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Average Ratings 0 Ratings
Description
Facilitate the process for users to opt-in to receive text messages, access their account and member numbers, sign up for services, and accept pre-approved offers seamlessly. Integrate our customizable widgets and tools into microsites, landing pages, and your digital banking promotional units to enhance user engagement. Implement scheduled reminder messages to encourage customers and members to take action promptly. Connect email and text communications to tailored microsites or landing pages for a more personalized approach. Display the most relevant next steps within the digital banking interface to guide users effectively. Incorporate our tools directly into the user experience to streamline enrollment in services and acceptance of pre-approved offers within seconds using our cross-channel engagement solution. Additionally, allow for the easy embedding of automated or live chat features into any Digital Onboarding microsite or landing page simply with a single line of code. This approach empowers account holders to complete their tasks without the need for phone calls or in-person visits, while also providing personal bankers with tools to maintain connections even from afar. Ultimately, enhancing user experience across all platforms fosters stronger customer relationships and improves overall satisfaction.
Description
Digital Sales and Onboarding Platform is tailored for Banks and Insurance Companies.
Our new Digital Sales and Onboarding platform makes it easy to sell. Customers can access banking and insurance products with just a click.
There would be no loss of a single sale. Customers can start the buying process on one channel, including a branch, and finish it on another channel. The system keeps reminding/alerting customers with unclosed deals to help them close them.
Digital Sales & Onboarding Platform Modules:
- Product Comparisons and Browsing.
- Learn about and customize product variants.
- Apply for/Buy Product
Upload the Documents You Need
- Transfer or Pay Required Amount
- Bank Verification.
- Internal Workflow/API
- Chat/Discussion on a Two-Way Deal
- Single Branch Visit by appointment
API Access
Has API
No
API Access
Has API
Yes
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
Yes
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Digital Onboarding
Founded
2015
Country
United States
Website
www.digitalonboarding.com
Vendor Details
Company Name
eBSEG
Founded
2000
Country
Canada
Website
ebseg.com/Digital-Sales-and-Onboarding-Platform.html
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
Digital Adoption Platforms
Audience Segmentation
No
Content Creation
No
Contextual Guidance
No
Data Validation
No
In-App Training
No
Launch Management
No
Multi-Language
No
Self Service Tools
No
Surveys & Feedback
No
User Onboarding
No
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
Yes
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
Yes
Private Banking
No
Retail Banking
Yes
Risk Management
No
Securities Management
No
Transaction Monitoring
Yes