See how leading financial institutions use Smart Communications to modernize onboarding, data collection, communications, and document archive and access while reducing friction across the enterprise.
Financial Services Industry Software Solutions
Financial Services Client Engagement Platform for Clearer, Faster, and More Personalized Client Conversations
Smart Communications helps financial institutions deliver clearer, more personalized client communications, faster onboarding and data collection, easier records archive and access, and a more connected journey across client acquisition, onboarding, and servicing with a cloud-based platform built for regulated industries like financial services.
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Modernize the Work That Builds Client Trust
Explore how SmartCOMM, SmartIQ, SmartHUB, and SmartPATH come together to help leading financial institutions modernize critical workflows, improve client experiences, and operate with greater control and compliance across the enterprise.
Client Onboarding and Data Collection
Who It’s For: PROBLEM: Manual onboarding and static forms slow account opening, create errors, and add friction for clients, advisors, and operations teams.
Quick Summary: OUTCOME: Use SmartIQ to guide digital data collection, collect complete information faster, reduce rework, and improve data quality from the first client interaction.
Client Communications
Who It’s For: PROBLEM: High-volume statements, disclosures, notifications, and other client communications are difficult to keep clear, consistent, and compliant across products and channels.
Quick Summary: OUTCOME: Use SmartCOMM to create personalized client communications at scale with centralized and reusable content, advanced template management, and support for digital-first delivery.
Omnichannel Orchestration
Who It’s For: PROBLEM: Client journeys break down when reminders, follow-ups, and digital interactions are scattered across disconnected systems and channels.
Quick Summary: OUTCOME: Use SmartPATH to design, automate, and optimize connected journeys with intelligent orchestration, channel shift, and two-way engagement built in.
Digital Archive
Who It’s For: PROBLEM: Legacy archives become more expensive and risky as self-service, audit and exam readiness, and AI-driven retrieval demands grow.
Quick Summary: OUTCOME: Use SmartHUB to store and retrieve immutable documents and communications with cloud-based records access, retention controls, auditability, and retrieval-ready performance built for regulated environments.
Trusted by over 700+ businesses worldwide!
Proven in Financial Services
Products Used
FINANCIAL SERVICES
“We’re very pleased so far...most important for us, our financial advisors are telling us that we’re winning their business based upon great customer experience and a great client experience for their customers.”
Products Used
FINANCIAL SERVICES
“Electronic signing and submission eliminated printing and mailing, which has led to shortening the account opening process by weeks.”
Turn Critical Workflows Into Better Client Experiences
Your clients judge their experience by clarity, speed, and consistency. The Conversation Cloud helps you connect client communications, digital data collection, records archive and access, and omnichannel orchestration so critical workflows feel connected instead of fragmented.
- Improve clarity with more consistent, personalized, easier-to-understand client communications
- Increase efficiency with modern digital data collection, less paperwork, and fewer follow-ups
- Reduce risk with compliant content, validated inputs, retention controls, and retrieval-ready records
- Deliver better experiences across client acquisition, onboarding, and servicing activities
INTEGRATIONS
Built to Fit Your Tech Stack
Connect communications, data collection, records access, and journey orchestration with your existing tech stack. Smart Communications supports connected workflows across your CRM, data sources, approval processes, archive access, and digital delivery across your organization.
One Platform Across High-Value Client Engagement Workflows
Support the moments that shape trust, speed, and retention across the client lifecycle.
Client Acquisition
Client Onboarding
Client Servicing
Client Acquisition
New account opening, loan applications, and personalized offers
Custom proposals and negotiated agreements for more complex relationships
Client Onboarding
KYC and AML data capture, risk assessments, and investor agreements
Disclosures, compliance notices, welcome materials, and advisor collaboration
Client Servicing
Statements, on-demand reporting, and real-time service alerts
Fraud, dispute, tax, and service workflows across contact center, email, SMS, and digital channels
Support Governed, Accountable Financial Services Workflows
In financial services, you need experiences that can stand up to oversight. Smart Communications helps you support governed communications, validated data capture, auditability, and stronger control across acquisition, onboarding, and servicing workflows.
AI Adoption That is Relevant, Accountable, and Compliant
Move forward with AI using the controls your teams need to operate responsibly within governed workflows.
- Relevant: Use AI to speed work, simplify experiences, and make communications more useful.
- Accountable: Maintain access controls, logging, and content provenance.
- Compliant: Support AI adoption within tightly governed, auditable workflows.
Financial Services Resources
Explore analyst reports, research, benchmark content, and customer stories that support evaluation and planning.
FAQs
Financial Services Software FAQs
Common questions financial services teams ask when evaluating platforms for communications, onboarding, digital archive and access, and omnichannel orchestration.
What is a client engagement platform for financial services?
What is client communications management software?
How does digital data collection improve client onboarding?
What are digital data collection tools?
What is a digital archive?
What are the advantages of cloud storage for financial services records?
What does omnichannel orchestration mean in financial services?
How can financial services teams use AI while staying compliant and accountable?