Case Studies

See how Intelledox continues to transform business process and workflow around the world.

Intelledox Infiniti empowered The Australian National University to streamline their complex admin processes through digital transformation.

The Australian National University implemented Intelledox Infiniti to streamline and reduce administration costs. Intelledox started by implementing an automated travel approval solution to digitalize the Australian National University’s travel approval process. The whole solution was implemented in just eight weeks using Next-generation forms and On-demand customer communications. Solution highlights: Experience-Driven Workflow allowing automated multi-user approval […]

Intelledox Infiniti enabled AXA to slash its document completion times 75% – From 7 Hours to just 40 Minutes

Intelledox provides AXA Australia and its network of advisers with a digital transformation solution covering all components in the construction of statements of advice and financial services guides, investment advice scenarios, strategy information, insurance, and superannuation. Using next-generation forms and experience-driven driven workflow, AXA was able to construct personalized and guided user forms to ensure […]

North American Financial Institution sees large value gains from using Infiniti’s Adaptive Interviews

Intelledox enhances International Banking Group’s document-centric processes. The financial institution’s North American banking operations provide a full range of banking and investment services to more than 7.4 million customers across Canada. Intelledox implemented adaptive interviews to replace the old forms being used, allowing them to automatically personalize and create specific reports and documents for each […]

Digital Document Automation made easy for AMP

Intelledox implemented a digital process automation solution for AMP financial advisers, covering all components in the construction and use of advice documents. The Infiniti system’s easy-to-use on-demand customer communication made it possible for financial advisers using different CRM systems to produce the same centrally managed documentation. Solution highlights: Direct control of documents Easy to maintain, […]

Intelledox fast tracks the digital transformation of the financial services processes for Dixon Advisory

Intelledox fast-tracked a Digital Transformation program for Dixon Advisory’s financial services processes. Using Adaptive Experiences through Infiniti’s Next-Generation forms and Experience-driven workflow to support financial advisors to conduct a compliant investigation to understand the financial objectives, situation and individual needs of clients. Solution highlights: Efficient system that is easy to maintain using ‘Manage’ interface Time […]

Federal Government Agency uses Adaptive interviews and Quick Connectors to streamline complex business processes

Intelledox worked with this Australian federal government agency to streamline a complex online application process that was expensive to maintain, difficult to edit and required information collected to be manually-actioned by agency employees. Intelledox implemented dynamic Next-generation forms and Quick Connectors that could automatically capture and record information in the agency’s CRM system, Microsoft Dynamics, and […]