Customer Onboarding: 9 questions to evaluate risk in your financial agreement process
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This ebook lists 9 questions that every financial services companies should ask to evaluate areas of risk in their current financial processes.
Legal expert opinion on how financial services companies can create electronic agreements that are both legal and enforceable.
Dealflo CTO Alexei Savchenko on the opportunities and threats of introducing post-quantum schemas to Electronic Agreements and Electronic Evidence management.
On Tuesdays we pick a commonly asked question about Dealflo's platform, and answer it through the medium of video.
This video explains how Dealflo can be used for multiple use cases through one integration.
In February 2018, Dealflo CEO Abe Smith took part in a webinar on how financial services companies can improve Customer Experience (CX), increase sales and reduce risk by digitising the customer onboarding process. The webinar and a complete transcript of the video is available to view here.
An interview with Dealflo CEO Abe Smith. In this interview Abe discusses Dealflo's role in the KYC process for customer onboarding and how financial services companies can use technology to reduce the cost of KYC without compromising on risk.
On Tuesdays we pick a commonly asked question about the Dealflo platform, and answer it through the medium of video.
This video explains how a financial services company would integrate with Dealflo’s platform within the customer onboarding process.
On 19th September, banks, building societies, consumer finance companies, alternative lenders and FinTechs got together to discuss the future of lending. From digital lending to open banking and the opportunities and threats of PSD2, the debate was lively and varied. Here's what we learnt.