Interactive Softworks, a developer of software solutions that provide..."/> Interactive Softworks’ Metaphor On-Boarding Provides Complete, Automated Process for Signing New Customers and Partners
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Interactive Softworks’ Metaphor On-Boarding Provides Complete, Automated Process for Signing New Customers and Partners


Solution enables financial services companies to improve on-boarding process, saving time and decreasing costs, while improving customer experience

Interactive Softworks, a developer of software solutions that provide smarter customer interactions, announced today the availability of its Metaphor On-Boarding solution for financial services companies.

ebizQ received the following:

Metaphor On-Boarding streamlines and standardizes the often inefficient and fragmented process of signing up new customers and partners by allowing users to automate previously manual processes, saving time and eliminating costly errors, while also improving the customer experience.

Metaphor On-Boarding provides a smooth end-to-end experience for new customers and partners, beginning with the initial application submission, product options and pricing, back-office approvals and acceptance, all the way to contract acceptance, account activation and provisioning. This solution is designed to kick off the customer interaction with an intuitive and smooth ‘signing up’ process, setting the stage for a satisfactory, long-term customer relationship.

Customers are not asked for the same data multiple times, application times are significantly shortened and customers have the flexibility of checking status in real-time across multiple communication channels. Additionally, companies using Metaphor On-Boarding are able to reduce approval cycle time by as much as 50 percent, and maximize revenue per customer as a result of automated cross-selling and up-selling. Built on Interactive’s customer engagement technology, Metaphor On-Boarding uses powerful Business Process Management (BPM) and user interface generation capabilities to automate processes, integrate back-end and third-party systems, and provide secure access across multiple communication channels. Key features of Metaphor On-Boarding include:

  • Pre-built on-boarding templates with common features and functions that enable quick and cost-effective system implementations;
  • Integration platform that allows for easy, seamless interactions with every type of back-end system and data repository, including COTS, legacy, customer-built, and third-party of affiliate systems;
  • User interfaces for virtually any communication channel, including Web, e-mail, IVR systems, SMS, social media, etc.; and
  • Robust platform that provides for scalability and reliability, allowing for changes to be made in real-time as business needs change.
“Now more than ever, an outstanding customer experience is often the deciding factor in whether or not a customer chooses to do business with a company more than once,” said Brenton Farmer, CEO and co-founder of Interactive Softworks. “Metaphor On-Boarding gives companies a complete on-boarding tool that includes workflow, rich Internet and multi-channel functionality, to provide an efficient on-boarding process that is focused on the customer experience.”

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