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Correlation ID:35fe1492-aac1-477c-aa8c-8be883d91c91



Capture Data and Streamline Accurate Customer Communications in the Cloud or On Premise

Event Date:4/23/2015
Event Description:

Financial Services firms today need to create customized, accurate documentation for customers, regulatory bodies and stakeholders – and need to do it fast. Please join award winning Business solution provider Gig Werks for a webcast on how you can easily capture customer data and re-purpose that information to automate the generation of accurate and timely documentation.

During this webcast we will showcase the Intelledox solution and how you can significantly reduce the time spent manually generating documentation, seeking approvals and interacting with clients.

We will showcase how we can empower your users to:

  • Capture data online and know your customer (i.e. mortgage applications, quotes)
  • Centrally control templates
  • Leverage information in other line of business systems
    • SharePoint, Office 365, Document Management Systems
  • Streamline the generation of documents including
    • Pitch books, Contracts, Proposals, Statements of Advice
  • Efficiently leverage corporate information asset

We hope you can join us!

Presented By:Gig Werks
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