Video signature with biometric ID validation uses AI for real-time facial recognition and behavior analysis, ensuring secure transactions and access.
Business Accounts Cross selling with Account Opening Automation
Promotion of self-service options for opening Business Accounts, sending periodic emails and/or SMS to the client and agent regarding missing files, and providing links to the forms for uploading the missing files.
Insurance Cross Selling with Underwriting Automation
Automates the Insurance Cross Selling, promoting, underwriting, and e-closing new policies to a segment of your current portfolio.
Self-managed Customer Dossier Creation
Allows clients to self-manage their files, ensuring that all the documents needed to open the files are present and sends the necessary reminders.
Quote Abandonment Recovery with Policy Approval Automation
A sequence of messages sent to leads who have failed to complete an online quote, including links to return to where they abandoned and tools for dossier self-management.