Our SaaS solution lets organizations ditch costly, outdated systems for managing customer communications and data collection, making it easy for non-technical users to create modern digital experiences fit for the future.
SMARTER Customer Conversations.
Any Channel, Anytime.
Modernize customer communications and streamline data collection processes across your organization.
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Trusted by 650+ highly regulated enterprises worldwide
Transform Faster with Smart Communications
Pure SaaS that Scales
Fuel Your Growth with Personalized Customer Communications
Say farewell to complex design containers and separate templates. SmartCOMM’s single-template approach helps you stay nimble with seamless adaption to regulatory shifts, new product launches and emerging channels, ensuring continuous alignment with customer preferences.
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Explore SmartCOMMPlay Video”“SmartCOMM was much more feature-rich, more flexible, and the version control was very useful. The usability translated into a pain-free and great experience for us.”
– Chief Strategy Officer, Atlas Insurance
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Minimize Customer Effort with Modernized Data Collection
SmartIQ transforms complex, manual forms processes into fast, secure, end-to-end digital experiences. Collect information, documentation, live photos, digital signatures, and more with one centralized solution.
Explore SmartIQ”“With SmartIQ, we are doing forms consolidation. Consolidating those forms is a business maturity step that allows us to tie hundreds of forms with different taxonomies and different terminologies into a single guided form."
– Sr. Manager - Client Solutions Group, HCSC
Simplify and Accelerate Your Trade Documentation Process
SmartDX transforms and automates manual trade documentation processes for leading financial institutions, removing common inefficiencies, reducing costs, and simplifying trade documentation for all stakeholders.
Explore SmartDX”"SmartDX is a game-changer…..the documentation, the collaboration, the negotiation, and most importantly, the storage of the digital data within those documents to be used downstream by consumers."
– Executive, Delta Capita
CUSTOMER STORIES
Trusted Leaders. Real Results.
SmartCOMM Drives Transformation Through System Consolidation
By consolidating and modernizing its communication processes, Mountain West reduced template maintenance by 95%, saved millions in operational costs, and streamlined operations. With a seamless integration with Guidewire InsuranceSuite, Mountain West achieved a digital-first approach, enhancing efficiency and lowering IT reliance.
95%
reduction in template maint.
Millions
saved in costs
Consolidated
to one system
SmartCOMM Drives Savings and Scalability for Priority Health
Discover how Priority Health revamped its member communications with SmartCOMM - reducing implementation time by 85%, saving $150,000, and repurposing two full-time employees. With seamless integration and enhanced scalability, they streamlined operations for superior customer engagement.
85%
Reduction in Implementation Time
$150,000
and 2 FTE Savings
360 Degree
Member Engagement View
SmartIQ Increases Loan Volumes by 400%
Discover how The Bancorp achieved remarkable growth goals by modernizing their loan origination process with SmartIQ. By automating workflows and enhancing client experience, they quadrupled assets and revenue, slashed processing time, and achieved a 750% ROI while eliminating manual errors and reducing costs.
750%
projected ROI
400%
loan volume increase
Decreased
NIGO, rates close to zero
Fast-Track Your Digital Evolution
Seamless Connections,
Endless Possibilities
Maximize your existing tech investments and get results fast with over 30 pre-built connectors and accelerators for the world’s most popular applications.
