Simplify and streamline processes for clients and potential clients – all digitally and without paper.
Although online banking has removed a lot of "paper" from banking, there are still a number of administrative tasks that cannot be performed without hard copies and traditional archiving. Don't get hung up on bureaucracy, move to the next level in your digital processes. Increase productivity and profit, focus on your clients, and improve your services.
A paperless solution for the whole company
You no longer have to spend dozens of hours printing, copying, rewriting, sending, and archiving documents. Let clients sign documents digitally and communicate quickly and easily between departments and branches.
- Digitisation of contracts - conclude and update client contracts in digital form, at the branch office and beyond. Enter all input data directly into online forms. Save up to 90% on printing costs.
- Digital onboarding - make it easier for new clients to contact the bank for the first time. No need to go to a branch office; you can create an account using a mobile application, and your identity can be verified by taking a selfie photo with your ID card. We transfer the image to all forms, removing up to 90% of input data errors. We are relied on by Zonky, Kamali, Tatra Billing, and more.
- Electronic underwriting - integrate data (e.g. on client solvency or liquidity) from multiple sources, assess risks, and set relevant individual terms and prices.
- Signature workflow - make the signing process easier for contract documentation and all processes that require regulatory compliance. The system keeps track of everything for you.
- Efficient micromanagement - the comprehensive electronization of company processes reduces the number of administrative tasks, unifies views of the data, and offers advanced analytics and reporting tools.
- Updating IDs - improve the process of retrieving data from new ID cards so you can get client data sooner and more reliably.
The digitization of processes will significantly reduce the burden on your bank consultants and specialists, service lines, and specialist departments. It will help you with the audited approval of reports, listings, and all contract documentation, as well as serving as a tool for fast data collection. It will also reduce error rate and risk by providing comprehensive client data at any time or place.
of all input errors are prevented by automated data transfer from scanned or photographed ID documents.
Would you like to get a solution customized to the needs of your company? Contact us today.
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