Ameriprise
Proving the Value of Digital Data Capture and Providing a Roadmap for Ameriprise

Ameriprise Financial had an outdated, PDF data capture process that resulted in an inefficient customer experience. They brought in Twin Technologies to help them update their data capture process, to provide a rich and intuitive customer experience across mobile devices.

Twin Technologies analyzed Ameriprise’s form libraries, and demonstrated the impact of digitization by transforming one of the most used forms. The updated form was dynamic and intuitive, and proved the value of broader transformation to Ameriprise stakeholders.

Twin Technologies imbued Ameriprise with their customer experience thought leadership, and created a custom form build process leveraging Adobe technology. Twin Technologies then documented and trained internal teams on the form build process to ensure long-term success.

Project Highlights
  • Demonstrated value of transformation with Proof of Concept
  • Customized form build methodology to help internal teams create dynamic and intuitive forms
  • Documented and trained team on form-build best practices