Intelledox is recognized as an industry Leader in Workflow & Content Automation by Aragon Research
Download our eBook: 5 Ways Your Forms Are Killing Customer Engagement and Hurting Your Bottom Line.
Demand is increasing in the enterprise for faster and more agile mobile app development. But if you’re just hiring more mobile developers, you’re missing a huge opportunity.
Download this analysis to get the latest industry trends and statistics, developed from both surveys and personal interviews with leading commercial carriers.
Rethink documents & customer communications for an on-demand, "Want-It-Now!" digital world.
Does Your CCM Solution Slow Down Your Business?
Call us on:
US: +1(888) 576 6428 (EXT 700)
Australia: +61 (02) 6280 6244
Asia: +65 8222 2266
To compete for customers, your bank needs to deliver seamless, mobile-friendly digital interactions.
Whether you’re a large global funds manager or a regional credit union, Intelledox can help you replace paper and PDF forms and batch document generation systems with an innovative, modern approach, built to deliver speed and simplicity.
Embrace digital disruption and transform the way you acquire, onboard and provide customer service.
Elevate the Digital Customer Experience
Every financial interaction is a chance to build trust. The Intelledox Infiniti platform provides a fast, easy, reliable way for you and your customers to collect, confirm, share and communicate information – at the speed of digital.
First national bank
Close more loans faster, by transforming the way you collect information on assets, liability and customers.
Create personalized quotes and mortgage and loan proposals on demand, accelerating revenue
Communicate across mobile devices so customers have maximum visibility of their lending and repayments
Connect with core origination systems to personalize transactions and reduce manual work
Integrate your e-signature solution for Retail & Commercial Lending
From account opening to maintenance, Intelledox enables you to replace traditional forms with a complete digital experience
across the customer lifecycle.
Deliver intuitive, seamless and engaging experiences to your members, tellers and employees
Improve data integrity and accelerate turnaround time by connecting with your core banking systems
Reduce call center and branch support costs
Connect with core systems like Symitar Episys, Fiserv, Salesforce and others
Onboard new clients faster and deliver amazing personalized communications, from high net worth to institutional clients.
Gather financial and other information for KYC regulations through digital guided interviews
Produce tailored investment proposals personalized to customer needs
Connect with core systems and create bespoke communications on investment performance on demand
Enable customer self-service through account opening to fund selection, advice and beyond
Intelledox has effectively consolidated a week’s worth of work down to just a few days. The quality of the brokers’ reports has improved significantly, and the data they’ve collected is far more consistent.
One of the bank's biggest goals is to increase our core deposits. We need quick, user-friendly processes and applications that can help us acquire those new customers and keep our current customers. We really love how customizable and easy-to-use the platform is. We've been very happy with the responsiveness of Intelledox and their customer support.
Read an interview with Intelledox EVP, who provides an overview of several Intelledox success stories in wealth management.
Dixon Advisory estimates a 75% savings in form completion time with Intelledox, incorporating automated workflows to reduce manual work.
Learn how to rethink documents and customer communications in an on-demand, want-it-now digital world.
As a credit union, learn how Intelledox & DocuSign help you compete and elevate your service, with limited resources.
© 2019 Intelledox. All Rights Reserved.