Resources

All the info, guides, and case studies you need to understand digital transformation and how to start your journey today. 

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Top 16 digital transformation trends in insurance in 2022

2022 is going to be a big year for digital transformation projects in the insurance industry. Check out this list of the top 16 trends that will shape the future of insurance!
March 4, 2022
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12 minutes
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Jun 27, 2022

‍Solving the issue of customer data intake in mortgage servicing

Personalized digital journeys improve customer data intake, facilitate mortgage servicing, and improve customer experience. 
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8 minutes
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Jun 22, 2022

How to streamline your credit union's new member onboarding process

he onboarding process is critical to the success of your credit union. Here are 11 key things you can do to streamline the credit union onboarding process and make it more efficient.
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5 minutes
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Jun 21, 2022

‍Mapping out customer journeys in insurance for better customer experience

The journey customers take before, during, and after the sales process should be considered to create a seamless experience. Here's how insurers can look at their digital strategy through the lens of customer journeys.
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8 minutes
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Jun 21, 2022

7 benefits of digital data intake journeys for customer data collection in insurance

Digital data intake can be a gamechanger for insurance providers. These are the top 7 benefits you will gain with digital customer data collection.
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5 minutes
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Jun 16, 2022

Why design thinking is essential for digital transformation in insurance

Design thinking is a customer-centric approach that can help insurers to stay ahead of the curve and remain relevant in a rapidly changing digital world. 
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6 minutes
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Jun 15, 2022

Why data integration is key to the digital experience in insurance

Data integration plays a key role in digital transformation in insurance. The first step for insurers is digitizing customer data intake.
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5 minutes
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Jun 14, 2022

Solving the issue of customer data intake in loan servicing

The benefits of digital data intake are for loan servicing are too great to ignore, and with the right solution in place, digital data intake can be a game-changer.
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7 minutes
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Jun 13, 2022

How 4 insurers are driving customer engagement with digital data intake

Learn how four leading insurance companies are using digital data intake to increase efficiency, reduce costs and improve the experience for their customers.
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10 minutes
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Jun 7, 2022

Tesla vs. the Insurance Industry: how auto insurers can avoid the fate of the dinosaurs

The future of insurance is digital, data-driven, and customer-centric. Tesla has already shown us the way; it's time for the rest of the industry to follow suit.
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5 minutes
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Jun 1, 2022

The importance of digital journey mapping for improving customer experience in banking

Digital transformation in banking is a journey, and digital journey mapping can be an invaluable tool to help you meet your goals.
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May 31, 2022

Why digital intake solutions are the key to successful automation in insurance

Learn how digital data intake can help your insurance company boost efficiency and improve customer experience.
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May 30, 2022

Is a typed signature legally binding? And other questions

Learn about the legality of typed signatures, the different ways they can be used, and why they're so important for digital customer journeys.
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7 minutes
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May 29, 2022

Easy new member onboarding is crucial for the survival of credit unions

Credit Unions can create a simple, fast onboarding process using smart digital journeys, creating strong relationships with new members from the get-go.
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9 minutes
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May 25, 2022

How to improve the insurance policy renewal process

Policy renewal process doesn’t have to be a pain. By making it easy for policyholders to renew their policy online, you'll boost customer retention and reduce operational costs.
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5 minutes
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May 24, 2022

Why are neobanks popular and how traditional banks can catch up 

Wondering why neobanks are popular? We explain where they outperform traditional banks and what banks can do to keep up.
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7 minutes
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May 19, 2022

Making RPA, BPA, and workflow automation work by digitizing front-end customer input

In order to automate their back-end processes, many businesses overlook the importance of automating the intake of customer data. Here we'll show you how to do it using customer data intake journeys
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May 17, 2022

How to convert a PDF form into digital experience: step-by-step guide

Converting your customer data intake forms from PDFs to digital experiences can be an overwhelming process. Here's our simple, 5-step process for making it painless.
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May 12, 2022

Insurance trends: plain language policies

The insurance industry trends are clear—plain language policy is key to keeping customers happy and even to selling more.
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6 minutes
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May 11, 2022

Top UX trends in banking for 2022

Banking in 2022 is all about the user experience. What are the banking US trends we can expect in 2022?
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7 minutes
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May 5, 2022

Frustrated with PDF forms? So are your customers!

PDF forms as a method of customer data collection in insurance have many limitations. In order to provide a better experience for your customers, it's time to consider other options.
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6 minutes
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May 4, 2022

Here’s how bad UX is hurting your insurance company’s bottom line

Do your insurance company’s website and online services suffer from bad UX? It might be losing you thousands in revenue - per customer. Here's how to fix it. 
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Apr 27, 2022

Where are the growth opportunities for intelligent automation in insurance?

To take full advantage of the growth opportunities of automation in insurance, insurers must solve the problems stemming from manual customer data collection
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Apr 25, 2022

How to accelerate your digital transformation plans from 5 years to 3 months

Learn how you can drastically reduce the time it takes to complete your digital transformation projects with the help of some innovative technologies and solutions.
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7 minutes
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Apr 25, 2022

Solving the UX challenges in insurance and banking

Solving the UX challenges in insurance and banking demands an uncompromising focus on customer experience
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7 minutes
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Apr 21, 2022

How can midsize banks offer a digital experience that competes with the big players?

Taking a customer-centric approach and investing in innovative technologies will help midsize banks offer a digital experience that meets the needs of today’s consumers and keeps pace with the big players.
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5 minutes
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Apr 20, 2022

‍11 quick tips to improve user experience of the insurance websites

Here are 11 tips from EasySend’s team to help improve the UX/UI of your insurance website and make it stand out from the rest
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5 minutes
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Apr 19, 2022

4 keys to delighting banking customers with a digital-first approach

How can banks recalibrate their customer experience (CX) to be digital-first? Concentrate on these 4 key areas.
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7 minutes
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Apr 15, 2022

Lessons learned from Chipotle’s human-centric approach to digital transformation

Chipotle’s successful digital transformation demonstrates how strategic use of technology can improve customer experience
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6 minutes
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Apr 14, 2022

4 digital transformation success factors banking and insurance businesses can't afford to ignore

Digital transformation in banking and insurance is critical, but more often than not, it fails. Discover the keys to success in our new blog.
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Apr 13, 2022

Enterprise digital transformation: trends in mobile banking

As banking goes digital, mobile banking trends are putting customer experience at the forefront of innovation.
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Apr 6, 2022

Digital transformation success stories: Guardian Life

Guardian Life’s successful digital transformation journey helped the company speed up time-to-market, enabling fast, agile, and flexible deployment of new features and products, allowing Guardian to become highly competitive while maintaining its market leader position.
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8 minutes
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Apr 5, 2022

Assess your organization's digital maturity with this 10 step checklist

By assessing your digital maturity, you can identify the areas where you need to improve and take the necessary steps to get there.
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5 minutes
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Apr 4, 2022

How to pitch a no-code platform to your CIO: a guide for the overworked head of IT

We’ve put together tips to make a perfect pitch that will help get your CIO on board with adopting a no-code platform.
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7 minutes
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Mar 29, 2022

Webinar recap: how VGM achieved their 5-year digital transformation plan in 3 months with EasySend

In our latest webinar, we discussed how VGM achieved its 5-year digital transformation plan in 3 months, utilizing EasySend's platform as one of the driving forces behind that success. 
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5 minutes
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Mar 24, 2022

No-code platform vs coding from scratch: how to make the right decision for your next digital transformation project

Let’s take a closer look at three ways to tackle any digital transformation project: code from scratch, use a no-code platform, or off-the-shelf software.
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6 minutes
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Mar 23, 2022

7 steps to a user-friendly sales process in insurance and banking

Your customers expect an outstanding customer experience and won’t settle for less. These 7 easy steps can improve your sales UX in insurance and banking.
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Mar 17, 2022

Document management systems vs digital journey platforms

Document management systems and digital journey platforms: what they have in common and where they differ
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6 minutes
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Mar 16, 2022

6 reasons why you should consider a no-code platform for your next digital transformation project

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Organizations can now deliver better customer experiences without investing enormous resources—it’s the no-code revolution.
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Mar 10, 2022

Why great UX matters for internal processes and operational efficiency

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Internal processes are a critical part of any business, and it is essential to make sure they are as user-friendly as possible.
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6 minutes
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Mar 8, 2022

ROI of claim intake tools: PDfs vs web forms vs digital journeys

Let's break down the ROI of digital transformation for insurance companies by comparing the operational costs of claim intake with PDFs, simple web forms, and user-friendly digital journeys.
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Mar 3, 2022

Common pitfalls of banking modernization and how to avoid them

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Banks are under pressure to digitally transform operations. We outline the common pitfalls and offer guidance to help get through it
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Feb 28, 2022

Get more done with less: a guide to no-code for insurance CIOs

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See how no-code/low-code development approaches can help Insurance CIOs answer some of their toughest business challenges.
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11 minutes
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Feb 24, 2022

Insurance CIO guide to technology trends for 2022

The right tools can help insurers prepare for technology trends in the insurance industry. The most important tool may not be what you expect. 
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6 minutes
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Feb 22, 2022

What do digitally mature insurance organizations do differently, and how to catch up

Digital maturity is not about focusing on the technology but understanding how it works for your business and gaining insights from your customers to make better decisions.
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9 minutes
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Feb 17, 2022

The power of UX: making the complex simple

In this insightful interview with Vitaly Friedman, the creative lead at Smashing Media, we will dive into the intersection of the world of UX and the one thing you wouldn’t associate with great customer experience: forms and insurance paperwork.
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13 minutes
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Feb 15, 2022

‍How to become a digital leader in the insurance industry

Two elements are key for leaders looking to ignite an insurance digital transformation: customer-facing development and no-code platforms.
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6 minutes
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Feb 10, 2022

The ROI of a customer journey transformation for financial institutions

Not all digital customer journey digitization initiatives will provide an ROI for financial institutions. Here are some factors to consider.
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7 minutes
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Feb 6, 2022

Top 10 areas for digital disruption in banking: exciting opportunities ahead!

Consumer behavior is changing, and banks are under pressure to keep up. In this blog post, we will explore top 10 areas for digital disruption in banking.
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Feb 3, 2022

Compliance and KYC digital trends in banking 

Banks can approach their risk and compliance strategy as an opportunity to deliver a better customer experience while cutting costs and reducing risks. 
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7 minutes
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Jan 31, 2022

5 key elements of the insurance digital experience

Customers expect seamless experiences in their insurance interactions across all channels in today's digital age. Are you ready to rethink digital experience in insurance? Here are 5 key areas to focus on.
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Jan 27, 2022

Ten reasons why insurers should make the switch to digital FNOL

Digital First Notices of Loss (FNOL) is the first step in this journey to digital claims experience, and as such is a crucial part of the claims process. Here are 10 reasons why digital FNOL is the future of claims interactions.
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Jan 20, 2022

What do healthcare CIOs need to know about digital journeys?

Healthcare providers today are focused on creating a customer-centric digital journey. CIOs can play a key role with the right strategies and tools.
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7 minutes
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Jan 18, 2022

Real estate eSignatures 101: everything you need to know

Learn about real estate eSignature and how it can benefit your business. This article provides all the information you will need in order to make an informed decision.
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7 minutes
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Jan 10, 2022

11 ways digital journeys boost ROI of digital transformation in insurance

Financial services companies can leverage the power and insights from digital journeys to improve customer experience, build strong competitive advantages, and outpace the industry.
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Jan 6, 2022

Break into a career in tech: why becoming a digital experience specialist is an excellent springboard to get you started

Looking to break into a career in tech? Look no further than the role of digital experience specialist. A DX career path is a great way to start your high-tech journey, as it provides you with the opportunity to learn valuable skills and grow your experience.
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Dec 29, 2021

Digital banking trends: get ready for 2022

To stay ahead of the competition in digital banking, it’s important to understand where your industry is heading. Here are 11 trends that will transform the way consumers interact with financial institutions in the next five years.
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Dec 21, 2021

2021 year in review: UX trends in digital insurance

In 2021, there have been several breakthroughs in insurance UX that will define our digital future. What are some of those key developments? Let's explore them below!
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Dec 14, 2021

16 tips to improve digital claims experience in insurance

Find out what you can do today to improve the insurance claims experience for your customers. These tips will reduce friction and help ensure a positive customer service experience.
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9 minutes
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Nov 29, 2021

How to boost real estate customer experience with digital customer journeys

There’s a massive shift in the real estate industry as digital customer journeys are becoming more and more important.
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Nov 25, 2021

Customer experience: creating value by transforming customer journeys in 2022

This blog post shares advice from top UX advice from EasySend experts for building customer journeys in insurance, banking, and financial industries
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Nov 24, 2021

How banking CIOs can create more digital customers in 2022

The role of CIO is changing into a driver for innovative strategies, expanding into new digital channels and services and creating a seamless customer experience.
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6 minutes
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Nov 23, 2021

Why user experience is key to growth in insurance, banking, and financial services

Robust user experience is essential for insurance, banking, and financial services firms to flourish. In these competitive industries, businesses that focus on digital user experience will outperform those that don't.
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8 minutes
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Nov 16, 2021

How we raised over $71.5M in two years, or why the emerging no-code digital journeys market is primed for explosive growth

EasySend has just announced a Series B funding round, bringing the total amount raised to date to $71.5M. 
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Nov 16, 2021

No-code is inevitable: how we found a gap in the market that got us $71.5M in funding

EasySend have raised a $55.5 million Series B funding round, bringing the total amount raised to date to $71.5M. 
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Nov 15, 2021

Reinventing paperwork as a revenue generation tool: 5 steps that work

For decades, paperwork has been treated as a necessary evil. Finally, solutions are available that are capable of transforming paperwork into digital journeys.
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Nov 10, 2021

The evolution of paperwork in insurance: from paper to PDF to digital journeys

Any business that has to collect data and signatures from customers can significantly improve processes, productivity, and reduce costs by moving away from paper-based documentation to fully digital experiences.
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5 minutes
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Nov 8, 2021

18 digital transformation trends in real estate to watch out for in 2022

As the real estate industry continues to adapt to the digital age, it is important for companies to keep up with these trends in order to stay relevant. Here are 18 ways that digital transformation will impact the future of real estate.
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Nov 4, 2021

EasySend has saved over 50,000 trees (and counting)

Paperless transformation of financial enterprises is here. Learn how you can get started with digitalization and go paperless today!
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5 minutes
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Oct 27, 2021

The technology trap: why some "digital" tools end up holding back your digital transformation

Beware: going digital isn’t just something that happens once – it is an ongoing process that never ends.
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Oct 18, 2021

How financial service organizations can boost revenues with digital journeys in 2022

Financial services companies that want to boost their revenue should consider creating a compelling digital experiences across multiple digital touchpoints. Here's how it works and what you need to know.
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Oct 11, 2021

From zero to paperless powerhouse in one week: an impossible dream?

The business community has been talking about going paperless since 1975. If it was going to happen, wouldn’t businesses be paperless by now?
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Oct 10, 2021

The digital disruption in insurance: How the role of a CIO has changed

Find out how big data, social media, mobile technology and other disruptive forces are changing the role of chief information officers (CIOs)
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6 minutes
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Oct 4, 2021

Everyone hates paperwork so why is it so difficult to get rid of it?

It doesn’t matter if it’s paper or digital, paperwork seems to be a necessary evil of doing business in insurance, banking and financial services sectors. If everyone hates paperwork, why is there so much of it? 
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Oct 4, 2021

Powerful women in tech: 15 amazing women changing the world

These are some of the most influential women transforming insurance. See how they're making a difference to our industry!
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Oct 1, 2021

How Bank Leumi launched a self-service digital mortgage process and reduced approval time from days to hours, resulting in a 500% increase in sales

Read about how Bank Leumi, the largest bank in Israel, introduced self-service digital mortgage process with EasySend resulting in a 500% increase in sales.
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Sep 11, 2021

Connecting the dots: the difference the right platform can make

Today, we are seeing another paradigm shift in digital technology. In the platform age, technology and business functions become indistinguishable. Technology no longer supports business, it in many ways becomes the business.
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Aug 31, 2021

The acceleration of digital use cases as a result of COVID-19

Read this article on how COVID-19 has accelerated the adoption and implementation of digital use cases.
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Jul 27, 2021

Top digital transformation buzzwords you should know

The digital world is constantly evolving, with new digital transformation terms and buzzwords being introduced all the time. It can be overwhelming trying to keep up with all of the fast pace digital advancements taking place in the world but knowing these top digital transformation buzzwords will help you stay on top.
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Jul 14, 2021

Multiexperience development: the future for creating digital customer journeys

As multichannel experiences become more common, organizations will need to focus on developing multiexperience customer journeys that span across touchpoints. Learn how enterprises can create seamless cross-channel experiences.
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8 minutes
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Jul 3, 2021

What are AI no-code platforms and how are they transforming digital customer experience

See how no code platforms can help you build your digital customer experience. Discover the three key components of a digital transformation - its people, processes and technology – plus why all three must work together to deliver true value.
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May 27, 2021

Nürnberger: offering flexibility in times of uncertainty

Acting fast and offering flexibility in times of uncertainty.
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May 27, 2021

Real Garant by Zurich: closing contracts in weeks and impacting the bottom line

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Closing contracts in weeks and impacting the bottom line.
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May 26, 2021

6 warning signs that indicate it’s time to re-engage your customers: a no-code guide for insurers

As insurers explore ways to improve their customer experience and digital transformation, they must be aware of these six warning signs that indicate it might be time to re-engage with customers.
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May 23, 2021

9 tips to optimizing digital customer journeys for financial institutions

Uncover the top 9 tips to optimizing digital customer journeys for financial institutions and why it is crucial to implement them for your organization's success today.
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8 minutes
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May 13, 2021

How financial services can manage customer experience better in the digital age

It is crucial for enterprises today to quickly transform their digital experiences; See how financial services can manage customer experience better in the digital age.
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9 minutes
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May 6, 2021

Why digital customer journeys are key to boosting customer engagement in insurance

What are digital customer journeys and why they are the key to boosting customer engagement in insurance?
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8 minutes
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Apr 29, 2021

Solving the digital transformation challenges in financial services

Learn how to solve the digital transformation challenges in financial services and how to implement critical initiatives to achieve a successful digital transformation for your company.
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7 minutes
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Apr 22, 2021

Top reasons to transform digital customer journey in insurance

Discover the top reasons to transform your digital customer journey in insurance as the widespread digital disruption is notoriously shifting customer preferences and quality more than ever before.
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8 minutes
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Apr 14, 2021

Why PDF forms are incompatible with excellent customer experience

If you are still sending your customers PDF forms to sign, you need to check out why PDF forms are incompatible with the excellent customer experience and how to create digital customer journeys instead!
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9 minutes
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Apr 8, 2021

Lowering the cost of sales in the insurance industry

Lowering the cost of sales in the insurance industry can be challenging, but here are some critical tips on successfully doing so.
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7 minutes
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Apr 1, 2021

10 ways to onboard and serve customers faster and better in 2021

Prioritizing customer experience at every end of the journey has become increasingly important in the digital age. Let's dive in to the 10 best ways to onboard and serve customers faster and better in 2021.
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10 minutes
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Mar 25, 2021

5 ways digital transformation in financial services drives better customer experience

By improving customer experience, your financial services organization is likely to boost customer satisfaction, increase sales, expand customer relationships, increase retention, positively impact the bottom line, and more. Check out the top 5 ways digital transformation drives a better customer experience in financial services.
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11 minutes
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Mar 21, 2021

7 steps to building your digital transformation strategy

However, the recent market shifts spurred by the COVID19 pandemic have significantly accelerated the ongoing digital transformation trends. In order to become a driving force in the new age of technology we have compiled the top 7 steps to building your digital transformation strategy.
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9 minutes
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Mar 11, 2021

Digital customer journeys with eSignatures: the roadmap to digital transformation in financial services

Discover how digital customer journeys with eSignatures are the roadmap to digital transformation in financial services providing efficiency and an end-to-end digital transformation.
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10 minutes
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Feb 25, 2021

Digital data intake methods: distinguishing between eForms and digital customer journeys

As the digital world constantly evolves creating a superior customer experience can become costly and challenging but digital customer journeys can make it easier. Here is how to distinguish between eForms and digital customer journeys.
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9 minutes
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Feb 24, 2021

How Real Garant shortened its sales onboarding process

Real Garant’s new digital B2B onboarding process has reduced the time needed to just a few weeks, making the onboarding results quicker, agile and more responsive.
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3 minutes
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Feb 16, 2021

Meeting the global demand for digital self-service in insurance with no-code development tools

Today's digital customers expects a seamless and personalized experience. Here are ways you can improve your overall consumer experience and start meeting the global demand for digital self-service in insurance with no-code development tools.
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8 minutes
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Feb 9, 2021

eSignatures: the first step to automating paperwork in insurance

Nobody enjoys filling out paperwork, but it seems to be a necessary step in the insurance and financial services industries. We have proven it doesn't have to be. Cut out manual processes with eSignatures, the first step to automating paperwork in insurance.
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9 minutes
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Feb 8, 2021

Expert interview series: The evolving IT management space

We had the opportunity to interview Mark Settle, a former CIO and book author to gain insights on the current IT management space. Settle shares some intriguing thoughts and suggestions for IT.
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6 minutes
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Jan 28, 2021

Tying the customer journey in insurance together: from onboarding to policy renewals

Learn how to create a seamless, cohesive customer journey in your insurance company. Different parts of the customer experience are often siloed, but they don't have to be!
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8 minutes
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VGMEasysend Logo White
Customer story
Aug 1, 2021

VGM

Achieving a five-year digital plan in three months.
Real Garant by ZurichEasysend Logo White
Customer story
May 27, 2021

Real Garant by Zurich

Closing contracts in weeks and impacting the bottom line.
NürnbergerEasysend Logo White
Customer story
May 27, 2021

Nürnberger

Acting fast and offering flexibility in times of uncertainty.
MeridioEasysend Logo White
Customer story

Meridio

Supporting 50 states with one dynamic journey.
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