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Standalone data collection that is not plugged into a customer's journey lacks context and adds to data silos and manual management. That's why OvationCXM has introduced Forms, our newest capability to streamline data collection inside the journey.
In financial services, the challenge isn’t a lack of systems; it’s the lack of coordination between them. Banks and institutions operate across a complex ecosystem of core platforms, CRMs, and third-party partners. When customer data collection is treated as a standalone form tacked onto the end of a process, context is lost and the journey stalls. This fragmented approach exacerbates operational black holes, increasing risk and eroding the predictability of your most critical journeys.
Predictable orchestration requires high-integrity data at the point of entry. When information is captured at the wrong time or stored in a silo, it slows speed-to-revenue and increases abandonment. For complex onboarding and servicing workflows, data is the primary fuel for automation. If that data is inaccurate, missing, or disconnected from the case, customer journeys break, and your internal teams are forced into endless cycles of manual follow-up. This legacy model of disconnected collection doesn't just create a bad experience - it scales risk and erodes customer trust.
To succeed at scale, data collection must evolve from a manual hurdle into a strategic orchestration engine. True orchestration requires capturing data within the natural flow of a session - whether a customer is mid-onboarding, resolving a ticket, or activating a new product. By embedding data collection directly into the customer's current context, you ensure that information is fresh, relevant, and immediately actionable. This effort supports the connective tissue that bridges execution gaps across internal teams and external partners, ensuring that work moves predictably and compliantly through the ecosystem.
Introducing OvationCXM’s New Forms: Orchestration at the Source
As the leading orchestration platform for customer experience, we’ve rebuilt our Forms product to eliminate the poor coordination and lack of visibility that slows down your business. We are moving beyond simple data capture to provide the infrastructure that powers structured, high-velocity workflows.
- Native Embedding: Deploy forms directly into Journeys, Cases, and active sessions. Forms act as logic gates, where submissions instantly trigger the next branch of a journey based on specific customer inputs.
- Contextual Pre-Population: Preserve context across applications by pulling existing data from your CXMEngineⓇ ecosystem. Stop asking customers for information that your systems already hold, reducing friction and ensuring data consistency.
- No-Code Form Builder: Empower business teams to design complex, logic-based workflows in minutes. With over 60 unique elements, you can build the specific routing and ownership rules required for regulated environments.
- Build Once, Deploy Everywhere: Create a single orchestration point and deploy it across public URLs, website embeds, or as native actions within a Case. Native version control ensures you can iterate on workflows without breaking active instances.
- Save and Return: High-impact journeys, such as commercial onboarding, often require multi-stage input. Allow customers to pause and resume across any device to prevent mid-journey abandonment.
- Total Brand Consistency: Ensure every interaction feels like a native part of your institution. Fully customize CSS, fonts, and logos to maintain trust across the digital ecosystem.
- Structured Data Access: View submissions in real time or export data to Excel within specific ranges, ensuring your critical information is ready for downstream reporting and compliance evidence.
For more information, read our complete Forms Release Note here.
The Bottom Line
Data collection should be the engine that drives your journey forward, not the friction that stops it.
With OvationCXM’s new Forms, you aren’t just gathering information - you are coordinating the execution behind your onboarding and servicing journeys so they move predictably, compliantly, and at scale. Our Forms are more than an upgrade to your toolkit - it is a direct investment in operational predictability. By cleaning data at the source and embedding it into the live journey, you eliminate revenue leakage from mid-journey abandonment while shielding your institution from the compliance risks inherent in fragmented, off-system data collection.
This shift to orchestrated data capture reclaims vital human capital, replacing manual coordination and follow-ups with automated, structured workflows that allow your teams to move away from data entry and focus on high-value advisory and growth.
Interested in learning more? Contact us for a personalized demo today.
