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Account EnrollmentOpen up to profitable customer relationshipsEvery new account offers a fresh and potentially profitable customer relationship. So it’s critical that account opening processes are efficient and accurate and that they meet, or even exceed, customer expectations. Whether a customer opens an account at a branch office, by phone, or online, Adobe and 4Point solutions make data capture and processing quick and accurate. Plus, you can reduce development time and increase the quality of your enterprise applications by using Adobe Solution Accelerators. Application Customers start the application process online, over the phone, or face to face with a company representative. In all these scenarios, use of a rich Internet application (RIA) simplifies the task of guiding clients through the data gathering process. Traditional "forms" can be hidden to the customer, replaced by a wizard-like interface that prompts for information with relevant questions and suggestions. Adobe solutions can automatically prepopulate forms with customer information to help reduce errors and speed processing. If needed, forms can be saved and completed offline using free Adobe Reader® software. Adobe solutions can also support digital signatures, or use 2D barcodes to overcome automation obstacles when wet signatures are required. Verification In the verification stage, Adobe solutions provide a more complete view of customer and application data, eliminate cumbersome paper document flows, and streamline collaboration. Data validation of all information helps ensure enrollment forms are correct and complete, and can help to significantly reduce Not In Good Order (NIGO) rates. And the burden of protecting electronic communications is eased, both inside and outside the firewall, through identity authentication, validation of content integrity, and a broad range of access controls that define who can view, copy, or modify important information. Fulfillment Adobe solutions accelerate the time to fulfillment with straight-through processing. Personalized welcome kits and product information packages can be dynamically generated, assembled, and delivered by mail, fax, or e-mail. Also, Adobe solutions can track unfunded accounts for follow-up and automatically notify customers as important milestones are completed. This all helps to accelerate speed to revenue, because the quicker you onboard a customer, the sooner your customer's money can impact your revenue stream. SOLUTION BENEFITS
CUSTOMER SUCCESSES4Point has delivered numerous solutions in the Financial Services sector to some of the leading banks in North America, including Bank of the West, Wachovia, Wells Fargo, ING, Royal Bank of Canada, Bank of Montreal, and more. Bank MidwestFast-growing financial services company improves customer service, saves millions of dollars annually, and realizes 1,408% ROI over three years using Adobe® LiveCycle® software and a solution built and deployed by 4Point. Read the Full Story. Charter One BankAutomated Doc Prep and Delivery Project (2006 MAX Achievement Award)Charter One Bank, part of the Citizens Financial Group, required a solution to create documents and securely deliver closing packages. This process required seamless automation with Equifax's Appro Loan Center, their existing loan origination system. With 4Point's help they were able to meet their needs and realize a 114 percent return on investment. View the Presentation. Learn more about 4Point's Customer Successes. |
866.485.2999 (sales)
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