Engaging Today's Customer is devoted to helping financial services firms create competitive advantage by delivering differentiated products and services to customers. Visit often for useful information tailored specifically to banks, insurers and capital markets firms.
Engage Beyond the Enterprise with Adobe® LiveCycle® Enterprise Suite
Find out how Allianz, a leading German insurance company, streamlined customer services using Adobe® Acrobat® Professional software and Adobe PDF forms for instant estimates and presentations.
Take a Tour: Adobe LiveCycle Enterprise Suite >
Revolutionizing how the world engages with ideas & information
Featured Whitepapers
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Interactive, online applications increase agent productivity
Learn how to streamline processes to give agents and advisors more client face time and boost productivity.
Read the complete whitepaper »
Featured Articles
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Agent Training Made Faster, Easier and More Efficient
Train agents, brokers and branch employees through an online medium that will keep them interested and engaged.
Read the article » or Watch the presentation »
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Using Portals to Meet Customer Expectations for Personalized Service
Find out how RIA technology can help financial services companies deliver powerful self-service capabilities to today's customer. Get the full story »
Webcasts
Excellence in Insurance Distribution: Not for the Faint of Heart
Join us to learn about solutions in the marketplace that can overcome the challenges of an ever-increasing time-sensitive distribution landscape.
Speakers:
- Karen Pauli, Senior Analyst for Insurance, TowerGroup
- Nicole Kealey, Group Product Marketing Manager for Financial Services, Adobe
Straight-Through Processing: A Passport to Competitive Advantage
Find out how insurance industry leaders are successfully turning processing into a competitive advantage with straight-through processing in this Webcast.
Speakers:
- Karen Pauli, Senior Analyst for Insurance, TowerGroup
- Nicole Kealey, Group Product Marketing Manager for Financial Services, Adobe
Engaging Your Customers to Sustain Profitable Growth
An Insurance & Technology TechWebCast
Explore ways to create true customer engagement through product differentiation and virtually seamless service to deal with increasing consumer expectations in this Webcast.
Speakers:
- Karen Pauli, Senior Analyst for Insurance, TowerGroup
- Nicole Kealey, Group Product Marketing Manager for Financial Services, Adobe
Overcoming Distribution Challenges with STP
An Insurance & Technology TechWebCast
At this Insurance & Technology Webcast, you will learn how insurers are overcoming distribution challenges with straight-through processing.
Speakers:
- Karen Pauli, Senior Analyst for Insurance, TowerGroup
- Nicole Kealey, Group Product Marketing Manager for Financial Services, Adobe
Other Resources
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Adobe Solutions for Agent Productivity
Learn how Adobe solutions can improve processes, create efficiencies and save time, allowing agents to focus on building customer relationships – leading to improved profitability.
Read the solution brief » -
Adobe solutions for ACORD XML forms integration
Find out how automating ACORD processes can help engage agents, brokers and customers, and can help agent and broker productivity, enabling these key partners to grow more business.
Read the solution brief »
Featured E-Book
Engaging Today's Insurance Agents and Customers
Blue Cross, SAFECO and Farmers Home Mutual have implemented solutions to boost process flow while giving customers a more engaging experience.
Check out the E-book.
View the Adobe Solutions for Agent Productivity Demo
Learn how Adobe solutions can improve processes, create efficiencies and save time, allowing agents to focus on building customer relationships – leading to improved profitability.
View the presentation »
Best Practices
Driving Insurance Distribution Efficiency: Supporting Security and Compliance Requirements
A best practices guide for insurance organizations.
Download the free Driving Insurance Distribution Efficiency Playbook »
Customer Engagement Best Practices
In today's increasingly competitive environment, financial services firms must strive to increase efficiency while responding to changing market conditions. Download the free Customer Engagement Playbook »
Financial Services Quarterly
Subscribe to receive Adobe's quarterly communication that provides up-to-date information relevant to the financial services industry, including success with customers, solutions, product roadmaps, partnerships and analyst research.
Industry News
Insurance Industry Leaders Discuss The Opportunity Of Web 2.0
By enabling a higher level of user empowerment, Web 2.0 tools promise to revolutionize business collaboration and consumer interactions. But adoption has moved slowly. Read More
Main Driver Behind STP Initiatives Today Is Ease Of Doing Business
Straight-through processing is more a business issue than a technology issue, and is fundamental to the ability to drive intelligence into the underwriting process and throughout the organization. Read More
Drive For Automation Causes Insurance Carriers To Integrate
Ease of doing business has become the mantra among insurance companies that want to become the carrier of choice for agents, who now wield the power to tap comparative rater and aggregator sites to choose the products they distribute. Read More
