Experience-Driven Workflow Automation

Our hearts go out to those affected by COVID-19. During this difficult time, we are focused on the safety and well-being of our families, employees, customers and partners. We are taking appropriate measures to ensure we continue to provide our customers with our services.

Workflow Automation uniquely designed to streamline the customer experience and extend existing investments.

Digitally transform by starting with the experience

Using adaptive conversations, Intelledox dynamically creates personalized, online guided user experiences from the very first interaction. These interactions continuously collect data and information and automate processes. While the customer or business user enjoys that frictionless experience on the front-end, the back-end is collecting, validating and aggregating all the information and data into core systems. It automatically initiates any requests for additional information when needed, from the right source. Customers now have engaging interactions with your brand and your business has more trustworthy data and improved efficiency.

With the experience-driven workflow automation built into Intelledox, you also empower business users to design and develop automated processes wrapped around customer interactions, without needing IT intervention. Intelledox lets you create internal tasks using the same intuitive, data-driven interviews you provide customers. Reviewers and approvers are given just the information they need when they need it. No more struggling with reviews and approvals, using out-of-date templates or making errors due to a lack of system connectivity, and centrally approved and managed content reduces the risk of non-compliance.

Benefits at a glance:

  • Speed up new business and customer service with automated business processes
  • Improve the turn-around time for proposals, presentations, contracts and more
  • Eliminate errors from using out-of-date content
  • Gain significant operational efficiencies by reducing manual work
  • Automate the routing and approval of requests to ensure successful completion
  • Route content for eSignature via our DocuSign connector
Intelledox helped our institution improve the services we provide to our customers through the automated generation of accurate and more timely produced documents. Financial Group Systems Manager

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