Systems and methods for account automation and integration
Abstract:
A processor may receive and analyze client information. The processor may automatically generate at least one form specification based on the analyzing, the at least one form specification being in a format useable by an external form generation service. The processor may send the at least one form specification to the external form generation service and receive at least one signable form from the external form generation service. The processor may receive at least one signed copy of each at least one signable form. The processor may automatically establish at least one account with at least one external service based on the at least one signable form.
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