Embed the subscription process for banking and insurance products on all your web and mobile distribution channels
- Subscription by the client and the advisors.
- Customizable according to your needs.
- In less than a month.
- Without computer development.
Opt for the banking and insurance of tomorrow:
without IT development but with efficiency.
Banks, insurance, distributors, increase subscription volumes on your products today.
- Create digital versions of your banking and insurance products in less than a month.
- Provide compliant and standardized subscription paths, customizable to your graphic design.
- Deploy your subscription paths on any customer and partner interface without IT development.
- Connect easily all your management tools.
Banks, insurance, your banking and insurance products become available to subscribe 24/7.
Generate a digital version of your products
- Validate the digital versions of your products generated from a webservice, an API, or an Excel pricer,
- Manage access to your offers online.
Personalize your subscription path
- Set up all the steps of your subscription process via our no-code interface,
- Apply your graphic charter.
Digitize direct and intermediary distribution
- Add the subscription path to your customer interfaces without IT development,
- Share the subscription path with your broker and distributor partners.
Automate the sharing of subscription data
- Define the data to be shared and choose the sharing mode: API, webhook or flat csv file,
- Share data with your IS and those of your distributors.
Brokers, distributors, e-commerce sites, expand your offer of banking and insurance products and provide online subscription.
Expand your offer
- Enrich your banking and insurance product offering by requesting access to producers,
- Access customizable subscription paths.
Set up the steps of your duty to advise
- Automate the collection and verification of customer data and documents,
- Propose, on a unique path, the products of your partners like the biggest internet comparators,
- Instantly recommend the most suitable product for your customer's needs.
Offer online subscription without IT development
- Apply your graphic charter and integrate a panel of third-party services in one click from our no-code interface,
- Deploy a personalized subscription path on your website with a simple line of code or a secure URL.
Optimize your sales process
- Automate recurring tasks such as pricing on each of your partners' extranets,
- Boost your conversion rate by automating the transfer of subscription data.
The benefits of the Particeep Plug solution
24/7 availability to subscribe to your banking and insurance products online
- Provide your customers and partners with personalized interfaces to subscribe to banking and insurance products.
Effortless digitization of your distribution network
- Offer brokers, distributors and consultants standardized and compliant subscription paths.
Simplification of the duty to advise for brokers
- Ensure compliance with your duty to advise online,
- Offer online subscription to the most suitable offers for your customers' profiles.
An increase in the volume of your subscriptions
Embed without IT development the subscription to your banking and insurance products on all your online, offline and mobile channels,
Market your products and those of your partners online.