Forms are one of the most important interfaces between customers and their banks, as well as, with other organizations in the financial services industry
Whether via web, mobile, app or portal, customers are often just a mouse click away, but don't convert via the form. Or they've been waiting for a written response for days - and it doesn't come. Or it comes too late.
Forms are critical in the FSI industry, as they are one of the most important touchpoints with customers and prospects. However, a classic form process doesn’t just begin with filling out a form. It begins earlier and doesn’t end with the form data transmission.
Ampleggs Forms is a digital end-to-end form solution for the financial sector
With Ampleggs Forms, we make form-based processes at the customer interface smarter, faster and simpler. Our Adobe accredited solution enables financial service providers to create new forms in a guided and auditable way. The form creation process is documented and versioned, and form authors are able to create new forms based on a generic form toolkit.
All of your forms can be managed centrally in your forms portal. Customers and prospects can quickly find the right form using a search and filter function. Forms can be enhanced with Adobe Target for personalization and A/B testing to improve your customer experience and conversion rates. Ampleggs Forms provide your customers with an outstanding customer experience on all of their devices and can be digitally signed with Adobe Sign. Their incomplete forms can be saved as a draft and completed later, even on a different device.
The Ampleggs Forms solution includes a workflow tool for application approval processes. If a clerk at your financial services company detects an error in an application form, they can inform the applicant of this within the form process. The Ampleggs Forms solution provides an integrated feedback channel from your task management system to your applicant's completed form. The applicant receives an email with a deep link to their completed form, where they can quickly and easily correct their error and resubmit their application - including their personal digital signature.
Once their application has been approved, Interactive Communications is used to create a personalized cover letter for the applicant, which can be delivered in printed form (PDF) or as HTML content via your online channels either in your app or customer portal or by email.
Ampleggs Forms supports FSI organizations throughout their entire form processes. From the creation of their forms, throughout their entire form workflow and task management, up to the written response to their applicants and beyond.
Ampleggs Forms is tailored for financial service providers, but can be easily adapted for any other industry.
[Signatures] Digital signatures are unavailable on your current forms
[Consistency] Different systems for generating customer communications, one for print and often another for online channels.
[Customer Experience] Mobile forms often offer poor user experiences - and don’t have the same feature set in comparison to desktop or PDF forms. Additionally, integrated forms aren’t often provided to customers and therefore unable to provide them with higher levels of their own personal and individual customer experience.
[Compliance] Banks and FSI regulations require an auditable and compliant form creation process, moreover it is necessary to be able to identify when each form was online - and which version status it had.
[Responsibilities] Often there isn’t a centrally regulated form management system.
This is what Martin Buchmann from Adobe says:
"eggs unimedia is a long-standing partner that works very closely with product development and innovation around Adobe Experience Manager Forms technology. In project work, eggs unimedia has always taken a problem-oriented and customer-focused approach to quickly realize demonstrable improvements in business processes. The Ampleggs Forms (Banking Digital) solution convinced us at Adobe, because eggs' technical expertise in the area of financial services has been incorporated into their solution, and the Ampleggs Forms solution supports a variety of FSI areas, such as customer interfaces, service agents, workflows, and financial service industry IT in general."
Martin Buchmann, Partner Innovation Lead EMEA, Adobe