Lightico for Your Self Serve Channels
Empower customers to complete forms, eSignatures, payments and submit documents directly through your website, mobile app, portal or IVR - anytime.
Automate Customer Processes For Easy Self-Service
Embed customized workflows on your website, app, portal or IVR, so customers can complete sales and service requests quickly, securely, instantly and independently. With Lightico, workflows can be implemented to automate the collection of information, invoices and documents needed for amendments, consent and payouts.
Common Use Cases
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Customer Service Requests
Ensure all service requests are solved efficiently and easily at the customers’ convenience from their chosen channel, anytime. Whether customers need to simply change their address or modify their loan repayments, all related paperwork can be completed simply and securely by customers from their computer or cell phone.
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Complete Applications & Sales Processes
Improve sales and onboarding efficiency and reduce costs by automating application and onboarding processes via your website, mobile app, portal or IVR. Free up sales staff from administrative burden by automating the collection of forms, signatures, documents and payments from the customer’s chosen channel.
Completion Rates
NPS
Benefits
Omnichannel
Embed Lightico’s capabilities within all your self-serve customer touchpoints - on your website, IVR, Alexa, POS devices and more so customers complete sales and service processes instantly & independently.
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Integrated
Lightico can be quickly and easily integrated into your existing workflows, CRM, agent toolbars and third-party business applications using our API. The solution can be white-labeled with your brand for a seamless customer experience.
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Anytime, Anywhere
Enable customers to complete, sign and sign forms, provide ID and documents and make payments on any device, at any time, as easily as sending a text message.
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Automated Workflows
Automated dynamic workflows and conditional logic ensure that the correct forms and document requests are sent to the customer based on their purchase or service need to error, reduce non-compliance risk and simplify processes.
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Intuitive
Lightico’s simple and intuitive interface is optimized for any device. Clear instructions and automated workflows ensure an exceptional customer experience.
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Secure & Compliant
All customer data, documents and completed forms are sent and collected via a secure encrypted session and securely stored on CRM with a complete, time-stamped audit trail.
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Synced with Your CRM & Business Systems
- Lightico integrates with most major CRM, websites, payment gateways, LOS and other systems including Salesforce, Microsoft Dynamics, Amdocs, NICE and more.
- 2-way CRM sync ensures that all data is updated automatically and immediately.
- Lightico’s intuitive interface ensures that customers can easily understand what to do.
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Instant eSignatures, Payments, Document Collection & More
"Great tool to expedite customer service"
The most helpful thing about Lightico is the fast turnaround time, The upside is that you are giving your customer an easy way to respond quickly and efficiently. Lightico has cut work and waiting time as you can send customer forms via text and get them back quickly, very convenient for both parties.
"Great Service and Product"
I love the fact that I can send or request documents from a customer and it is easy to get the documents back in a secured site via text message. Our company switched from Docusign to Lightico, as Lightico is easier and more convenient than Docusign, as the customer can choose between receiving a text message or an email.