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Modernize Customer Data Collection through Digital Forms Transformation

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Seamlessly collect customer information by transforming outdated, form-related processes into interactive, secure, and fully-digital experiences that reduce abandonment rates and improve business efficiency.

BENEFITS

Re-Imagine Forms for the Digital World

Our Collect capabilities enable enterprises to quickly and easily build digital experiences for customers, partners and employees. Personalize the way you collect and validate information with integration across core systems.

Reduce the effort it takes for customers and partners to interact, with digital and mobile-first experiences available across any device and language

Improve data accuracy, completion rates, and reduce overall processing time and NIGO rates for your employees and customers

Give business units ownership over their processes—and let your teams create secure, compliant collection experiences quickly and easily - accelerating time to market

Eliminate timely and costly manual printing, scanning and validation processes

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“SmartIQ enables us to solve several challenges that we were facing on our journey to achieving an all-digital loan origination process. The first was that we could cost-effectively implement our new loan origination document system."

- Jeff Hazelwood, Banking Solutions Manager, The Bancorp

Create Digital Process Experiences

Our low-code interface transforms one-way, forms-based processes into digital, response-based journeys that save time and guide customers from beginning to end - including eSignature.

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Improve Data Accuracy and Reduce Manual Data Entry

Integrate with existing core systems ─ and only ask for information that you need, not data you already have. Validate data in real time to reduce Not in Good Order (NIGO) rates and connect to core systems to ensure data integrity and compliance.

Automate Business Processes & Approvals

Reduce the amount of time it takes your customers to go through required forms and processes with approval workflows. Use data from core systems or information entered to initiate steps in a process, route for approval, or update systems of record.

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Provide Omni-Device Support

Build experiences designed for the customers you have today – and for the ones you want tomorrow. Allow them to begin their engagements on any device, and continue across the process across other devices, without losing collected data or starting over.

Leverage Collect Capabilities Across Industries and Use Cases
INSURANCE
Claims Submission, Quotes and Proposal, Applications, Renewal Submissions
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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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Moving to a Digital-First Strategy

See how The Bancorp transformed their digital loan process with the help of Smart Communications.

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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.

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

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Collect
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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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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?