Powers of attorney, estate and inheritance documents, and account-opening or master-data forms reach banks by mail, scan, or customer portal – often handwritten and using different templates per branch. Parashift automatically classifies every form, extracts customer number, scope of authority, and validity in structured form, and routes it to the responsible department.
Powers of attorney and customer forms arrive with no shared template: handwritten, in branch-specific variants, and with varying levels of detail. Before a form can be processed, someone has to read it, match it to the right customer, and route it to relationship management or legal – a bottleneck that costs real time, especially for powers of attorney with legal weight.
Regardless of branch or template, form-relevant fields are captured in structured form and matched to the right customer.
Your form or power-of-attorney type isn't listed? Talk to us – further variants such as special powers of attorney or custody account changes are recognized just as reliably.
Forms and powers of attorney arrive from every branch and channel.
Every document is automatically matched to its form type and the right customer.
Legally relevant fields are captured in structured form, even for handwritten forms.
Forms are automatically routed to the responsible department.
Low-code connection via documented REST APIs, without replacing existing infrastructure.
Compliance:
less manual pre-sorting of forms and powers of attorney
to a productive pilot in your customer service team
Payment & remittance orders, KYC & customer onboarding, and credit & mortgage dossiers follow the same principle: read, validate, hand off to the core banking system.
Book a free call: we'll show you how powers of attorney and customer forms are processed using real sample documents.
Reply the same business day · no sales pressure
