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BankU tools / Connect Forms

Ask for the information you actually need.

A good form makes the next step easier for both sides. Tell us who will complete it, what you need to know and who is responsible for handling the response.

Talk to our team Take a closer look

Practical additions to your existing way of working.

From a field to a useful record
  1. Purposeful fieldsSketch the form
  2. Submission ownershipReview the information
  3. Clear expectationsConfirm the workflow

Illustrative planning view

WHAT TO EXPECT

Where Connect Forms fits.

Practical additions to your existing way of working.

Purposeful fields

List the information needed to act on a submission and remove questions that do not serve the stated purpose of the form.

Submission ownership

Define where responses should go, who reviews them and how incomplete or repeated submissions should be handled by the responsible team.

Clear expectations

Describe what people should know before submitting, including why information is requested and how they can follow up with your team.

NEXT STEPS

Decide how the tool should fit.

Start with the job your team needs to do.

  1. 01

    Sketch the form

    Bring the proposed questions, intended audience and a short description of what should happen after submission.

  2. 02

    Review the information

    Check the need for each field and identify any sensitive information that requires a more controlled collection process.

  3. 03

    Confirm the workflow

    Discuss available form capabilities and agree review, storage and follow-up requirements before using it with real respondents.

WORTH CHECKING

Before you start.

  • File uploads, conditional questions and integrations must be confirmed for the proposed scope.
  • Do not request identity or financial documents through an unapproved form.
  • Provide an appropriate privacy notice and a contact route for submission queries.