9 Questions To Evaluate Risk In Your Financial Agreement Process
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Defining the global market for
Financial Transaction Management
The Story Behind Dealflo
“We have challenged the received wisdom of electronic signature. We’ve innovated such that we compete with multi-billion dollar companies. And we deliver to some of the biggest companies on earth”
A few years ago, a leading bank asked Dealflo founder Abe Smith to find an eSignature solution to help them with customer on-boarding.
A solution that freed the bank from the risk of non-compliance and improved their customer experience.
But no matter what, he couldn’t find one.
And after talking with legal experts, he found that he was looking for the wrong thing – that traditional eSignature would solve only part of the problem.
To be fully protected, financial service companies need to automate the whole agreement process, not just the signing part. They need to show evidence that every stage of the process is completed compliantly.
And they need to do this in a way that gives their customers a fast, fair and frictionless experience.
So Abe decided it was time to re-imagine the financial agreement processes. Time to take risk out of the process. Time to treat customers in a way that they actually like.
He set about building a platform that does just this. A platform we call Dealflo.
Founder & CEO
Founder & CEO
Abe Smith is an experienced CEO with a successful 19 year leadership record in the FS and FinTech sectors. As the founder and CEO of Dealflo, he has built the company from nothing to processing over $10bn transactions pa within a few years.
Prior to Dealflo, Abe built and sold a series of Fintech ventures including Proficient Europe (data analytics-driven customer engagement), Geneva Partners (technology brokerage) and Atomic (financial management tools), helping create over $1bn of shareholder value in the process.
As CTO, Alexei is responsible for all technical aspects of the Dealflo offering. He is an experienced technology leader and visionary with 25 years of experience in software development, design and architecture. Alexei is an expert in the areas of electronic signatures, vaulting and evidence management.
Before joining Dealflo he was CTO at Silanis Technology, a leading provider of e-signature solutions for enterprises, where he led the transformation of the e-Sign Enterprise family of products from a traditional ‘on-premises’ software system to a cloud-enabled, scalable, high-performance service platform.
Mike joined Dealflo as CFO in 2015. He has over 20 years’ experience in Financial and Commercial roles within the technology and telecoms sectors. As CFO of Excelian, a Financial Services technology consultancy, Mike provided the financial leadership to manage the business through International growth and prepared the business for a successful sale to Luxoft. Mike was previously Finance Director of Telstra International EMEA, where he significantly improved business performance through restructuring and repositioning the company to focus on Enterprise managed services contracts.
Alastair leads Dealflo’s marketing strategy and execution operation.
Before joining Dealflo, he had successfully driven rapid business growth through marketing in both global corporates (Dell, Rackspace and Telenor) and a number of early stage businesses (most recently, sales acceleration leader Artesian Solutions) across many territories. Alastair holds an MBA from Warwick Business School, a BA from Manchester University and a Postgraduate from Kingston Business School and regularly speaks at marketing industry conferences and feature on judging panels for the latest B2B best practices.
Director of Corporate Development
Director of Corporate Development
Mike owns Dealflo’s corporate development strategy and is an experienced executive with a track record running major international projects. His initial focus, was on managing teams to build complex front-end systems for financial clients including Merrill Lynch and Goldman Sachs.
In the early 2000s, Mike was a co-founder and Head of Projects for FS specialists, Atomic. After their sale to BSG PLC, he joined as part of the management team. After completing the post-sale earn-out, Mike went on to run major enterprise projects for Opodo, Expedia and Sportingbet.
David is responsible for defining and executing the company’s sales strategy. Prior to joining Dealflo, David worked at Callcredit for seven years across multiple roles, most notably the Vertical Markets Division breaking into new markets such as Lending, Retail, Gaming and Payments, building up a new division to £10m+ of recurring revenue. David also has significant experience in building and delivering strategic channel sales strategies, securing international partner relationships with organisations like Google and MasterCard.
He is active in developing Dealflo’s product strategy, being an expert in all forms of financial services origination including customer verification, financial crime prevention and risk assessment.
David holds a BSc from Loughborough University in Information Management and Business Studies.
OneSpan enables financial institutions and other organizations to succeed by making bold advances in their digital transformation.
From digital onboarding to fraud mitigation to workflow management, OneSpan’s unified, open platform reduces costs, accelerates customer acquisition, and increases customer satisfaction.
Learn more about OneSpan at OneSpan.com.