Introduction to SmartApps

Welcome to, a comprehensive suite of cloud software products tailored specifically for the credit union industry. Developed by Adapt Telephony, later acquired by Avtex is now under the umbrella of TTEC Digital, SmartApps has been a trusted solution since its inception in 2010. With SmartApps, credit unions gain access to a robust suite of cloud software solutions tailored to their specific needs. Whether it's enhancing customer service, combating fraud, or streamlining operations, SmartApps is here to empower credit unions every step of the way.

SmartApps is designed to seamlessly integrate with various financial cores, ensuring compatibility and flexibility for credit unions. Supported cores include Symitar, Correlation Keystone, Fiserv XP2, Fiserv Spectrum, and Fiserv DNA Core API, with varying levels of availability on our cloud and premise-based platforms.

Capabilities

  • Self Service
  • Omnichannel Engagement
  • Core Connectivity
  • Focused Innovation
  • Stream line Authentication
  • Fraud Prevention
  • Configurable and Pre-built
  • Modern Cloud

SmartApps offers a diverse range of products designed to streamline operations, enhance customer service, and combat fraud within credit unions.

Here's a brief overview of the key offerings:

Product Name Description On-premises Availability Cloud Availability Cores Supported
SmartApps Authentication SmartApps Authentication is not classified as a standalone product, but the authentication module is an indispensable component included with all core-dependent products. It serves as the backbone for fulfilling authentication requirements inherent to the credit union industry. Given its critical role, a significant portion of our documentation is dedicated to elucidating the authentication process, recognizing its paramount importance within this sector. Yes Yes Symitar – SymConnect Symitar – SymXchange Fiserv – DNA Core API Correlation Keystone Fiserv XP2 Fiserv Spectrum Fiserv DNA Core API
Teller This product was the inaugural offering in our lineup, functioning as a conventional banking IVR system commonly found in credit unions. It empowers callers to conduct a wide range of banking transactions, including account inquiries, fund transfers, bill payments, and more. Y Yes Yes  
Proactive Info This product was crafted to furnish callers with relevant account details either before or during their wait in the queue to connect with an agent. It offers credit unions the flexibility to curate the information presented to each caller, ensuring that Smart Info delivers only the most pertinent data. The primary objective is to empower callers with the information they need, thereby minimizing their reliance on the Call Center and subsequently reducing the workload for agents. Yes Yes  
Screen Pop This product was developed to trigger core manufacturer screens or other credit union-specific third-party screens, leveraging the information gathered during callers' interactions with our products. One aspect of this system offers insights into our screen pops, empowering agents to conduct further verification before displaying third-party screens. Additionally, it enables agents to authenticate callers who haven't been authenticated beforehand. Our extensive library includes a range of screens that can be triggered—some tailored to specific cores while others are universally applicable across sites. Yes Yes