OMNI-CHANNEL 2.0 SMARTFORMS WITH AVOKA … · ACCESS SmartForms through a public Website, 1 secure...
Transcript of OMNI-CHANNEL 2.0 SMARTFORMS WITH AVOKA … · ACCESS SmartForms through a public Website, 1 secure...
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
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
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FINISH
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FINISH “Don’t make me
start again when I cross
channels”
MULTI-CHANNEL vs OMNI-CHANNEL
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
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
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
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