Banks and financial institutions need to gather more information about prospects to make better decisions on loans, as well as reducing their financial risk. Also, customers want to be educated on the product beforehand so there are no surprises when decision-time comes. Below is the process that many businesses in the banking and financial services sector follo– The customer journey starts filling out a series of forms and documents. These can be either in paper form or, more and more often, electronic documents. In the end, they all serve one purpose: to allow access to relevant information to make a decision and to serve better a prospective new client. However, when these filled out profiles are keyed into the system there is an increased chance that inaccurate data are recorded.