Translating customer experiences into business results

Our unique Accelerators quickly transforms client onboarding, self-service support, new business applications and claims processes. 

Speed-Up & Improve the Customer Onboarding Process

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
Enhanced Customer Experience with Video & Webchat

In the old world, many partners, such as advisors and brokers, used to meet their clients face-to-face while processing their new business applications.

Those applications would usually be quite complex and confusing which is where brokers and advisors bring value to customers.

By implementing joint document collaboration, online chat and video chat functionality, companies can enhance their customer and partner experience while working remotely.

Get in touch
Self-Service Support, Manage Cases & Knowledge Articles

It has never been more important to support customers , no matter where you and your support team are located.

Many customer support and customer success departments we’re working with have the same issue; large volume of cases that need processing by agents. Large case volumes can lead to massive costs for support departments, as well as being harder to comply with SLAs.

We’ve created a Salesforce Support Community to provide one place where customers can answer their own questions.

They can achieve this by reviewing the companies public-facing knowledge base, showing them information about their usage of the provided service, allowing customers to chat with their account manager, raise new cases and updating existing cases.

Get in touch
Faster Credit Checks, KYC and Document Gathering & Document Automation

Many of the companies we work have very manual, time-consuming and expensive processes around Know Your Customer (KYC), Anti-Money Laundering (AML), On-Boarding, Due Diligence, etc. These processes are generally carried out by the different back-offices teams.

With our KYC component, we allow companies to capture the different customer documents and has the ability to mark documents with specific types, allowing back-office users to accept or reject the document.

With Credit & Sanction Check, we integrate into multiple credit bureaus such as CreditSafe, Equifax, Experian, Callcredit and others to get all of the information on a company or an individual. We can automate the search or allow users to manually perform the search from within Salesforce, so that the process is as easy and quick as possible.

With Auto-Document Generation, Templates and E-Signature functionality, we can quickly generate tailored customer documents, verify and sign-off with minimal effort.

Get in touch

Get In Touch

Discover how Pexlify can create digital experiences that transforms and optimises your business with Salesforce.

Get Started