List of SmartIQ Customers
London, W1W 7GB,
United Kingdom
Since 2010, our global team of researchers has been studying SmartIQ customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SmartIQ for Customer Experience from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SmartIQ for Customer Experience include: ReturnToWorkSA, a Australia based Insurance organisation with 400 employees and revenues of $460.0 million, Bancorp Bank, a United States based Banking and Financial Services organisation with 700 employees and revenues of $354.0 million, Coaction Global, formerly ProSight Specialty Insurance, a United States based Insurance organisation with 400 employees and revenues of $150.0 million, The Pacific Financial Group, a United States based Banking and Financial Services organisation with 66 employees and revenues of $13.0 million and many others.
Contact us if you need a completed and verified list of companies using SmartIQ, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SmartIQ customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Bancorp Bank | Banking and Financial Services | 700 | $354M | United States | Smart Communications | SmartIQ | Customer Experience | 2022 | n/a |
In 2022, Bancorp Bank implemented SmartIQ to digitalize and automate its loan origination process in the United States. The deployment targeted the Customer Experience domain to accelerate borrower onboarding, shorten funding cycles, and centralize customer-facing content across lending workflows.
The implementation of SmartIQ focused on automating application intake and document generation, standardizing decisioning checks, and embedding rules-based validation to reduce not-in-good-order errors. Configuration emphasized end-to-end workflow orchestration and digital document composition to move manual touchpoints into automated approval and funding pipelines.
Operational coverage centered on lending operations and funding teams across the United States, with the platform embedded into front-end origination and downstream funding workflows. Integrations were not specified in the source materials, the configuration therefore emphasized internal process automation and content control within the loan origination lifecycle.
Governance shifted toward centralized template and rules management to enforce validation earlier in the origination flow, reducing rework. The vendor case study published May 2023 reports faster funding, reduced NIGO errors, a large ROI, and a 400 percent increase in loan volumes after deploying SmartIQ, with time-to-funding shortened from weeks to days.
|
 |
Coaction Global, formerly ProSight Specialty Insurance | Insurance | 400 | $150M | United States | Smart Communications | SmartIQ | Customer Experience | 2016 | n/a |
In 2016, Coaction Global implemented SmartIQ, the adaptive engagement platform formerly named Intelledox Infiniti, to digitize manual forms and streamline insurance workflows across its United States operations. The work aligned with the Customer Experience category and targeted front-line form interactions to improve customer communications and internal intake processes.
SmartIQ was configured as a centralized adaptive engagement and form orchestration engine, converting paper and PDF forms into guided digital interviews, automating data capture and conditional document generation. The initial implementation went live in under three weeks, reflecting a rapid rollout approach focused on narrow scope deployments, and the program delivered improved operational efficiency as reported. Governance activity emphasized standardizing form templates and digital workflow patterns to reduce manual processing and support repeatable rollouts across policy administration and related insurance functions.
|
 |
ReturnToWorkSA | Insurance | 400 | $460M | Australia | Smart Communications | SmartIQ | Customer Experience | 2020 | n/a |
ReturnToWorkSA implemented SmartIQ in 2020 as its online forms platform to centralize customer facing form and correspondence workflows under the Customer Experience category. The deployment positioned SmartIQ as the authoritative engine for form rendering and letter generation used in customer interactions and internal correspondence.
The SmartIQ implementation included a large scale upgrade and remediation program that addressed approximately 900 forms and letters, focusing on template standardization, form logic correction, and letter generation consistency. SmartIQ was configured to support online submission workflows, server side template processing, and template version control to ensure correspondence fidelity across channels.
Architecturally SmartIQ was integrated into ReturnToWorkSAs application landscape through an enterprise integration layer, including MULE based reconfiguration and links into the Infiniti letter generation process. Integrations explicitly referenced during the program included SailPoint Identity Management for federated access and SAML based authentication, ServiceNow for ITSM workflows, SharePoint for content hosting, Chris21 for HR touchpoints, Technology One Financials for finance interfaces, and supporting SQL database and Windows Server platform upgrades, alongside HTTPS and MFA improvements.
Governance and rollout were led by the internal Application Support team with a named technical lead responsible for defect remediation, sequencing of upgrades, and end to end integration testing. The program relied on coordinated UAT cycles, configuration management, and cross functional change control involving security, infrastructure, and application owners to stabilize forms and integration touchpoints.
Post upgrade the SmartIQ implementation delivered a stabilized forms and letters estate with defects addressed across the inventory and confirmed integrations into the broader application stack. SmartIQ remains the central Customer Experience application for online forms and business correspondence, facilitating ongoing integration and operational support across ReturnToWorkSA.
|
 |
|
Banking and Financial Services | 66 | $13M | United States | Smart Communications | SmartIQ | Customer Experience | 2024 | n/a |
|
Buyer Intent: Companies Evaluating SmartIQ
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||