omni-channel 2.0 smartforms with avoka … · access smartforms through a public website, 1 secure...
TRANSCRIPT
OMNI-CHANNEL 2.0 SMARTFORMS WITH
AVOKA TransactWeb™
8 YEARS 120 CLIENTS 16,000 SmartForms
THERE’S A REASON PAPER PERSISTS
FAMILIAR
COLLABORATION
BYOP (pen)
SIGN
WON’T CRASH
NO INTERNET
START/STOP
STAPLES
CREATE IN DAYS
THERE’S A REASON PAPER PERSISTS
INTUITIVE
COLLABORATION
eSIGN
RELIABLE
ON/OFF LINE
SAVE/RESUME
ATTACH
CREATE IN DAYS
NO NEED TO COMPROMISE
ACT VATE Avoka TransactWeb™
SMARTFORM
&
TRANSACTION MANAGEMENT
Save & Resume
Upload Attachments
Payment
Signature
Submission Receipt
Submission Delivery
LOB ERP
CRM
Transaction Designer
Transaction Managers
IT
Mobile Staff
Customer
3rd Party Services (Payments, Identity, etc.)
Avoka TransactWeb™ Architecture
CREATE
MANAGE
TRANSACT
DEMO: SmartForm Creation & Management
Successful firms will identify and
design for cross-channel experiences.
“ ”
CATHY GRAEBER, Principal Analyst Retail Banking
START FINISH
START
FINISH
START
FINISH
START
FINISH
START
FINISH
START
FINISH “Don’t make me
start again when I cross
channels”
MULTI-CHANNEL vs OMNI-CHANNEL
94% of American Customers Research
New Bank Accounts Online… “
”
But only 39% apply online
And 3% on mobile “
”
That’s 52% disappointed “ ”
MAYBE THEY DIDN’T WANT TO
APPLY ONLINE…OR
Abandoned due to bad
Customer Experience
Apply Online
wasn’t Available
AN OMNI-CHANNEL FORM SOLUTION
ACCESS FORMS
THROUGH ANY CHANNEL
MOVE SEAMLESSLY
BETWEEN CHANNELS
Begin Home Loan
on SmartPhone
during commute
Continue Application
at home on larger
device
Phone Call Centre (can
see my application) and
assist with completion
DEMO: OMNI-CHANNEL 2.0 APPLY
Avoka TransactWeb™
Enterprise-Grade Designer
Drag & Drop Creation
Template Based Form Design
Scalable to Thousands of Forms
Highly Configurable
Cloud / On-Premise
Enterprise Grade Security
Multiple Integration Options
Reporting & Analytics
Fault Tolerant
FORM BUILDING
EXPERIENCE
Avoka TransactWeb™
Powerful SmartForms
Built-in Validation
Responsive Design
Save & Resume
Multi-Party Collaboration
Omni-Channel Cross-Over
Attachments (incl. Camera)
Signatures
Payments
Document Of Record
FORM FILLING
EXPERIENCE
DAYS
Avoka TransactWeb™
Avoka TransactWeb™ - COMPOSER
Choose a form STYLE, NAVIGATION and BRANDING 1 Drag & Drop reusable WIDGETS & SECTIONS from
the PALETTE on to the SmartForm 2 Preview the SmartForm DESIGN in the Wireframe, as
Responsive HTML and PDF Receipt 3
PUBLISH the SmartForm to Transaction Manager 4
Avoka TransactWeb™ - COMPOSER
Avoka TransactWeb™ - TRANSACTION MANAGER
Avoka TransactWeb™ - TRANSACTION MANAGER
Configure SmartForm PROPERTIES (Landing Pages,
Anonymous/Authenticated Access, Signatures, etc.) 1 Configure SmartForm INTEGRATION (Pre-Fill,
In-Form Validation, Submission Data/Docs) 2 PROMOTE SmartForm to Production and Manage
VERSIONS 3 MONITOR SmartForm usage through Analytics,
Abandonment Management and Reports 4
Avoka TransactWeb™ - SMARTFORMS
ACCESS SmartForms through a public Website,
secure Portal, Call Center or Branch 1 ENTER DATA in to the SmartForm, Verify Identity
Upload Supporting Documents, Take Photos, etc. 2 Optionally SAVE & RESUME or get ASSISTANCE
through the Call Center, Branch or Mobile Sales 3 SUBMIT the SmartForm for processing and SIGN the
submission if required 4
Avoka TransactWeb™ - SMARTFORMS