Digitising the financial agreement process
Download the white paper
Featured Case Study
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 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.
eIDAS has caused substantial confusion in business communities by their use of a three tiered approach to electronic signatures. This document is intended to help financial institutions better understand the practical differences between SES, AES & QES.
Financial services firms need to digitise and secure their agreement processes to avoid fines and reputational damage, but also because their customers demand an e-signature experience that is safe, easy and frictionless
Are your electronic agreements enforceable? Leading e-sign specialist lawyer, Lorna Brazell, on enforceability best practice for financial agreements
How the end-to-end digitisation of financial agreements delivers significant gains for financial services companies in the key areas of conversion rates, productivity, compliance and customer experience
The way in which Paperless Direct Debit Mandates are treated is changing. Soon Paperless Mandates will be capable of offering the same level recourse as Paper Mandates. However, the recourse for Paperless Mandates will not be automatic – it all depends on the evidence underpinning the mandate process.