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Smart IQ Webinar

Oct 14, 20211:00pm EDT1 hour

Digital Forms Transformation Software Make Businesses SMARTER – Come Learn About It

Do you need a VERY POWERFUL Eforms solution sitting in the front of a complex solution like onboarding a customer?

Please join our webinar on October 14th to learn how to provide this to your customer.

We have partnered up with SmartIQ to provide everyone with this opportunity – yes, you receive a margin on the software sale! And this is a proven solution.

Please read this Bank’s Case Study to learn more about a system that is up and running already and can be the model for future implementations.

At a high level here is that specific solution

  • Onboarding and Maintenance for a Financial Institutions Clients
  • Software Used
    • ApplicationXtender
    • SmartIQ Eforms (for Onboarding New Clients and Leveraging DocuSign) – Focus of Webinar
    • ECM Toolbox Workflow
    • ECM Toolbox Eforms (for Internal Eforms)
  • Integration
    • DocuSign
    • SalesForce
    • Multiple Bank System Applications

This software can be used for processes such as

  • New Account Openings
  • First Notice of Loss Claims
  • Benefits Applications
  • Health Plan Enforcement
  • Customer Self Service Forms
  • Commercial Loan Applications

You don’t want to miss it!

Join the Webinar to learn more about this powerful solution.

Thursday 1 PM EST October 14, 2021

Can’t make the scheduled time? Register below and we’ll send you the recording of the complete webinar.

CASO Document Management