October 15, 2021 at 1:00 PM ET

Deliver a Faster, Easier Customer Experience and Drive Operational Efficiency by Reimagining Your Static Forms for Digital & Mobile Use 

Requesting a loan modification, skip a payment, or even an address or ACH change: These should be easy banking interactions in this digital-first era. Yet too often, lenders still require static paper or fillable PDF forms – or even calls to a busy contact center or branch staff 

Join us for a short demonstration showcasing how SmartIQ helps you digitize client servicing interactions like requests for loan forbearance with intuitive, data-powered interviews connected to your core data systems – and secured behind your banking portal. 

In just 45 minutes find out how banks and financial institutions like Vanguard, Citizens Bank and Fulton Financial use SmartIQ interviews to: 

  • Reduce contact center and branch costs by making digital self-service a breeze 
  • Improve data accuracy and minimize error rates – saving time and money while reducing risk  
  • Speed up turnaround time and provide clients with a consistent, secure experience across digital and mobile channels 
  • Leverage workflows to automatically update core systems like Fiserv, Symitar or FIS 
  • Integrate e- signature platforms like DocuSign and OneSpan to create a smooth digital experience from start to finish 

Give your clients – and your support staff – some relief from administrative headaches. See how you can make your loan servicing processes faster, easier and more personalized, building long-term trust and loyalty. 

Webinar Speakers

Karen Oakland
Karen Oakland
VP of Marketing, Financial Services
Sally Schulte
Sally Schulte
Product Marketing Director, SmartIQ
Susan Soukup
Susan Soukup
Senior Solutions Engineer