First Republic Bank is a leading private bank that offers services in private wealth management and private business banking including trust, investment and brokerage services. Headquartered in San Francisco, California USA, it specializes in delivering preferred banking, deposit services, loans and wealth management services primarily through its operational offices in 68 locations across the United States.
The initial app developed for First Republic Bank by Folio3 gave branch associates the ability to showcase details of all products offered while demonstrating return earned over time for various products and special products using interactive calculators and embedded videos.
The customized native iPad app (developed a second time) enables First Republic Bank’s customers to digitally sign and submit account opening/service sign-up forms, instead of on paper. The app brings the Account Opening/Service Sign-up process to the customer’s doorstep by allowing them to fill in and sign forms directly on the bank representative’s iPad as the information gathered is immediately transmitted to the bank’s servers.
For the past 10 months the project has been underway with minor enhancements and bug fixes as the application is constantly being improved on, based on user feedback and recommendations provided by the First Republic and Folio3 teams.
Customer signatures captured and transmitted by DocuSign for complete data security
Objective C, Apple’s Xcode integrated development environment (IDE)
iOS, Android, Windows