Due to these uncertain times, organizations must support virtual customers!
Due to these uncertain times, organizations must support virtual customers!
Present your customers with a customized branded "Client Portal" that includes ALL documents within their customer Package.
- Documents they need to View
- Document they need to Sign
- Documents they need to Provide/Upload
Manage the Complete Package!
Back Office - Compliance Portal
Your team will have access to a fully branded back office portal where your compliance officers can review documents and ensure completeness.
View Uploaded Documents from Customer
Compliance officers can view the documents that were uploaded by the customer and indicate the document was reviewed.
Promote your brand throughout the entire customer interaction by leveraging the fully configurable workflows and UI.
Our solutions contain complete end to end workflows established for various market segments, such as; Banking, Insurance, Mortgages, Accounting and Manufacturing to name a few.
Why try and build these yourself at your own cost and time?
Using our out of box workflows, be ready for production testing in as little as 6 weeks.
(Depends on complexity and integration requirements)
Leverage our fully integrated Payments Module to ensure payments are collect in session while maintaining your brand.
Support the ability to manage your entire document package within a single application that allows you to control the client experience, audit the entire process and significantly reduce manual effort and therefore minimize your out of orders.
By significantly reducing the number of Out of Orders in your processing your return on investments will support positive business cases.
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