Account enrollment

Application > Verification > Fullfillment

Open up to profitable customer relationships

Every new account offers a fresh and potentially profitable customer relationship. So it's critical that account opening processes are efficient and accurate and that they meet, or even exceed, customer expectations. Whether a customer opens an account at a branch office, by phone, or online, Adobe solutions make data capture and processing quick and accurate. Plus, you can reduce development time and increase the quality of your enterprise applications by using Adobe® Solution Accelerators.

Application

Customers start the application process online, over the phone, or face to face with a company representative. In all these scenarios, use of a rich Internet application (RIA) simplifies the task of guiding clients through the data gathering process. Traditional "forms" can be hidden to the customer, replaced by a wizard-like interface that prompts for information with relevant questions and suggestions. Adobe solutions can automatically prepopulate forms with customer information to help reduce errors and speed processing. If needed, forms can be saved and completed offline using free Adobe Reader® software. Adobe solutions can also support digital signatures, or use 2D barcodes to overcome automation obstacles when wet signatures are required.

Verification

In the verification stage, Adobe solutions provide a more complete view of customer and application data, eliminate cumbersome paper document flows, and streamline collaboration. Data validation of all information helps ensure enrollment forms are correct and complete, and can help to significantly reduce Not In Good Order (NIGO) rates. And the burden of protecting electronic communications is eased, both inside and outside the firewall, through identity authentication, validation of content integrity, and a broad range of access controls that define who can view, copy, or modify important information.

Fullfillment

Fulfillment

Adobe solutions accelerate the time to fulfillment with straight-through processing. Personalized welcome kits and product information packages can be dynamically generated, assembled, and delivered by mail, fax, or e-mail. Also, Adobe solutions can track unfunded accounts for follow-up and automatically notify customers as important milestones are completed. This all helps to accelerate speed to revenue, because the quicker you onboard a customer, the sooner your customer's money can impact your revenue stream.

Solution benefits

Empower agents, brokers, and employees to interact with customers in more personalized and intuitive ways.
Enhance internal operational efficiencies by replacing slow and expensive paper-based workflows with streamlined, automated processes.
Accelerate speed to revenue by onboarding customers faster.
Eliminate the repeated manual data-entry tasks that lead to increased delays, costs, and data errors.
Leverage digital signatures to provide identity authentication, validation, and access controls.
More easily satisfy compliance requirements, such as transaction reporting and archiving.
Enable customers to enroll and immediately engage in transactions without buying or installing new software given the ubiquity of Adobe Reader and Flash® Player software.