...or how to reduce costs and improve customer service

One of the main challenges facing almost any company is how to reduce costs without sacrificing customer service.

• capture key customer data at multiple points
• build a single source of truth of customer data
• work within the customer lifecycle

Online data capture can replace any paper form that obtains information from customers, from financial information for a home loan or lending product.

Paper based systems are error prone, labour intensive, and take too long to process. Implementing an online data capture process reduces the amount of paperwork required and lowers administration costs.  How this is done will ultimately have an enormous impact customer relationships.

iApply

iApply is Taten's intelligent flexible web based data capture system that securely collects customer information via an online form.

Financial institutions are using iApply for lending products such as personal loans, home loans, credit cards, margin lending, as well as deposit products including savings accounts.
 

Providing an online application option also caters for people who may feel intimidated by providing personal data to someone they don’t know, or who can’t get to a branch. Plus it provides them with a 'self-serve' environment where they are in control of entering the data.

• Mandatory fields, error messages and business rule validation ensures the business receives system ready data
• Pre-qualification checklists ensure the customer understands what is required from the start
• Improved business productivity with email alerts for processing staff
• Ensures compliance with dynamically generated PDFs that contain all application data
• Used for a range of applications
  • Opening accounts
  • Loan applications
  • Deposit applications
  • Long, complex paper forms transformed into simple online processes
• Save and retrieve functionality allows customers to complete forms when they have access to the right data 
• Can be used anywhere that the customer needs to provide information

How do I get more information?

Call us on (03) 9684 0288 or send us an Email.

Who is using iApply?