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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Digidesk is a cutting-edge platform for managing electronic documents and forms, aimed at eliminating the need for manual data entry and paper documentation while enhancing the experience for candidates. It facilitates a seamless onboarding journey for your employees or clients, allowing them to engage across various platforms at their own convenience. By automating processes, you can significantly cut down manual processing errors and inefficiencies by as much as 95%. This platform offers a completely secure and safe approach to document management tailored to fit your business needs. Additionally, it can streamline onboarding time by up to 90% through the use of user-friendly forms that gather information in a single step. Transitioning to a fully digital system can also decrease onboarding costs by up to 85%. Users can easily view, edit, and upload forms from smartphones, tablets, or laptops, all while managing permissions and data from one centralized application. With Digidesk, you can digitize, send, fill out, upload, and oversee your documents and forms anytime, any day of the year, ensuring constant accessibility and efficiency in your operations. This comprehensive system not only modernizes your processes but also significantly enhances overall productivity.

Description

Enhance your customer acquisition efforts, streamline expenses, minimize drop-off rates, and provide an exceptional customer experience by utilizing a scalable and user-friendly online account opening solution. This innovative portal-based system, which is constructed on a low-code digital automation platform, intuitively guides users through each step of the process. Your account opening interface should be smart and adaptive, enabling customers to start, pause, and finalize their applications across various channels while ensuring their data remains intact. Moreover, equip your staff with the tools to effectively upsell and cross-sell products tailored to the evolving needs of customers. This unified platform efficiently manages a wide range of products, including savings, checking, CDs, MMAs, IRAs, HSAs, and more, while also supporting both consumer and business accounts online. Additionally, the software can automatically pre-fill data from identification documents or existing customer records, further enhancing the user experience and efficiency. By leveraging such technology, organizations can foster stronger relationships with their clients and drive growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Heptagon Technologies

Founded

1998

Country

India

Website

digidesk.co

Vendor Details

Company Name

Newgen Software

Founded

1992

Country

India

Website

newgensoft.com/solutions/industries/financial-institutions/digital-online-account-opening/

Product Features

Onboarding

Course Management No 
Document Management No 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook No 
Employee Portal No 
File Management No 
Job Description Management No 
Orientation Management No 
Self Service Portal No 
Task Management No 
Tax Forms No 
Training Management No 

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

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