Leading Tier One Global Bank Selects Intelledox Infiniti Platform for Automation of Client Onboarding and Servicing

Global digital transformation firm, Intelledox, has been selected by one of the world’s leading global banks to automate their client onboarding and account servicing of private wealth management clients using the Infiniti Adaptive Engagement platform.

Infiniti was chosen in a competitive response for its ability to collect customer data, support customer communications across channels and languages and integrate rapidly with existing in-house and external applications, including DocuSign. The platform will improve customer experience for financial advisors, internal operations and wealth management clients in both real-time and batch processes.

Rodney Frye, President, Intelledox, Inc. said, “We are delighted that this prestigious private wealth management firm has chosen Intelledox to further strengthen its processes and support its rapidly growing business. We look forward to helping them improve their customer engagement and exceeding their goals and expectations. In today’s increasingly competitive business world, organizations need agile business processes to adapt to change and drive profitability. The work we will be delivering will enable the firm to focus on its core business as well as improve process efficiency and reduce operational costs.”

Used by leading financial organizations around the globe, Infiniti empowers business users to develop, deploy, and manage engaging customer-facing applications that deliver an enriched customer experience. Learn more about Intelledox’s solutions for Financial Services & Insurance organizations.