Solutions for Financial Services

ThinkSmart allows you to effortlessly collect and process client data for any type of financial transaction. ThinkSmart is exceptional in managing the data and designating it to either internal or external parties, while complying with stringent security measures. By offering financial institutions a powerful automated workflow process, ThinkSmart generates increased transaction speeds, greater efficiency, and increased client satisfaction.

Key Features and Benefits


Collect information seamlessly and allow any user to initiate workflows and automated processes through a guided experience. These processes eliminate the need for lengthy in-person meetings and enable straight-through processing, thus reducing operating costs. Within minutes users can set up new accounts, expedite the lending process and offer a superior customer service experience.

Wealth Management and Title Agencies

TAP allows users to create new accounts and maintain proper control of records by promoting policy management. Multiple agents and agencies can collaborate through a single interface to promote granular visibility across your company.

Financial Departments

Drastically cut the time it takes to manage cumbersome financial processes by improving internal document management procedures. Streamline your audit, SOX and HIPPA compliance processes with easy to follow rules. Eliminate tasks using paper documents. Send periodic reminders to clients to ensure completion of workflow cycles which may range from payment extensions, transfer of funds or simple credit card applications.