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What is pTools?

The automation of processes for National Numbering Agencies (NNAs) is essential for facilitating the issuance of International Securities Identification Numbers (ISINs). Additionally, automating extensive amounts of unformatted textual data is crucial for its application in Exchanges and Central Securities Depositories (CSDs). Furthermore, the automation of processes for Local Operating Units (LOUs) is vital in supporting the issuance of Legal Entity Identifiers (LEIs). The solutions provided by pTools are not only adaptable but also emphasize design excellence, ensuring a superior user experience. Our dedication lies in driving digital transformation across existing workflows to mitigate risks, enhance efficiency, increase automation, and bolster regulatory compliance. pTools delivers a comprehensive suite of transformation services, enabling clients to swiftly evaluate the possibilities for embracing digital transformation. This approach not only streamlines processes but also positions clients at the forefront of innovation in their respective industries.

What is Intelligent Forms Automation?

OpenText significantly improves the productivity, efficiency, and responsiveness of processes driven by forms through both electronic and paper-based information collection, along with the automation of validation, processing, review, and exchange, which ultimately leads to improved financial results and a better customer experience. The role of Intelligent Forms Automation is vital within Customer Experience Management (CEM) solutions, enabling organizations to foster engaging communication with their clientele. By providing a flexible, user-friendly, and powerful interface for users, it ensures the collection of thorough and accurate information while promoting a positive interaction with customers. Additionally, by optimizing the workflows that depend on the gathered forms and customer data, and channeling this information to the right teams and systems, it allows for the swift and efficient resolution of customer inquiries. This all-encompassing strategy not only streamlines operational processes but also cultivates customer loyalty and satisfaction over time, ultimately leading to long-lasting relationships and business success.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

pTools Software

Date Founded

1999

Company Location

Ireland

Company Website

www.ptools.com

Company Facts

Organization Name

OpenText CEM

Date Founded

1991

Company Location

Canada

Company Website

www.opentext.com/products-and-solutions/products/customer-experience-management/intelligent-forms-automation

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

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