Document Exchange

Collect and Send Documentation

Improve transaction times and compliance by allowing customer to upload and download documentation that helps them complete interactions.

Digital document exchange equal faster outcomes

Transferring documents that contain sensitive or critical information has always been done by post. When it was transformed to a digital process it was only the method of transport that evolved. Save your customers from the typical document submission nightmare of printing, scanning, and emailing their documents for you to review and validate.

Expedite the exchange of documents

Streamline your workflow processes and allow customers to complete journeys at the speed of their choosing, by giving them the ability upload from anywhere and download at any time.

Features & benefits of document exchange

Reduce costs and
mail delays

Stop waiting on post and validate digital documents customers have exchanged with you in real-time or via their case portal.

Compliant and Secure

All documents uploaded by customers are collected via secure self-serve portals or during encrypted agent sessions with an audit trail ensuring compliance.

Accessible

Allow customers to upload or download documents at anytime from anywhere, giving them the ability to review and sign documents instantly.

How document exchange can fit into your customer journey

Below is a quick demonstration showing how other organisations utilise our platform to implemented document exchange into their ideal customer journey. Initiated within a self-serve journey or on a call with an agent, you can improve efficiency, reduce costs and speed up customer interactions.

Document exchange can enhance a range of customer journeys

View the below customer journeys to see of the ways you can utilise document exchange.

Collections

Engage your customers and cut through the noise

Mortgages & Loans

Give your customers the best possible mortgage experience

Renewals & Retention

Exceeding customer expectations to retain them

Service

Improve old processes and customer experience

If you have another journey you would like to streamline then please get in touch as we have developed more than we have here and we are always building more.

Delivering substantial uplift to all your KPIs

25% uplift in conversions

The longer a journey, the more likely a customer is to drop off of a purchase.

By streamlining journeys so that they can be completed often in just one single interaction, our solutions remove the breaks in which customers drop off. The result?

A surge in conversion rates for your business.

75% reduction in overheads 

Inefficiencies caused by mail, document processing and lengthy handling times mean operating costs for businesses are inflated.

By digitising these typical breakpoints or eliminating the need for them entirely, we help our clients to boost efficiency, enabling them to offer maximum value to their customers at the lowest possible cost.

100% compliance, guaranteed

Traditionally, compliance procedures have been susceptible to staff error. Moreover, physically storing customer documents can be both costly and inconvenient.

Our solutions ensure compliance by creating automated workflows that eliminate the potential for mistakes. By collecting electronic signatures and exchanging documentation digitally, there is no need to listen back to calls to check compliance delivery. That means completing paperwork becomes a thing of the past.

90% reduction in transaction times

Lengthy transaction times, both on a journey and individual touchpoint level, benefit no one. Efficiency suffers and frustrated customers drop out in favour of a competitor who can deliver the product or service quicker.

Our solutions reduce transaction times by giving staff the digital tools that enable them to meet the customer need there and then, improving first contact resolution so complex journeys no longer need to span multiple steps and channels.

90+ NPS

Customers are no longer willing to settle for second rate experiences, and organisations that don’t put the customer at the heart of their journey will cause friction and frustration.

By streamlining the sticking points in journeys so they become effortless and flow seamlessly, our clients benefit from happier customers and better brand advocacy over time.

Optimised across every device

Enabling you to provide a streamlined, omni-channel customer journey across any device of their choosing.

Want to see it for yourself?

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