You enrich, via Open Finance, 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 access thanks to Open Finance to off-the-shelf underwriting.
You personalize the white label subscription paths, the data sharing rules according to your authorizations from an online editor.
You deploy an Embedded Finance system 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 subscriptions for all your financial product offers thanks to white label underwritings.
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 by using Embedded Finance processes and increase subscription volumes.
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