Enhance Customer Experience

Positive Customer Experience

  • Design the app for your customer so they find useful information
  • Make complex things look easy
  • Send meaningful information and do not overload your client

Consolidation

Take advantage of your PMS and show the most significant data to your client. Let him communicate with you for detailed information. Here you can show your added value. Be independent from provider (Bank or Insurance).

e-Signature and Documents

  • Link your client to his mobile and let him sign the documents and validate communication

Communication

  • Offer a secured private messenger to your clients, store all the communication and allow him to follow the exchanges. Through this channel you will be MIFID 2 and IDD compliant.
  • In your multi-channel strategy include this powerful tool that you control.
  • Communicate the essentials in our busy world
  • Invite your clients to communicate with you
  • Send documents to be signed
  • Make proposals