Adaptive Customer Document Management

The ability to access all documents pertinent to a customer relationship enables sales personnel and customer service personnel to have a wealth of information at their fingertips. However, it is critical that the process be efficient, accurate and easy to use so as to enhance customer expectations. Helping Customers

Adaptive Customer Document Management application increases operational efficiency, improves client services and reduces costs by providing an exceptional account management experience. The ability to configure workflows, checklists, questionnaires, forms and business rules delivers a solution that fulfill your exact needs at an affordable price. Some of the highlights include:

  • Contact and Team Member Management
  • Critical Date Management
  • Proactive Reminders and Notifications
  • Document Management
  • Internal Discussions sheltered from the customer
  • Task and Milestone Management
  • Customer Relationship Management

Adaptive Customer Document Management systems can be used standalone or with other content management systems like IBM P8, EMC Documentum and MS Sharepoint. It also supports financial regulatory compliance.