“By streamlining operations and reducing manual effort, SmartIQ delivers meaningful benefits across the client and advisor experience, like: -Accelerated response times: Onboarding and client service requests response times are quicker,…
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It’s possible to automate forms for wealth management client servicing like: Address or name change requests, beneficiary updates, general account updates (e.g. adding trusted contacts, power of attorney, etc.), recurring…
It’s possible to automate forms for wealth management onboarding like: New account opening forms, investment advisory agreements, client profile forms (KYC), risk tolerance questionnaires, investment policy statements, beneficiary designation forms,…
SmartIQ integrates with OneSpan Sign via a native bi-directional connector that embeds digital signature functionality directly into SmartIQ’s dynamic, metadata-driven form engine. During form execution, SmartIQ programmatically generates a signature-ready…
Yes, SmartIQ integrates seamlessly with DocuSign through a native connector that enhances the digital signing process within customer journeys. This integration allows organizations to transform static forms into dynamic, interview-style…
Yes. SmartIQ integrates with leading EHR systems—including Epic, Meditech, and PointClickCare—using industry-standard methods such as FHIR-based APIs or integration platforms like Mulesoft. It can pull data from and push data…
Coordination of benefits (COB) is a process to determine a given patient’s insurance coverage(s) and identify which insurance plan(s) should be billed for services rendered. This includes public (e.g., Medicare…
While most EHR systems offer electronic forms, they often lack the intelligence, branding flexibility, and cross-system usability of SmartIQ. EHR forms are typically limited to that system and can’t be…
Our research shows that healthcare consumers crave a guided digital experience when asked to provide data, regardless of the use case. SmartIQ lowers the customer effort required to provide the…
SmartIQ can integrate with EPIC and other EHR solutions (e.g., Oracle Cerner, meditech, and PointClickCare) in several ways. From a technical perspective, we can pull data from and push data…