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