Dealflo is now part of OneSpan (previously VASCO).

To learn more about how this will help you in your digital transformation, please read the press release or visit www.onespan.com

Dealflo is now part of OneSpan (previously VASCO).

Get in touch

Start evaluating risk in your current process today!

Overview

The customer onboarding process can make or break a customer relationship. Get it right, and it’s the perfect opportunity to win a customer’s loyalty. Get it wrong, and it can cause customers to get frustrated and walk away. Despite this, the onboarding process at many financial services companies remains slow and manual.

Digitisation offers a way to help financial services companies deliver the right customer experience – as well as reduce risk in the financial agreement process.

Get this Guide

Agree to our Privacy Policy*

What this guide covers:

  • This e-book is for executives at banks and financial services companies looking to use technology to digitize the customer onboarding process
  • The e-book offers readers 9 questions to evaluate areas of risk in current processes

  • Each chapter discusses an area of risk in more detail, and concludes with a check-list of further questions against which to evaluate current systems and technology

Other resources you might like

60 SECONDS VIDEO

The Six Principles of Electronic Agreement Enforceability

60 SECONDS VIDEO

Dealflo’s Solution and 5 Key Technology Modules

60 SECONDS VIDEO

How Dealflo Collects Evidence to Help Prove Compliance