The world's leading agreement automation
platform for Financial Services
Dealflo automates financial
agreement processes, end-to-end
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Customer onboarding is a key opportunity for banks to deliver the fast, seamless digital experience customers demand. But all too often they are held back by regulatory requirements and legacy systems.
Dealflo changes all that.
Dealflo digitises the customer agreement process whatever the workflow, channel or product. From Know Your Customer, Prove Your Customer, and Biometrics to document generation, eSign and Vaulting, our platform removes friction and paper from onboarding and improves customer experience. As a result, financial service organisations see sales increase and costs reduced.
And as Dealflo digitises the process end-to-end and collects evidence every step of the way, customer agreements are completed as mandated whether in branch, online or by mobile device – and Dealflo clients can prove it.
“Simple and easy to use whilst also ensuring that the appropriate ‘know your customer’ checks are carried out in a secure fashion”
Dealflo helps commercial banks to digitise their agreement processes end-to-end, removing friction from customer onboarding and freeing banks from the burden of non-value interactions to focus on building deeper customer relationships.
Our platform gives banks access to the most comprehensive data sources available for Know Your Business and Prove Your Customer verification, as well as adaptive workflow capability to cater for multiple application processes, multiple signatories, interested parties and contract versions.
Commercial banks see sales increase, costs reduced and dramatically improved customer experience. And as the agreement process is digitised end-to-end, banks have full control over the mandated process and all the evidence needed to demonstrate compliance.
“None of the alternatives provided the level of comfort on information security, video replication, customer ID and compliant sales process”
Dealflo is the leading agreement automation platform for auto finance, enabling providers from around the world – whether lenders, brokers, captives or independents – to better onboard their customers. Dealflo covers the process end-to-end from identity verification, Know and Prove Your Customer and biometrics to document generation, electronic signature and vaulting, whatever the workflow, complexity or geography.
By using Dealflo, auto finance providers remove friction from their customer agreement processes, giving their customers the best possible experience. They make more sales, lower costs, reduce risk of unenforceability as they can evidence that the process was completed compliantly and, as appropriate, enable immediate dealer payout.
And because Dealflo is fully configurable to any channel or finance type, both customer and provider are protected regardless of whether the sale is direct or through an intermediary.
“Only Dealflo was able to provide BMW FS with a solution that was both customer focused and legally enforceable”
Retail is not just about having great products, brands and customer experiences but also the ability to offer seamless financing options across all channels, 24/7.
Dealflo helps leading retail finance providers deliver a fast and frictionless customer agreement process whether delivered in-store or online. Our platform ensures that consumers enjoy the best possible journey, fully branded and completed in minutes. As a result, retail finance providers see increased sales, lower costs and a flawless customer experience.
As Dealflo digitises the customer agreement process end-to-end, our clients have complete control over the agreement process, ensuring that only the right customers get onboarded and – as evidence is collected at every step – can prove that the agreement was completed compliantly.
“As well as an increase in credit applications, overall conversion of browsers to buyers is also up by 25%. The conversion time has also decreased dramatically from days to minutes”.
Leading Life Insurance and Pension companies use Dealflo to transform their agreement processes in their application workflows. By digitising with Dealflo, providers are confident that they are fully compliant whether selling direct-to-consumer or through their intermediary networks. And with less operational friction, their customers enjoy better outcomes and providers make more sales, more quickly and at less cost.
Dealflo digitises the agreement process end-to-end, incorporating customer identity verification and anti-impersonation, alongside eSignature and secure vaulting – giving Life and Pension providers full control and visibility of their processes whatever the channel. And as the evidence is collected at every stage, they can demonstrate that a fair process has been followed and that all parties knew exactly what and why they were signing.
“Dealflo was the obvious choice to automate our financial agreements to help reduce a resource heavy process while managing risk.”
Santander Consumer Finance has rolled out digital signature capabilities, developed in conjunction with Dealflo, across its dealer network, following a test phase.Read more
Dealflo’s CEO Abe Smith recently presented at the KYC & AML Summit Europe in London, discussing how financial services companies can use technology to improve the customer experience and mitigate risk in customer onboardingRead more