Adobe Intelligent Document Platform

Imagine what adding intelligence to the forms and documents received every day (customer forms, specifications, customer orders) could do to simplify and streamline your business. What if these documents could contain the logic of your business, safeguard the security and privacy of your information and improve communications within and beyond your enterprise?

Enter the Adobe® Intelligent Document Platform, connecting documents to the people who need them and the processes that drive them. With the combined power of PDF and XML, the platform’s flexible architecture helps you securely extend the power and reach of information contained in core business applications — even beyond corporate borders.

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Compliance and corporate governance

Financial services providers operate in a highly regulated, highly visible and competitive industry where they must balance the demands of customer acquisition and retention with regulatory compliance and good governance. This channel requires flexible solutions that help providers improve customer confidence and reduce risks. Through our association with Hummingbird Indigo Pacific can provide a suite of tools and services to help address the requirement of continuous regulatory and compliance changes.

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Account Enrollment

Financial services institutions worldwide are under pressure to improve customer service, reduce operational costs and comply with growing regulatory mandates and while every new account brings with it a fresh and potentially profitable customer relationship, existing account opening processes often stand in the way of corporate goals. Account enrollment is often cited as the most expensive front-office business process. Even when handled internally by bankers, call centres, agents and brokers, the data-intensive process of establishing new accounts is proving costly and difficult to manage. Let us show you how to streamline the account enrollment process.

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Mortgage Origination & Processing

Regardless of the state of the real estate market, banks and mortgage brokers face intense competition for business. The need to reduce cycle times and close deals faster is paramount, but getting paper, faxes and email documents to cooperate with legacy systems isn’t easy. Re-keying date from paper costs money, takes time and incurs errors. The biggest problem of all is abandonment rates which occur because applications are long and complicated. These and many more problems all inflate the cost and slow the speed of mortgage origination and processing, and lead to the loss of business to faster competitors.

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Loan Origination

Helping lenders streamline business processes, reduce administrative costs and deliver high-quality customer service will help your organisation stay ahead of the competition in today’s banking industry. Rising operational costs, higher customer service expectations and changing regulatory requirements is a specific mix of problems for consumer loan origination. Consumers want immediate decisions and personalised service, but most lenders’ processes make it hard to meet consumer demands.

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Branch Automation

Retail banks are rediscovering the importance of branch banking. After decades of investing in ATMs, telephone banking and online services, financial institutions are realising that it’s time to invest again in the in-branch customer experience. Face-to-face interactions help build and maintain relationships and loyalty with customers, which improves retention and increases cross-sell and up-sell success. So how do banks enable branch personnel to better connect with customers and make each contact more dynamic, efficient and productive than traditional, time-consuming branch interactions? Contact Indigo Pacific and we will show you how!

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Make Self Service Your Customer’s Channel of Choice

Retail banks, securities firms and insurance companies receive an endless stream of service requests. Orders for back statements, funds transfers, changes of beneficiary and applications to open new accounts or obtain new policies flood in. Today, branch and call centre representatives process most of these requests. This personalised service is very expensive and time-consuming and it is unnecessary – except for services targeted to the most upscale customer segments. Self service is the best way to handle most of these requests. It’s by far the most cost-effective delivery channel. Research has found that the average cost for an online self-service transaction is 25cents compared to $8 for an e-mail transaction and $33 for a service from a call centre.

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Insurance Applications

Insurance companies tell us they want to break free of paper-based processes, because they are hindered by them. Agents waste time and money shuffling forms, instead of closing business and prospecting for new customers. Back-office burdens, such as re-keying data and handling huge volumes of mail, further increase costs. As a result, customers are put off by frequent poor service, causing them to look for other alternatives or abandon the process altogether. Indigo Pacific can help you find a way to streamline the application process and drive down your costs, while helping to drive additional revenues and profits.

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