Financial services
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Engage with your agents, brokers, employees, and customers to create business value
Adobe helps financial services firms increase customer profitability by providing easy and affordable means for reaching, engaging, and retaining customers while reducing internal processing costs.
Any process that drives business for a financial firm has an impact on its customers' experiences, but special attention needs to be paid to those processes that actually "touch" the customer, whether applying for a service online, talking to a call center representative, or meeting face-to-face with a bank teller or financial advisor. Even a single negative experience will make it that much more difficult for the firm to engage with that customer later.
Adobe makes it easier and more profitable for financial services firms to successfully engage with their customers by delivering convenient, satisfying, and consistent communications and transactions across all channels of interaction: web, ATM, e-mail, call center, in-branch.
Customer successes
"Streamlined workflows using Adobe PDF forms can eliminate days of delays and save staff and borrowers hours of valuable time."
vice president, channel sales, Business Loan Express
Customer engagement management
Deliver high-quality, personalized service through a variety of channels.
Business process automation
Increase efficiency and improve profit margins by automating processes that need to integrate people, information, and systems.
News & events
Upcoming events
- Account Opening as the On-Ramp to a New Level of Customer Engagement
Thursday, January 11, 2007, 12:00 PM ET / 9:00 AM PT
Join Adobe, Bank Systems & Technology and Kathleen Khirallah, Research Director, Retail Banking with TowerGroup, for a free one-hour webcast to learn how a more streamlined account opening process can be the key to a long-term customer relationship. We will explore new ways to hook customers once they are on-boarded, discuss the role of cross-channel strategies for promoting the new generation of customer engagement and emphasize the importance of security in maintaining healthy customer interactions. - Overcoming Distribution Challenges with Straight-through Processing
Wednesday, January 17, 2007, 12:00 PM ET / 9:00 AM PT
Join Adobe, Insurance & Technology and Karen Pauli, Senior Analyst, Insurance with TowerGroup, for a free one-hour webcast to learn how insurers are overcoming distribution challenges with straight-through processing. We will discuss how your organization can improve speed-to-market, enhance distributor access to client and product information, reduce paper, manual processes and turn-around time, enable better market conduct and regulatory compliance, and address integration and automation considerations.
News
Customers
Business Loan Express (BLX)
Using Adobe® LiveCycle® solutions, BLX automated document-intensive processes and developed more responsive, personalized services. Its new system enables brokers to instantly generate quality, branded product sheets, thereby strengthening its broker relationships and improving how clients perceive broker services.
Read the full story (PDF: 525k)
Optimal Payments
Optimal Payments used Adobe Flex® to build and deliver a complete customer support management solution. The key to its success was an enabling easy, worldwide access to the underlying complexity of electronic payments.
onDemand Seminars
Optimize the Account Opening Process for New Customers
Join this live online seminar to learn how Adobe has partnered with Corticon Technologies to enable a business rules driven solution coupled with Adobe® Flex for user interactions, LiveCycle® Workflow for agile business processes and LiveCycle™ Forms and Assembler for dynamic generation of closing documents. This unique solution addresses the diverse needs of account opening across multiple channels of interactions with your customers.
Streamline Mortgage Origination and Processing
Join Adobe and CIC for this live online seminar to learn more about Adobe Solutions for eMortgage Enablement, including authenticated electronic signatures within Adobe® Acrobat® and LiveCycle™ documents. Together, Adobe and CIC are making mortgage processing faster, easier, and more cost-effective by streamlining processes and automating steps that require paper—from loan sourcing to servicing.
Find out how Adobe helps Insurance Companies Adhere to Industry Standards
During this OnDemand seminar, learn how Adobe provides the industry’s most comprehensive solution leveraging the ACORD form and data standards. The Adobe solution for ACORD XML Forms Integration enables insurers to achieve highly efficient forms automation, including version control, data transformation, security, and broad reach.
Watch Adobe and the Tower Group Discuss Best Practices for Financial Services Productivity and Satisfaction in Retail Brokerage
In this OnDemand seminar learn how leveraging Adobe solutions for retail brokerage can better address information and loyalty challenges by creating engaging agent and customer experiences.
Learn How to Optimize Your Account Opening Process
In this OnDemand seminar join Adobe and BusinessEdge to find out how your organization can increase customer close rates and improve customer satisfaction, eliminate the need to re-key information, reduce time to open accounts, and meet compliance requirements.
White papers & research
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