Dealflo VP of Sales David Fletcher explains how how Dealflo collects evidence to help prove compliance.
The first step in Dealflo creating a contract package, is not to store evidence on lots of different databases but, using proprietary technology, split open the contracts, rather like an envelope, so we can layer evidence directly into the package.
Firstly, we go away and capture the relevant identity evidence, making sure we can prove the customer is genuine and it was them signing the agreements.
Next, we gather the relevant intent. This could be ‘click-to-sign’ or information relating to the contract needed to be signed, such as marketing preferences.
Dealflo also records the process from end-to-end, making sure we can visually replay exactly what the customers shown, and their interactions with the workflow.
Finally, all of this electronic evidence is bundled together and sealed with a digital signature, giving it integrity.
VP of Sales, Dealflo
OTHER RESOURCES YOU MIGHT LIKE