Case Study · Software & Compliance
SignTech — From Pain Points to AI-Enabled Journeys
We streamlined forms, integrated CRM and analytics, and automated workflows to reduce costs and speed up resolutions.
30
Faster resolutions
1
Annual cost savings
3
Faster reporting
The Challenge
Disjointed customer journeys were driving up costs and frustrating users across every channel.
- Journeys were fragmented across web, mobile, and assisted channels, making every submission feel different.
- Manual workflows created delays, errors, and high operational effort for every form update.
- Teams had to re-enter the same data across systems, introducing risk and compliance headaches.
- Leaders lacked real-time visibility into journey performance, bottlenecks, and outcomes.
Our Solution
We applied our workshop-led methodology to map every friction point, then delivered four AI-enabled pillars that reshaped SignTech’s journeys.
Natural language capture and validation removed form friction, guiding customers through effortless submissions.
Repetitive back-office steps were automated, freeing advisors to focus on high-value conversations.
Unified data flowed into CRM and dashboards, unlocking real-time observability for every journey.
Web, mobile, and support channels now share the same experience — with handoffs that feel seamless for customers.
The Impact
The results were tangible, measurable, and visible to the board within weeks of go-live.
30
Faster resolution times
1
Annual savings unlocked
3
Reporting speed increase
- 30% faster resolution times across every customer journey.
- Significant cost savings by automating manual workflow steps and approvals.
- Higher CSAT scores as journeys became simpler, clearer, and easier to complete.
- An AI-ready knowledge base that positions SignTech for future growth and scale.
“The partnership didn’t just solve our pain points — it positioned us for growth.”
Operations Lead, SignTech
Related Links
FAQs
Expert answers to the most common questions leaders asked during the SignTech engagement.
AI streamlined data capture, validated entries instantly, and guided users through journeys without the back-and-forth that slowed teams down.
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