Best onboarding experiences for banks and financial institution
April 19, 2020
Looking for the best and at the same time the simplest and most reliable solution for onboarding clients can be a challenge. Today more than
Change the way your clients experience the onboarding process
Build any form you need for your process with our drag and drop builder. gather customer information, digital signature & much more.
Upload, verify, control & Share documents easily with your clients and drive the process forward.
Manage your clients and your own tasks without losing any important documents (never drop the ball).
Connect with your client over SMS & Email automatically.
instead of having to call your customer and remind them that they need to do a task, our advanced messaging system does it for you. SlidePiper sends automatic reminders via SMS and email when there is a task that must be done. within our portals we have a set of helping messages to focus the customer on what they need to do.
We enhance this process with tools to ask questions directly through our portal.
Make data driven decisions based on real costumer usage.
We see analytics dividing into 2 groups:
The first group is to understand your clients usage and experience and make it better with time. the second group is for auditing and legal purposes. We track it all, everything that is clicked and can be analyzed to make a better portal for your client and understand better the needs of you customer.
On the other hand everything that is uploaded, filled , reviewed is time stamped and collected so you can rest assured for any audit or question by the customer.
Top of the line, world class security, data protection, 2-step verification and https links to protect your content, data and documents.
Security goes without saying and is and should be a granted for any enterprise solution. So we have implemented 4 different methods of authentication for your customer so you can have both simplicity and and the desired level of security for your clients. You can trust that your data and your clients data are secure. For security reasons we will not disclose the measures we take here but we are more than happy to answer any of your concerns with your cyber security team.
Super charge your business processes, increase your put through instantly and grow your new client count.
Simple layouts that naturally drive and guide your clients to the their goal, while providing a seamless brand experience.
Decrease human error, reduce onboarding back office work, and focus on providing the best service available to your clients.
Looking for the best and at the same time the simplest and most reliable solution for onboarding clients can be a challenge. Today more than
Being a digital business or having a digital process can be more beneficial especially as the Coronavirus continues to outbreak and escalate. You need to
B2B interactions are key in the business world these days, and the first step to start these interactions is with B2B onboarding. Like with any
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Find out how you can improve your clients experience and save a lot of money for your organisation