Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our onboarding solutions, accessible both digitally and through an agent, initiate an important dialogue between small businesses and banking institutions. These tools empower banks to gain insights into the specific needs of businesses while facilitating essential checks to establish payment solutions and more. The user-friendly portal is equipped with vital resources designed to help businesses comprehend, oversee, and expand their operations effectively. Moreover, it aims to reduce the necessity for customer support interactions, whether it's for understanding transactions and settlements, applying for financial products, or managing digital loyalty initiatives. This creates a relevant and fulfilling experience for consumers by offering a centralized platform to view all available loyalty programs and promotions. Additionally, it can function independently or integrate seamlessly with an existing banking application, enhancing the overall user experience. This flexibility ensures that businesses can tailor their banking solutions to best fit their unique requirements.
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Pollinate
Founded
2017
Country
United Kingdom
Website
www.pollinate.co.uk/our-platform/
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
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