How FCI Improved Client Enrollment with Dynamic PDF Generation and E-signatures
Financial Credit Inc. is a leader in debt consolidation services, helping consumers take control of their financial future with credit counseling, debt consolidation, and financial education. When they started using Logiforms to manage their client enrollment, they made the company’s operations substantially more efficient and effective.
- Website www.fsi.com
- Employees 50
- Industry Financial Services
- Contact Robert Choe
With Logiforms, we were able to merge multiple PDF documents into a final agreement and then get it e-signed in real time. We've been able to streamline our entire process.
Robert Choe
Financial Credit, Inc.
Challenge
Financial Credit, Inc. needed a way to streamline their client enrollment process. This onboarding process produced a series of PDFs that needed to be filled in, signed, and then faxed back by the client. Their manual document handling process was time-consuming and cumbersome. The firm sought to increase the productivity of their sales team through automation of the document preparation tasks required for onboarding. This type of client enrollment process is a perfect fit for implementation using Logiforms.
Solution
Financial Credit, Inc. used Logiforms to create a series of multi-page forms augmented with smart conditional branching, PDF generation, and electronic signatures.
“We tried other form design tools, but none of them were flexible enough to create the type of forms we needed. With Logiforms, we were able to capture all the information necessary to populate our Financial Services Agreements.”Robert Choe,
These forms could be filled out by their customers or the firm’s credit service agents. The Logiforms’ solution streamlined the Financial Services data collection process and implemented document workflow that conditionally merged multiple PDF documents into a final agreement. Without the need for programming, FSI’s staff produced a system that personalized documents for each client then presented the Financial Services Agreement for electronic signature through Adobe Esign.
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Multi-Column Form Layout. Design forms with unparalleled flexibility
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Populate PDF forms and Route for signature with Adobe Sign. Using dynamic PDF document generation and collecting electronic signatures, Financial Credit, Inc. automated its client enrollment process and enabled its team to close more sales daily.
Results
FCI transformed their application and enrollment functions into a paperless process. It improved efficiency by automating the company’s data collection and document workflow. Sales grew by a far higher margin than the staff had anticipated. The Logiforms’ application similarly improved the customer experience.
“The entire enrollment process is streamlined,” said Robert. “The PDFs are automatically generated; electronic signatures are collected in real time. Before we implemented the Logiforms’ solution, each application required 1.5 hours of employee time. Now we have it down to 20 minutes per application! Our sales team is closing more sales every day.”
Logiforms has been a God-send to us. We've cut our enrollment time by more than half.
Robert Choe
Financial Credit, Inc.
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