Solution Demo

Future of Finance: Digital Customer Contact Gathering and Paperless Signup

  • Date: June 13th, 2024 at 10:00am PST

Learn how automation simplifies the onboarding and paperless enrollment process for financial services companies with interactive, digital self-service that significantly reduces turnaround times and costs, accelerates onboarding times, and improves financial well-being. Join us for a live demo of the Ushur Customer Experience AutomationTM platform and see how to bring intelligent automation directly to your customer experiences to securely, proactively, and efficiently communicate with customers. 

Attendees will see a live demo of:

  • Gathering of critical Know Your Customer (KYC) information and preferences
  • Enrolling customers to receive e-statements in preferred communications channels
  • Other areas where digital self-service deliver strong value
  • Rapidly testing and iterating to continuously improve results