Customer Onboarding: 9 questions to evaluate risk in your financial agreement process
Download the e-book
Featured Case Study
Complete control over content, process, evidence and data
Unlike traditional eSignature providers, the Dealflo user experience is 100% customisable for our clients. From brand, look and feel to workflow, messaging and communications, Dealflo clients have complete control of the user experience.
Dealflo gives clients a control of every aspect of the transaction process at a more granular level. Dealflo modules (data capture, authentication, electronic / digital signature) and their surrounding components (e.g. document generation and vaulting) exist as independent modules that can be included and configured with whatever workflow clients require.
This enables clients to guarantee that legal and compliance processes are being adhered to throughout the transaction – not just during signing.
Unlike traditional eSignature providers, Dealflo can gather a much wider range of evidence throughout the transaction – not just during signing. This includes evidence such as:
The ability to create, secure and retain additional evidence and to control the process by which it is created, gives Dealflo clients a much higher degree of control over their compliance and legal enforceability which, in turn helping them manage the overall risk of the transaction.
Knowledge is power. Unlike traditional eSign providers, Dealflo is able to gather a wide range of customer and transaction related data. We are then able to apply advanced machine learning to these rich data sets to produce actionable information for our clients. Information such as: