Client Advisory Board Survey We want to hear from you. Name * First Name Last Name What core provider are you currently operating? * Are you planning to change your core provider in the next five years? * Yes No If yes, what providers are you considering? What features/functionality would you like to see with an Invo core integration? * List your top 5 wants, in order of importance. * 1 = Most Important • 5= Least Important Do you think core integration will most likely benefit external customer/member processes and experiences, or internal agent operations? * Would you want workflow changes to occur on the customer/member or agent side of the Invo system to support this type of integration? * What customer/member journey would you like to see change with Invo systems when core integration is available? * What operational/workflow benefits would you like to see on the internal agent operation side of Invo systems with core integration? * What general and/or customer/member information would you like to pull or push to your core from the Invo platform? * Thank you!
