Digital disruption continues to redefine the traditional capital markets industry, putting increased pressure on wealth management companies to provide clients and financial advisors with seamless digital experiences across the customer lifecycle. By making interactions easier, faster, and more personalized, with support for online and mobile channels, financial services firms are aiming to elevate their brand and drive loyalty, while improving efficiency. Providing an easy onramp for digital transformation, Intelledox excels as a strategic partner to enable companies to reimagine the customer experience.

The Intelledox Infiniti platform enables banking clients to simplify customer acquisition, onboarding and everyday service interactions through a combination of next-gen forms, experience-driven workflow, and on-demand customer communications management (CCM). These capabilities allow firms to attract and develop long-lasting relationships with their customers, particularly among high-value segments.

As a low-code, browser-based platform, Intelledox Infiniti empowers firms to redefine how information is captured, providing greater self-service capabilities via digital channels while improving completion rates and eliminating the need for Optical Character Recognition (OCR) or data re-entry. Customers can not only open accounts with multiple language support, generate essential documents or confirmations, and gain instant access to additional information, but also complete their transactions swiftly.

Intelledox Infiniti also enables organizations to automate the business processes around customer interactions without requiring IT intervention. Its flexible architecture provides quick connections to core systems like ECM, BPM, CRM, and ERP, so that companies can leverage known data to complete a form or drive workflow. Business executives can design new applications and processes quickly, saving IT costs and accelerating time to market. Clients can implement Infiniti and launch their first application within 4 to 6 weeks, depending on the need for system integrations. The platform is available via private cloud or on premise.