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Collaborate Across Stakeholders to Simplify Processes

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Customer conversations are often not linear. They often require multiple stakeholders to complete a task or move through a process. Don't let collaboration slow you or your customers down.

BENEFITS

Work Together. Work Better.

Our Collaboration capabilities bring internal and external stakeholders together at the right time to automate workflows, include collaborators within the business, and speed process completion.

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Simplify and automate common document generation, negotiation, approval and onboarding processes

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Improve turnaround time and reduce abandonment rates

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Reduce compliance risk with fully-auditable controls and automated approvals

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Enable customers or employees to invite others into a process for quicker completion times

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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.“

- Stuart McClymont – Base60 Consulting

Document Collaboration

Collaborate on documents within a business or between a business and external parties. Keep track of changes, collaboration timelines, current owners and summaries of all document comments and edits.

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Streamline Approval Processess

Expedite the end-to-end journey with simple approval process features that can support the most complex processes.

Invite Others to Join the Party

Bring other collaborators into a process to participate in, monitor, or simply observe with easy to use @mentions and real-time notifications and updates.

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Best In Class Security

Implement secure collaboration and governance standards that help to avoid sharing sensitive or confidential data unintentionally.

Leverage Collaborate Capabilities Across Industries and Use Cases
HEALTHCARE
Plan Selection, Enrollment & Onboarding, Health Risk Assessments, Claims Submissions, Applications
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FINANCIAL SERVICES
Beneficiary Change, Onboarding, New Account Opening, Loan Application
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INSURANCE
Claims Submission, Quotes and Proposal, Applications, Renewal Submissions
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The State of Customer Conversations

Find out what business leaders and consumers from around the globe say about how they prefer to communicate with organizations.

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The only platform that delivers personalized, omnichannel conversations across the entire customer experience

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Communicate
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Collect
Seamlessly collect customer information by transforming static forms-based processes into intelligent, conversational user experiences that reduce abandonment rates and improve data quality and accuracy.

The only platform that delivers personalized, omnichannel conversations across the entire customer experience

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Seamlessly collect customer information by transforming static forms-based processes into intelligent, conversational user experiences that reduce abandonment rates and improve data quality and accuracy.
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Communicate
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Intelligence

Leverage analytics and derived insights to improve the effectiveness of your customer conversations

Explore the products that make up the Conversation Cloud

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Enterprise Conversations without Complexity

Are you ready to scale the conversation with your customers?