Client onboarding,
without the friction.
Replace scattered PDFs, manual data entry, and endless email chains with dynamic forms that adapt to each client. KYC, loan applications, investment declarations — launched in minutes, not weeks.
SOC 2
Compliant
Audited security controls
ISO 27001
Certified
Information security management
256-bit
Encryption
Data protected in transit and at rest
99.9%
Uptime SLA
Enterprise grade reliability
— How it works
Three steps to
digital onboarding.
Build your form
Choose from field types — text, numbers, dates, dropdowns, file uploads. Add conditional logic that adapts to each client's responses.
Share the link
Send a unique form URL to your client. No account needed on their end. They fill it out on any device — mobile, tablet, or desktop.
Review & act
Submissions land in your dashboard instantly. Track status, request revisions, or approve — all in one place with real time notifications.
10 min
Average setup time
75%
Less manual data entry
99.9%
Uptime SLA
24/7
Access from anywhere
— What you get
Everything you need,
nothing you don't.
Dynamic Fields
Text, numbers, dates, dropdowns, checkboxes, file uploads — mix any combination. Update forms anytime without breaking existing submissions.
Conditional Logic
Show or hide fields based on previous answers. Require income proof only when loan amounts exceed a threshold. Each client sees a tailored form.
Bank Grade Security
256-bit encryption, SOC 2 compliance, ISO 27001 certified. Your clients' sensitive data is protected at every step — in transit and at rest.
Instant Notifications
Staff are notified the moment a form is submitted. Email alerts and in app notifications keep your team in the loop — no more checking manually.
Submission Tracking
Track every submission from received to approved. Filter by status, date, or form type. Export data for compliance reporting and audits.
Multi Device Ready
Clients fill out forms on any device — phone, tablet, or desktop. Responsive design ensures a seamless experience everywhere.
— Trusted by teams who move fast
“We cut our client onboarding from 3 days to 20 minutes. The conditional logic alone saved us hours of back-and-forth.”
Operations Director, East African Investment Firm
Stop losing clients to
clunky onboarding.
Set up your first form in under 10 minutes. No credit card required. See why financial institutions choose Mr.Wam.
SOC 2 compliant · Enterprise-grade security · No credit card needed