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In the past, companies who wanted to automate their financial agreements had to consider multiple different types of software and service, from online application to identity verification, authentication, document generation, e-signature and storage.
The resultant hybrid solutions have proved expensive, slow to implement and inflexible. More importantly, the agreements created by such an approach exhibit multiple evidential and compliance weaknesses exposing the client to increased risk.
Dealflo is an end-to-end financial agreement automation service incorporating all the components necessary to fully automate financial transactions. Not just eSign. Compared to traditional eSign providers, the Dealflo service decreases risk and cost whilst increasing conversion and sales.

A full suite of powerful, customisable modules

Universal Application

Online application – out of the box

For clients who do not already have an ‘apply online’ front end or who require enhanced ‘apply’ functionality, Dealflo offers a Universal Application Module:

  • Browser-based application for multiple channels – web, mobile, call centre, store and branch
  • Configurable workflow, brand, look and feel
  • Multiple integrated verification services through Dealflo Verification-Hub
  • Data validation

Verification Hub

Pre-contract intelligence

Dealflo Verification Hub gives clients access to the widest range of configurable identity and verification services available. From bureaus to specialist providers – all through a single web-services integration with a single contract.

The result for our clients is increased conversion, improved resilience, reduced risk and optimised customer experience.

Document Generation

Tailored, configurable content integrated into client workflow

In addition to processing client-generated documents, Dealflo enables template-driven document generation with on-the-fly data entry for maximum contract process flexibility.

Features include:

  • Template driven document customisation/personalisation
  • PDF Document splitting, merge and page extraction
  • PDF forms
  • Form fields data extraction and update
  • Form field positioning
  • Black-out / white-out areas
  • Customisation blocks / Annotations
  • Watermarks
  • Document ID markers
  • Signature field positioning
  • Text anchors

Electronic Signature

Advanced signing capability

Dealflo provides an electronic / digital signature module specifically designed for the execution of financial agreements in any major market around the world. Compared to a traditional eSignature provider, this means a greater emphasis on:

  • Enforceability
  • Compliance
  • Information security
  • Confidentiality
  • Resilience
  • Performance

Vaulting

Security, resilience, independence

The Dealflo Vaulting Service is a sophisticated storage facility where clients can vault digital assets such as financial agreements and their associated electronic evidence.

The Vault leverages Amazon Web Services (AWS) S3 service to ensure physical, environmental and network security in the economic area of our clients’ choice whilst the service provides robust data isolation with an authenticated role-based data access model.

Service features include:

  • API and portal access
  • Multiple search parameters
  • Individual or batch download capabilities
  • Hierarchy-based functionality
  • Authenticated staff access
  • ISO27001 compliant
  • Unrestricted capacity
  • Monitoring
  • Multi-location backup

Service Control Engine

Complete control over content, process, evidence and data

Dealflo’s Service Control Engine gives clients unparalleled control over the content, process, evidence and data surrounding their agreement processes on a transaction-by-transaction level.

No other solution can be customised to this extent enabling clients to offer transparent, integrated agreement automation with optimal customer experience and maximum insight.