Adobe solutions for self-service

Trusted, intuitive self-service options increase adoption and reduce costs

In financial services, self-service has never quite lived up to its promise. Done well, solutions offer customers, agents, and brokers convenience and flexibility, while enabling financial services providers to reduce costs and affordably reach untapped markets. The problem has been that many people either won't use self-service options, or they try them and give up — because of confusing procedures, lack of confidence in the process, or concerns about security.

Featured customer

What better solution than Adobe for project scalability, or short- to medium-term improvements for customizing correspondence?

—Antoni Ballesteros, director of analysis and development projects, Caixa d’Estalvis de Terrassa

Adobe solutions for self-service provide trusted, personalized, and highly intuitive options — so customers and brokers will use the web instead of tying up your call center. This reduces costs and abandonment rates and delivers new sources of revenue and profits for you.

With the Adobe Engagement Platform, customers and brokers can:

Start, stop, and save sessions — to complete later, online or offline
Return easily to the point where they stopped
Enter information once, relying on Adobe Process Management Services to prepopulate fillable Adobe PDF forms
Trust that they have provided all the required information, thanks to built-in data validation and calculations

Adobe solutions for self-service support a variety of leading standards standards — including PDF/X, PDF/A, and XML — allowing you to efficiently share data with enterprise systems.

Featured customers

With the Adobe Engagement Platform, Caixa d'Estalvis de Terrassa met its main objective of offering customers a system that is easy to use, intuitive, and simple. Not only have internal improvements been observed, but usability of the system implies faster access and reduced search times for locating documents.

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Solution brief (PDF: 405k)

Learn how Adobe solutions can help you make online self-service a preferred option, reducing costs and opening new markets.

Process Management Services

The following document services from Adobe provide capabilities to help you more efficiently capture and process data, protect document-based information, and leverage customer information across the enterprise: