Ascendx for Financial Services

Ascendx provides a suite of tools for Financial Services and Insurance including Document Generation, Lead and Case assignment & more.

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USE CASES

Financial Services

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Loan Application Processing and Client Inquiry Handling

Financial institutions can use Ortoo’s solutions to automate and streamline loan application processing and client

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Streamline Agreements

Automate agreeements to securely capture, store, and access customer data.

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Claim Processing and Policy Task Automation

Insurance companies can enhance claim processing and automate policy-related tasks by utilizing Ortoo's Smart

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Increase Compliance

Maintain compliance with digital audit trails and tamper-evident certificates for agreements.

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CUSTOMER STORY

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Ortoo: Email to Anything

  • Key benefits
  • Company
  • About

Insurance Company: Reliance Standard Life

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Enhanced Sales Visibility

Real-time sales insights and inventory accuracy improved by 20%, enabling informed 
decision-making

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Comprehensive Inventory Control

Real-time inventory view and improved speed,resulting in 30% more customer volume processing and 50% faster interactions

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Increased Upselling Opportunities

Streamlined sales process with signature capture, discounts, quotations, and contract pricing

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Efficient Sales Management

Accurate digital invoicing, tax
calculations, and cardpayments managed on file

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Optimized Field
Sales

Mobile integration supports in-store and field sales, capturing customer information on the go

Insurance Company: Reliance Standard Life

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Relience Standart Life Company

Website

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Headquarter

Headquartered in California, USA

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Business

Leading supplier transforming business energy management withcomprehensive, sustainable solutions in solar, storage, and EV charging

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Product

Eposly, a premier Salesforce-based POS solution, centralizesinventory, payments, orders, taxes, discounts, and invoicing. Itoptimizes sales processes for unmatched speed and efficiency

Insurance Company: Reliance Standard Life

$5.1 BN

Revenues

1907

Year of inception

2.4K+

Employees

Insurance

Industry

Jan 2022

Customer since

Ascendx welcomes CapStorm to the portfolio!

Together, with leading data replication platform CapStorm, we’re redefining data control, security, and integrations for Salesforce users.
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