Customer Onboarding: 9 questions to evaluate risk in your financial agreement process
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For clients who do not already have an ‘apply online’ front end or who require enhanced ‘apply’ functionality, Dealflo offers a Universal Application Module:
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.
In addition to processing client-generated documents, Dealflo enables template-driven document generation with on-the-fly data entry for maximum contract process flexibility.
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:
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.
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.