News from the Wire

ReliaFund selects Xpertdoc

Friday, May 22, 2015 — 10:52:41 (EDT)

Montreal, May 19, 2015 – Xpertdoc Technologies Inc., a leader in document generation and customer communications solutions, today announced that it has been selected by ReliaFund to streamline their document management processes.

ReliaFund Inc., a payment processing service and solution provider, has chosen the Xpertdoc Customer Communications Management (CCM) platform and Connector for Microsoft Dynamics CRM with integrated electronic signature to automate cumbersome application processes and attract new clients. The Xpertdoc CCM platform and CRM Connector empowers business users with the ability to create, manage, deliver, sign and archive critical documents – such as invoices, quotes, NDAs and contracts – directly from the Microsoft platform.

“Xpertdoc is proud to provide an innovative solution for ReliaFund that speeds up productivity gains and business growth by eliminating the slow manual process of attaining new customers,” said David Squibb, Chief Sales & Marketing Officer of Xpertdoc. “Using Xpertdoc’s market-leading Connector for CRM, ReliaFund can now take a previously difficult manual document workflow and capture everything electronically throughout the application, underwriting and contracting process.”

The Xpertdoc Connector for CRM provides users with the following five differentiating capabilities:

• Incorporation of data from Dynamics CRM and other data sources

• Seamless electronic signature integration

• Ease of template creation and maintenance with Microsoft Word

• Automated review, approval and delivery workflows

• Higher archiving and indexing capabilities with a Microsoft SharePoint integration

“Like many other payment processing providers, ReliaFund is challenged with achieving and maintaining world-class quality, compliant and secure document processing,” said Ross Fillingsness, Vice President of IT for ReliaFund Inc. “We were onboard with Xpertdoc within two weeks of learning about the company. It was clear that they had the best solution to streamline our document management processes allowing us to handle more business, improve our customer interaction, and further grow the company.”

ReliaFund is the first joint client between Xpertdoc and e-SignLive™ by Silanis after a partnership between the two companies was announced in March. This marks an ever-increasing expansion into the financial services continuum for Xpertdoc. For more information, please visit www.Xpertdoc.com .

About Xpertdoc:

Xpertdoc Technologies Inc. is a global software company that provides industry-leading document generation and customer communications management (CCM) solutions. A Microsoft Gold Partner, Xpertdoc delivers improved client retention and growth for carriers by streamlining document creation and management processes throughout every customer touch point.

About ReliaFund:

ReliaFund® provides billers and software developers with reliable, efficient services to access the appropriate ACH, credit card, or Check 21 processing platforms, enabling electronic collection and disbursement of funds through accounting applications.

The Green Sheet Inc. is now a proud affiliate of Bankcard Life, a premier community that provides industry-leading training and resources for payment professionals. Click here for more information: bankcardlife.com?orid=33533&opid=1 .

Source: Company press release.