You enrich your product offering by accessing online to a digital catalog of off-the-shelf banking and insurance products.
You configure the different stages of your advice to the client, as well as the necessary checks on data and documents from your online space in order to remain compliant with the regulations.
You offer the best banking and insurance offers to customers according to their profiles in order to increase your subscription volumes.
You request access to banking and insurance products and off-the-shelf underwriting.
You access the subscription paths, customize the graphic charter, data sharing rules according to your authorizations from an online editor.
You deploy without IT development on your website, on your existing distribution channels, the subscription paths for banking and insurance products via a line of code or a secure URL.
You move from lead generation to online underwriting for all your financial product offers.
You save time by removing unit pricing via dedicated extranets and you focus on qualified prospects.
You develop your online distribution activity of financial products and increase subscription volumes.
Request online access to banking and insurance offers and their off-the-shelf underwriting routes.
You can view all the stages of the subscription process and, if necessary, depending on your authorizations, edit the underwriting from your online space.
You can define the desired subscription method according to your activity: request for advice, estimate, contractualization, etc.
You offer a comparison of offers in order to provide the best price to your customers.
You automatically recommend additional offers tailored to your customer profiles in order to increase your subscription volumes.
You engage your customers directly via personalized subscription paths for banking and insurance products deployed on all your web and mobile devices.
Access customer subscription data from your online space.
Share subscription data via API Rest with your existing management tools (CRM, contract management tool, etc.).
Access to the catalog of account opening, credit and insurance offers
Offers comparison and recommendation engine
Instant distribution on web or mobile interfaces via a widget
Networks, groups of brokers and distributors management
Unlimited personalization of subscription paths
API access to share data flows with existing tools
Automatic and configurable email reminders
Analytics to optimize the subscription process
Online payment and signature
