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A REPORT FOUND A STAGGERING

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68% abandonment rate for applications - highlighting a significant issue with traditional onboarding processes, especially digital services.

Source: Signicat's Battle to Onboard Report (2022)

Are your customers tired of manual data entry, cumbersome paperwork, and inefficient processes when they are trying to engage with you? Does your business know the severe impact to new customer acquisition and retention that this is having on you? 

As we race through digital into the age of Artificial Intelligence, maintaining this manual mode of operations restricts you from enjoying the benefits of either discipline, placing your customers at risk and vulnerable to your competitors.

 

The need to provide digital experiences and streamline their data capture and processing workflows is not nice to have anymore. It’s a must-have to stay competitive and meet the evolving demands of customers and stakeholders. ​

With smart forms technology, you can revolutionise how you capture, validate, and utilise data, unlocking new levels of efficiency, accuracy, innovation and agility for your organisation. If you choose the right technology partner, you can solve a few other critical business functions like payments and communications along the way.  ​

Benefits of Transitioning to Intelligent Forms  

Put paper-based manual forms and processes  behind you

For your customers, deliver delightful experiences they expect. For operations, enable yourselves to unlock your potential. For IT, respond to the business faster, retire technical debt or sweat that aging asset further whilst you scale up and out across the enterprise.

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Empower users with a low-code, no-code solution that grants complete autonomy to effortlessly update and craft new intelligent forms

With intuitive tools and interfaces, users can quickly adapt to evolving needs, driving efficiency and innovation without relying on technical expertise. Experience the freedom to innovate and iterate with ease. Transforming what was manual, complex, resource intensive and prone to error into powerful multi-layered workflows and user journeys.​

Decrease abandonment rates and churn by putting yourself in the shoes of the customer

Deliver intuitive dynamic experiences that show how well you know your customers. Move between channels, save for later or take advantage of the features of the device you are on for use cases that involve the need to capture photographs, location, date and timestamps.  

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Reduce the time from order to cash

Digital data capture, data validation, automated workflows and integrated applications and data sources can reduce processing times to a fraction of what they were, often creating straight-through processing (STP) opportunities and the operational benefits that go with them.

Enjoy the benefits of real-time  data validation and the removal of errors 

By ensuring data accuracy and availability, you speed up decision-making, enhance compliance, improve customer experiences and reduce costs. 

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Do you meet the new normal?

The good news is that if you don’t, then it's not far away. Start small and build out from there. What you thought might be complex can often be solved in days with little to no impact on your current capacity or other strategic priorities.  ​

Are you ready to talk? Click here to talk to one of our senior consultants and we'll get back to you shortly. 

Benefits to Your Organisation

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Reduce Costs

Streamline data collection, validation, and processing, reducing the time and effort required to complete a process compared to manual, paper-based methods.

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Improve (CX) Customer Experience

Create user experiences that are focused on making it easy for the customers with features like auto-fill, drop-down menus, and help texts.

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Straight-through Processing

Create end-to-end process flows through seamless integrations with multiple legacy systems and databases.

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Meet Your Customers Digital Expectations

By transforming traditional processes into modern, digital interactions. Upwire help companies meet and exceed customer expectations for online services.

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Realtime Data and Analytics

Instant data capture enables real-time analytics and reporting.

Industry-focused Solutions

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FINANCIAL SERVICES

  • Account Opening

  • Loan Applications

  • Credit Card Applications

  • Account Maintenance Requests​

  • Transaction Disputes

  • Direct Debit Authorization

  • KYC (Know Your Customer) Verification

  • Product and Service Feedback

  • Complaints and Grievances

  • Customer Surveys and Market Research

HEALTHCARE

  • Patient Registration and Intake Forms​

  • Medical History and Consent Forms​

  • Claims Applications​

  • Appointment Scheduling and Reminders

  • Clinical Assessments and Surveys   ​

  • Medication Reconciliation and Allergy Screening

  • Telehealth and Telemedicine Consultations

  • Patient Reported Outcomes (PROs) Tracking

  • Discharge Planning and Follow-Up Care​

  • Clinical Documentation and Charting

  •  Patient Feedback and Satisfaction Surveys​

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INSURANCE

  • Policy Applications​

  • Claims Submission

  • Underwriting Questionnaires

  • Policy Changes and Endorsements

  • Premium Payments ​

  • Policy Renewals

  • Insurance Surveys and Feedback ​

  • Agent and Broker Onboarding

  • Compliance Documentation ​

  • Customer Service Requests ​

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UTILITIES

  • New Service Requests

  • Service Account Updates

  • Meter Readings and Usage Reporting

  • Service Disconnections or Transfers

  • Billing Inquiries and Disputes

  • Energy Efficiency Assessments

  • Rebate and Incentive Programs

  • Outage Reporting and Status Updates

  • Safety Inspections and Compliance Checks

  • Customer Feedback and Satisfaction Surveys

Seeing Through the Technical Lens

The subsequent crucial step involves ensuring that the automation software aligns with IT standards and poses no risk to business operations. 

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Extend and Enhance ​

Bring new life to ageing assets maximises ROI, maintains compatibility, preserves valuable data, enhances functionality, and prolongs useful lifespan.​

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Retire Technical Debt

Advance innovation, enhance agility, reduce cost, improve security, boost productivity, and ensure long-term sustainability.​

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Simplify Integration

Our API-centric approach streamlines integration, fosters scalability and enables flexibility and  interoperability across diverse systems and platforms at speed​.

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Enhanced Security and Compliance ​

Robust security features, such as data encryption, access controls, and audit trails, protect sensitive information from unauthorised access, breaches, and cyber threats. ​

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Scalability and Flexibility

Scale up and out across the enterprise adapting to ever changing business requirements 

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