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Whether you call it CCM or even "DocGen," chances are your legacy software solutions simply fail to deliver. Learn how you can improve your entire customer journey.
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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.