFlow has completely transformed how we handle approvals and contract workflows. The platform integrated seamlessly with our existing systems, eliminating bottlenecks and saving us hundreds of hours each term. For a team with limited IT resources, automation has been a game-changer."

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Mandy HoffmanBusiness Operations Manager

T2 Biosystems

"altaFlow has truly streamlined our document-heavy processes. With its seamless integrations into our existing stack, we've been able to automate workflows and reduce manual effort significantly. Compliance audits, which once took weeks, are now completed in just days. This level of efficiency and security gives us confidence in scaling."

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Mark McNicholDirector

In At The Deep End

“I like the best the fact that the software is so simple to use yet so powerful. With a few clicks of a button, you can create multipage/document forms that are pre-populated based on information users already supply. The fact that somebody only needs to enter their name once and it replicates throughout the whole system is just amazing.“

Frequently Asked Questions

Which core systems do you integrate with? altaFlow connects natively to Salesforce, Microsoft Dynamics 365, and NetSuite, and through integration bots to Microsoft 365, SharePoint, and Google Workspace. For a core banking or loan origination system, the connection is built against the interface your institution already exposes, and the completed document plus its data are written back to the account record. Bring your system to the demo and we will show the write-back running.
How do you support an examination or an audit? Every document carries an audit trail with the signer, the internet protocol address, and the timestamp. Version control means only the current disclosure can be signed, retention rules dispose of records on the schedule your policy sets, and access is limited by role, team, and workspace. The evidence is assembled as the work happens rather than reconstructed afterward.
Can operations change a disclosure without a developer? Yes. The person who owns the process edits the form, the document, and the routing in a drag-and-drop builder. Conditional logic and dynamic tables mean a rate or product change updates one workflow instead of a library of near-duplicate templates.
How long until we are live? Weeks, not quarters. Setup time drops from more than 100 hours to 20 to 30, roughly 80% faster than building the same thing by hand. Results vary. The sequence that works is one process first, then the rest of that line of business, then the next one.
Can approvals depend on the amount? Yes. Approval gates are conditional, so a package under a threshold skips a sign-off and one above it picks up the additional approver automatically. The rule lives in the workflow, not in someone's memory.
How are signed documents archived? Signed files attach to the record in your system of record, or archive to SharePoint or another repository, following the retention policy you control. Every action is logged.
How is it priced? Do we pay per signature? No. Pricing is a site license with unlimited users, so a rate-driven volume spike does not raise the bill and nobody has to ration signatures. Per-envelope pricing does the opposite: the meter tells you to send fewer documents in exactly the weeks you need to send more.
We already have an eSignature tool. What does altaFlow replace? Signature is the last step, not the process. altaFlow covers five capabilities in one platform: document generation, PDF editing, workflow automation, contract management, and eSignature, at 30 to 40% less than the incumbent stack. If you want to keep the signature tool you already run, ask about the integration path in the demo, because it depends on the tool.

Bring the package that takes your team the longest.

In thirty minutes we build it, run it, and show you the data landing back in your core system.

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