Static fillable PDF and web forms are dinosaurs in today’s digital-first world. It’s time to transform traditional forms-based processes into intelligent, conversational user experiences. Attract customers – and keep them loyal – by delivering seamless, mobile-friendly, guided interactions while also streamlining internal systems, managing risk and reducing demand for support services. The result? More customers ready to transact and less friction – from account opening to onboarding to service.
Are you stuck in the PDF paradigm?
If you’re not changing the way you look at forms at each point in the customer lifecycle, you are missing a huge opportunity. This eBook explores how traditional static forms are inhibiting customer engagement and illustrates how leading-edge organizations are rethinking the way they capture and confirm customer information as part of an interaction. Discover how to reimagine your customers’ journey in the context of digital transformation.
- Improve the Digital Customer Experience
- Reduce Not In Good Order (NIGO) Error Rates
- Extend Your Core Data and Systems
- Reduce Demand on IT Resources
- Digitize Even Complex Transactions
- Get Visibility on Where Your Customers get Stuck
- Speed Turnaround Time
Use data to guide every interaction, adapted to the customer’s context and device.
Cut through customer confusion, improve transaction completion rates and reduce manual work needed to resolve mistakes.
Prefill guided interviews with information you already know by connecting to your existing data and systems. Or link to your RPA or BPM platform for advanced business processing. Then automatically update your systems along the customer journey.
Empower business users to drag and drop fields and business rules and get new products to market faster. Low code and user friendly with no Java skills required!
Enable multiple customers or participants to contribute information as part of a single process.
Optimize the customer experience for better results using the analytics dashboard.
Incorporate automated workflows so you can respond on-demand. Connect with third-party data sources and e-signature solutions like DocuSign, enabling customers to complete agreements lightning fast.