eGEN Beyond Forms
Financial service front line processes are mostly about data capture from clients. These have traditionally been done using multi-part paper forms requiring handwritten completion. Evolutions have transformed some of these forms into electronic screens or pdf data capture processes. The typical advisor redundantly creates up to twenty forms per each client initiation or update process. These multiple captures are inconsistent, unintuitive, and lack intelligence. This results in many not-in-good-order errors that create much rework multiple times.
In our surveys, advisors are less concerned about data feeds as they are about reducing the data capture headache. They want to enter data once with system guidance and let the specialized data capture system validate, integrate, and distribute the captured information to all other destinations including to forms, documents, and systems. Yes, completed and pre-validated forms can be an output of intelligent data capture for multi-purposes!
With eGen Beyond Forms, OPUGEN rapidly develops a unified electronic data capture that is customized to the specific needs of each firm after examining the source and destination of each unique data element across all of the firm's practices and systems. Messaging capabilities work in the background to ensure all common data is syncronized between CRM, Planning Tools, Back Office, and to the product companies. eGEN handles the mapping and formats needed by each source and destination proviidng the adviosr with a single consistent interface without the complexity. The eGEN philosophy is capture once and deploy many times. Your advisors will love you for going Beyond Forms.