Digital Sales and Onboarding Platform

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Whether your business is a bank or insurance company, this platform is suitable to increase your sales.

eBSEG digital Sales and onboarding platform will help your customers to buy your products and services online.

- 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.

With the complete management module, you can add, delete, and update products & control the sales journey applicable to each product type.

eBSEG has been honored with the prestigious title of the "Most Trusted Digital Sales and Onboarding Platform" for the year 2023, receiving this esteemed award from World Business Outlook Awards.

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.