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.
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.
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.
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.