Customer Lifecycle Management is an EDM Paperless solution that automates and manages the customer experience from first contact, through opening an account to change of details and bereavement processing.

Each process can be easily customised and developed to the way you work. Process automation removes 50% to 70% of the manual work involved in a process and generally the mundane activities, freeing up your knowledge workers to spend more time dealing with customers and decision making.

The processes can be integrated with multiple systems such as your CRM system for prospect handling and contact log updates and your Account Management system for account opening and change of details.  Our BPM technology has a number of connectors for integration with both modern and legacy systems.

Where a process involves documents, these are captured and handled in context throughout the process as electronic assets. Any outgoing communications can be generated by the process and all documents are stored both during operation and as an archive after the process is complete.

Key Customer Lifecycle Processes