Due to these uncertain times, organizations must support virtual customers!

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Finally....complete "Package Management"!

Manage all of your Documents and Collect Payments in a SINGLE Application.

Present your customers with a customized branded "Client Portal" that includes ALL documents within

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!

Your team will have access to a fully branded back office portal for your compliance officers.

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. 

Compliance officers can view the documents that were uploaded by the customer.

View Uploaded Documents from Customer


Compliance officers can view the documents that were uploaded by the customer and indicate the document was reviewed.

Overview of Digital Acceptance Suite

Benefits

Client Experience

Promote your brand throughout the entire customer interaction by leveraging the fully configurable workflows and UI. 

Leverage Existing Workflows

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? 

Speed to Market

Using our out of box workflows, be ready for production testing in as little as 6 weeks. 

(Depends on complexity and integration requirements) 

Collect Payments

Leverage our fully integrated Payments Module to ensure payments are collect in session while maintaining your brand. 

Single Vendor Solution

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. 

Return on Investment

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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