Jump to content

Search the Community

Showing results for tags 'clients'.



More search options

  • Search By Tags

    Type tags separated by commas.
  • Search By Author

Content Type


Forums

  • Lounge
    • Announcements
    • Community Resources
  • Product Support
    • General
    • Bug Report - Windows
    • Bug Report - Mac
    • Beta test for Windows
    • Beta test for Mac
  • Feature Requests
    • How to Make a Request
    • Windows
    • Mac
  • Forum Archive
    • SignX
  • Beta Testing's Windows
  • Beta Testing's Mac

Blogs

There are no results to display.

There are no results to display.


Find results in...

Find results that contain...


Date Created

  • Start

    End


Last Updated

  • Start

    End


Filter by number of...

Joined

  • Start

    End


Group


Found 3 results

  1. Undoubtedly, we are in a time where marketing is changing. Customers are exposed to various media outlets and gadgets, and they face a load of information daily. Plus, using digital tools, businesses are shifting away from a sole focus on revenue, to more of a focus on their customers, which is what actually keeps them afloat in the long run. That’s why it’s crucial for organizations to work on increasing the short and long-term loyalty of their customers. This will eventually escalate revenue, and make them stand out from other companies. Many companies are now following this model. Over the last few years, focusing on the customers has appeared to be a marketer’s or a company’s top priority. Nowadays, the marketers are concentrating more on customer experience (CX) and the integral actions that help in delivering it. Personalization plays an important part, as the best establishments work hard to make customer experiences as captivating as they can with the incorporation of modern technology in the following ways: 1. Customer experience and financial results positively correlated. Organizations that focus on maximizing customer satisfaction and comfort can most likely increase their revenue growth. Ideal customer experience is reliable, convenient, custom-made and pleasant. With the aim of delivering distinguished customer experience, companies engage their public through social media, online chats, and virtual reality by using artificial intelligence and improved payment technology. This is hugely beneficial, but can also pareal challenge for companies as they are required to manage even more channels than before. 2. Virtual or Augmented Reality Virtual/augmented reality is an artificial setting that is designed with software and made available to the customer. Virtual Reality plays a vital part in relating the in-store or online customer experience. It means that the customers can try before they purchase an item. For example, Ikea has launched a computer-generated idea in which the customer can put virtual furniture in their homes to see how everything will look. 3. Artificial Intelligence Artificial intelligence (AI) is a technology that is transforming customer service all around the world. Artificial intelligence has become essential as data sizes are expanding and more real-time reactions are required. Artificial intelligence systematizes more tasks, which gives the digital groups ample time to concentrate on other jobs that need to be done. Artificial Intelligence has the skill to calculate the correct and accurate answer to a customer's question on any digital network whether it is an instant message, SMS, email chat, or social platform. This progression in technology will focus on customer experience more efficiently as it will add the human touch to it, but also make it less time-consuming. 4. Usage of Emojis in Digital Conversations Digital conversations have largely left behind face-to-face interaction. Companies now use emojis to measure and calculate customer sentiment and feeling. Companies also measure and calculate sentiments by inserting text analytics in various digital networks, like chat or text. Analytical control panels are operated as the companies interact with the customers to find out the amount of emotion involved in certain discussions. The data derived from this will come in handy for identifying the preferences and trends that will allow them to enhance and improve customer experiences. With these digital tools, as well as tools like PDFelement, it’s easy to put the customer first. PDFelement offers so many tools that makes your customer’s life easier – from easily fillable online forms, to OCR scanning capabilities, digital signatures, and security settings like password protection. Your customers will be able to easily communicate with you digitally to save time and money. How does your business put the customer first? Let us know in the comments below!
  2. Due to the increasing advancements made in technology and software, devices have become more and more vulnerable to cyber-attacks. Sectors including finance, private businesses, and even education are no longer safe from cybercriminals. Bank records are of particular interest and importance to cybercriminals. These bank records provide you with the entire financial history of an individual, and both the amounts and descriptions can be changed for electronic payments by these hackers. Deposits and balances can be altered and manipulated. This is one of the reasons that credit card and bank statements are often downloaded through the bank's website in PDF format instead of getting hard copies through the mail. This practice has now become increasingly common as banks across the globe are encouraged to go paperless. The reason why the finance sector and banks are adamant on adopting PDF as their main format is because of the benefits it brings. Some advantages of PDF include: • Document formatting is maintained Many bankers face a common problem when sharing documents. When they send a document made in Microsoft Word or any other word processor, the formatting can change once it reaches the other person who is viewing it on a different device. This can cause confusion, and also can make you look unprofessional to a client. However, with PDF format you can relax because this format presents your document exactly as you’ve originally formatted them. So, even if the receiver makes changes or additions to the document, the format will stay the same. PDF format is also great for sending documents that need to be printed out. • PDF is universal across all operating systems The PDF format is commonly used around the world, and due to this, it can be viewed and shared very easily, regardless of the device or operating system used. Whether you are sharing this format with someone in the same city as you or on the other side of the globe, PDF is the safest choice to use. Banks have many international clients, which is why the PDF format can prove to be very useful for them when sharing bank statements with their clients on the other side of the world. Some formats require a specific program or have particular requirements in order for it to work properly. However, this is not the case with PDFs. These PDF files can work with any operating system whether it’s a PC or a Mac and it works even on newer mobile operating systems such as iOS and Android. • Password protection When you are working in the finance sector, you are bound to handle sensitive information belonging to customers and clients, such as their credit card number, social security number, address, name, etc. When sharing such sensitive information, the risk of being hacked by cybercriminals can be very strong, however, there is no need to worry when working with PDF files as they can be protected with a password. You can also redact sensitive information, blacking it out so that the data is kept safe. As a result, these files can be kept away from prying eyes and help keep your clients' bank information and credit card statement well protected, which also improves your company reputation. • Form Processing and Data Extraction With programs like PDFelement, you can pull important data from PDF forms for easy analysis, risk assessment, and more. Use rules-based data extraction to analyze key points within each PDF document, or create a master template with classified form fields. This is great for creating client-facing application forms. Plus, you can easily manage credit risk with the data gathered from the PDF forms you have on file. With one-click form creation, you can build forms easily from Microsoft office file types like Word. By using PDFs, you no longer have to worry about your client not being able to view bank statements, or that the formatting of your PDF will not show up correctly. You also have less to worry about in terms of sensitive data being leaked or being unable to extract and analyze data. To find out more about how PDFelement can help when it comes to working in Finance and Banking, visit our Finance and Banking page. Have any other tips for how the PDF format is useful within the finance field? Let us know in the comments below!
  3. Keeping your clients happy is the hallmark of any good business. After all, that’s where your profits come from, so at the end of the day, it’s what keeps your company afloat. To ensure your meeting the needs of your customers, it’s important to have the right tools at your disposal. And one of the most useful tools is the PDF. As we all know, the PDF has numerous benefits, which is why it has become a publishing standard for many organizations across the globe. The format ensures quicker document delivery in a cost-effective and versatile way and allows the receiver to easily view, store, print, share, and navigate a document that likely carries vital information. Here are five ways in which PDFs help you meet the needs of your most important clients and customers: 1. There’s no or little cost involved No special program is needed for viewing a PDF. In fact, one can easily download one of the many free PDF readers available, including the free trial version of PDFelement! Despite being free, PDFs are much faster, and the documents are high-quality as well. Due to the format, the documents can be distributed globally without spending a penny, and they can be printed anywhere too., meaning you can send any document, to any customer, at any time! 2. The format is the same across all platforms PDFs are the same across all devices. You won’t experience missing fonts, or formatting issues like you would in a text document. It is crucial that business agreements and documents look the same for all people viewing them, particularly when application forms, invoices, tender documents, tax returns, and other similar files are involved. PDFs ensures that the files given to the clients can be viewed the same way across multiple platforms without changing the appearance of the document, meaning each customer sees the document the way they were meant to. 3. It’s perfect for record-keeping and archiving It’s easy to make PDFs searchable, which means it’s also easy to navigate them. For instance, if a client receives a lengthy business document, they can use the search function to simply enter a keyword to quickly find the content they’re looking for. You can also magnify the document without negatively affecting the quality, which is useful when there are visual aids like charts and graphs involved. A PDF format is also ideal for archiving and storing documents. It’s a highly compressed document format that lets you effectively manage text, vectors, bitmaps, and more. 4. It’s easy to email and share Since PDFs are compact in size, they can be easily shared and emailed. PDFs reduce the size of the document drastically without affecting the quality of the document. Consequently, PDFs reduce storage and expensive bandwidth issues which means that changing word processor documents, spreadsheets, and graphics to PDFs can significantly reduce the document size, thus contributing to real savings in bandwidth congestion and email server storage. Another plus is that significant time can be saved when retrieving emails from the server. 5. And it’s more secure Documents like legal contracts and proposals are at high risk of manipulation or falling into the wrong hands which can lead to grave consequences. However, with PDF documents, there is a lower risk of tampering involved since PDFs provide both 40-bit and 128-bit encryption along with password restricted viewing, printing, and copying. Moreover, by using watermarks, users have the ability of digitally emboss the document with their own, unique brand. As well, they can redact sensitive content that they don’t want just anyone to read, meaning clients can feel secure when doing business with you. Having a strong PDF editor like PDFelement on hand helps you ensure that you are meeting the needs of your customers by providing them with top-notch documentation. Do you have any other examples of how PDFs help serve clients better? Comment below!

Get started with PDFelement today.

Try PDFelement Pro Try PDFelement Pro

Powered by Invision Community

Start your free trial!

Skip and Download

×
Start your free trial!

Skip and Download

×
×