Digital Sales and Onboarding Platform
Overview
Now with COVID-19
- People are moving from Store to Online Stores.
- Digital Sales Onboarding Platform is customized for Banks and Insurance Companies.
- Customer experience has changed, and every financial institution now need to cope with that change, with the current circumstances everyone is staying home, so why not bring sales to customer’s home?
- With our newly innovated Digital Sales and Onboarding platform, Sales is made easy, banking or insurance products are just a click away from customers with the best customer experience and engagement platform.
- Not a single sale would be lost. Customer can start buy process on one channel including branch and finish it on any channel and system keeps reminding/alerting customer with unclosed sales to help close them.
Key Features
Digital Sales & Onboarding Platform Modules
- Product Browsing and Comparisons.
- Study/Customize Product Variables.
- Buy/Apply for Product.
- Upload Required Documents.
- Pay/Transfer Required Amount.
- Bank Verification.
- Internal Workflow/API.
- Two way Deal Discussion/Chat.
- Single Branch Visit by Appointment.
