SMARTER Customer Conversations.
Any Channel, Any Time

Modernize customer communications and streamline data collection processes across your organization.
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Trusted by 650+ highly regulated enterprises worldwide

Transform Faster with Smart Communications

Our SaaS solution lets organizations ditch costly, outdated systems for managing customer communications and data collection, making it easy for non-technical users to create modern digital experiences fit for the future.

Pure SaaS that Scales

Fuel Your Growth with Personalized Customer Communications

Say farewell to complex design containers and separate templates. SmartCOMM’s single-template approach helps you stay nimble with seamless adaption to regulatory shifts, new product launches and emerging channels, ensuring continuous alignment with customer preferences.

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“SmartCOMM was much more feature-rich, more flexible, and the version control was very useful. The usability translated into a pain-free and great experience for us”

– Chief Strategy Officer, Atlas Insurance
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Minimize Customer Effort with Modernized Data Collection

SmartIQ transforms complex, manual forms processes into fast, secure, end-to-end digital experiences. Collect information, documentation, live photos, digital signatures, and more with one centralized solution.

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“With SmartIQ, we are doing forms consolidation. Consolidating those forms is a business maturity step that allows us to tie hundreds of forms with different taxonomies and different terminologies into a single guided form."

– Sr. Manager - Client Solutions Group, HCSC
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Simplify and 
Accelerate Your Trade Documentation Process

SmartDX transforms and automates manual trade documentation processes for leading financial institutions, removing common inefficiencies, reducing costs, and simplifying trade documentation for all stakeholders.

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"SmartDX is a game-changer…..the documentation, the collaboration, the negotiation, and most importantly, the storage of the digital data within those documents to be used downstream by consumers."

– Executive, Delta Capita
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Trusted Leaders. Real Results.

SmartCOMM Drives Transformation Through System Consolidation

By consolidating and modernizing its communication processes, Mountain West reduced template maintenance by 95%, saved millions in operational costs, and streamlined operations. With a seamless integration with Guidewire InsuranceSuite, Mountain West achieved a digital-first approach, enhancing efficiency and lowering IT reliance.

reduction in template maint.
saved in costs
to one system

SmartCOMM Drives Savings and Scalability for Priority Health

Discover how Priority Health revamped its member communications with SmartCOMM - reducing implementation time by 85%, saving $150,000, and repurposing two full-time employees. With seamless integration and enhanced scalability, they streamlined operations for superior customer engagement.

Reduction in Implementation Time
and 2 
FTE Savings
360 Degree
Engagement View

SmartIQ Increases Loan Volumes by 400%

Discover how The Bancorp achieved remarkable growth goals by modernizing their loan origination process with SmartIQ. By automating workflows and enhancing client experience, they quadrupled assets and revenue, slashed processing time, and achieved a 750% ROI while eliminating manual errors and reducing costs.

projected ROI
loan volume increase
NIGO, rates close to zero

Fast-Track Your Digital Evolution

Communications Compliance
Go Paperless
CCM Migration
Reduce Forms Abandonment
Centralize Forms