Customer Onboarding: 9 questions to evaluate risk in your financial agreement process
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Featured Case Study
Traditional e-signature companies have historically relied upon the operational efficiency business case. That’s fine – everyone likes saving money.
With the firepower of multiple global ID&V checks, electronic and digital signature, vaulting, sophisticated workflow and advanced analytics all delivered in an end-to-end service, Dealflo takes the business case to the next level.
As an end-to-end service, Dealflo enables clients to automate more of the transaction process than they can using traditional eSign vendors alone. Clients also have greater control over the complete user experience.
Through Dealflo’s unique Verification Hub, clients can positively identify a higher proportion of customers than a single bureau relationship. Improved ID&V, greater automation and improved user experience drives increased adoption and increased sales.
Lastly, Dealflo’s data analytics capabilities increase clients’ sales by identifying more valuable browsing customers and increasing credit conversion – without increasing risk.
…conversion up by 25%…Read the full testimonial
The more you can automate, the more you can save.
Dealflo can automate 100% of any financial transaction in any major market. Unlike traditional eSign providers, this includes ID verification, anti-impersonation, referral processes, document generation, electronic and digital signature, vaulting and distribution.
Enabling our clients to fully automate their end-to-end process also means they can then automate internal down-stream processes (in the knowledge that the upstream process has been done correctly – or not done at all). All this delivered through a single integration.
The result, for our clients, is simple – Dealflo has the biggest impact on efficiency.
The efficiency gains are blindingly obvious..Read the full testimonial
The only end-to-end service to be independently ISO27001 certified, Dealflo is able to generate a wider range of evidence types to protect our clients including advanced ID verification, bank and documentary checks, geo-location and customer experience evidence amongst others.
The way we collect, secure and store (or enable clients to store) digital evidence is also uniquely designed to assist financial institutions to better manage legal, fraud, compliance and commercial risk.
best covered the challenge to electronic signature…Read the full testimonial
The more you can automate, the lower your carbon footprint.
Dealflo can automate 100% of any financial transaction in any major market. Unlike traditional eSign providers, this includes ID verification, anti-impersonation, referral processes and downstream client processes.
The result, for our clients is, simple – like our logo, Dealflo is greener.