We work with many companies in the Financial Services Sector (Insurance, Banking, Investment, Asset Management, etc.) that have very complex, manual on-boarding processes. We enable our clients to improve fraud detection, cut loss-adjustment costs, and eliminate many human errors and interactions.
Our Accelerator uses Salesforce Communities to improve the customer experience as they’re starting their journey. It can be used for a loan application process, pension, Investments, Insurance and more.
The customer can sign-up/login and upload their relevant documents, including KYC and AML documents or any documents needed from a customer.Get in touch