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.
This is how Ampleggs Forms can support you
Ampleggs Forms is tailored for financial service providers, but can be easily adapted for any other industry.
Challenges solved in your forms processes by Ampleggs Forms
[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.
Your benefits with Ampleggs Forms
via Adobe Sign
Integrate legally binding digital signatures into your forms processes. Adobe Sign is a world-leading and recognized signature solution that integrates natively with Adobe Experience Manager. Give your customers a unique form experience across all of their devices, create a printable and signable version of your forms in the "Verify Step", and let your customers sign them digitally.
with Ampleggs Interactive Communications
Create personalized customer letters with Ampleggs Interactive Communications so that you can deliver them either in a printed form (PDF) or as HTML content through your online channels e.g. your app, online customer portal, or via email.
Personalization with Adobe Target
Deliver relevant content to your target audiences based on their data and behavior
Give your visitors more than just a static, typical experience. Develop unique experiences tailored to their specific needs and desires. With Adobe Target, you can personalize your website and deliver customized experiences to your visitors based on user and behavioral data. In this next step of your project, we develop initial joint test definitions and test plans in Adobe Target and define your roadmap for future optimizations.
Mobile First Forms
Adaptive Forms by Adobe
Create adaptive forms based on a generic form toolkit in an intuitive web interface that can be optimally displayed on every device. Forms can be filled out at any time, on any device, and from any location.
If a user doesn’t have all the data they need at hand - no problem - they can save the form as draft and complete it later, even on any of their other devices.
Compliance with Guidelines
Compliance is an important topic in the financial services industry. Our solution supports this issue in many aspects:
- When was which form online? Our Ampleggs Forms solution works with a timeline and versioning
- Forms are created on the basis of a generic form toolkit. The form creation process is more traceable and is supported by workflows and approvals
- The solution generates so-called Document of Record PDFs from completed forms, which can be archived and printed
- All generated documents can be converted into long-term archivable (LTV) file formats (e.g. PDF/A)
- Certificates can be applied to generated documents and thus are protected against manipulation
People buy Experiences
Companies compete for customers’ hearts and minds. They aim to exceed customer expectations at every touchpoint of their customers’ journey.
Integrate forms into an overarching customer experience. Ideally, customers don't even realize they're actually filling out a form....
Processes and workflows
Approval of Applications
The Ampleggs’ solution includes a workflow tool for approvals, queries and escalations. Our digital form solution provides an integrated feedback channel from task management of the financial services organization to the completed form of the applicant. If any mistakes are identified, the applicant can be sent an email with a deep link to their incomplete form, where they can easily correct any errors and resubmit their application - including their own personalized digital signature.
Central form administration
Form management in your online portal
- Central management of all of your forms in your form portal
- Works for 10, 100 or even +1,000 forms
- Full text search and filter function for the fast retrieval of your forms
Ampleggs Forms (Banking Digital) wins the Adobe "Best Solution - Technical Readiness" category
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