Banking and Financial Services

Frictionless Digital Customer Experience From New Account Opening to Service

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.

FOCUS YOUR DIGITAL TRANSFORMATION ON MODERNIZING THE CUSTOMER JOURNEY

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Elevate the Digital Customer Experience

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Accelerate
Revenue Growth

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Drive
Operational Efficiency

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Streamline
Regulatory Compliance

Featured Resources

Rocket Mortgage Blog
Webinar

How to Accelerate Digital Transformation of the Customer Experience: with First National Bank and DocuSign

Total Loss Claims Process Blog
Customer Success Story

Digital Document Automation for Financial Advisors Made Easy for AMP

3 WAYS TO RE-THINK YOUR DIGITAL TRANSFORMATION
Blog Post

Big News in Banking: Intelledox Connector Extends Jack Henry Symitar Platform

Accelerate Speed
Customer Success Story

North American Financial Institution Sees Large Gains from Using Infiniti’s Adaptive Interviews

DRIVE SUPERIOR BANKING EXPERIENCES ACROSS ACQUISITION, ONBOARDING AND CUSTOMER SERVICE

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.

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  • Reduce friction - Sign up new clients and close loans faster using guided interviews connected with core systems and e-signature tools
  • Device flexibility - Tailor interactions to device type and usage scenario – so customers can bank anywhere, 24/7. Incorporate photos and third-party data from mobile apps in any transaction.
  • Multi-channel support - Empower your broker/agent channel to leverage digital and produce compliant agreements in real time
  • Customer convenience - Eliminate tedious paper and PDF forms. Enable on-demand financial communications
  • Uninterrupted onboarding - Enable customers to initiate and pause
    transactions across multiple devices for ultimate flexibility and convenience
  • Build relationships - Foster better customer interactions by providing
    more personalized, relevant interactions
  • Customer-self service - Reduce call center and branch costs with 24/7 digital and mobile-friendly interactions
  • Real-time personalization - Enable customers to confirm known information from backend systems and personalize every interaction. Support cross-selling of relevant offers.
  • Multichannel communications - engage across email, virtual assistants, social media and more, with interactions designed for every platform

Trusted by Global and Regional Financial Services Institutions

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Retail & Commercial Lending

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

Banking

Consumer Banks & Credit Unions

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

Government

Investment & Wealth Management

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

What our clients are saying

Additional Resources

Capital-Markets-CIO-Review
Article

CIO Review Recognizes Intelledox in Capital Markets

Read an interview with Intelledox EVP, who provides an overview of several Intelledox success stories in wealth management.

Customer-Success-Story-Dixon-Advisory
Customer Success Story

Dixon Advisory

Dixon Advisory estimates a 75% savings in form completion time with Intelledox, incorporating automated workflows to reduce manual work.

e-Book-7-ways
eBook

7 Ways Your CCM Solution Fails

Learn how to rethink documents and customer communications in an on-demand, want-it-now digital world.

Credit-Union-Accelerator
For Credit Unions

Digital Forms Solution Accelerator

As a credit union, learn how Intelledox & DocuSign help you compete and elevate your service, with limited resources.

© 2019 Intelledox. All Rights Reserved.