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

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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.

Solution highlights:

  • Efficient system that is easy to maintain using ‘Manage’ interface
  • Time to complete form reduced by 75%
  • Fast time to market for new solutions
  • Better data visibility and higher quality data