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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Why should we confine automation and optimization solely to outbound marketing efforts? True collaboration occurs when all teams unite consistently. With the implementation of COA, there are no longer any justifications for missing out on valuable opportunities. When you view your business from the perspective of your customers, they perceive it as a unified whole, rather than as disparate lines of business or departments. It is essential for you to adopt a similarly comprehensive perspective that transcends individual functions such as Sales, Marketing, Underwriting, or Service. COA provides that all-encompassing, integrated view. It connects marketing with sales, sales with service, and continues this linkage throughout the organization. With COA, every team member and their contributions are synchronized and held accountable. This system creates a dynamic customer profile, which can be tailored to suit your organizational culture and specific needs. By design, COA systematically identifies and ranks new customer opportunities based on your priorities, including factors such as valuation, context, urgency, and the unique skill sets of each team member involved in the process. As a result, your organization can maximize the potential of each opportunity that arises.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Advanced Software Applications

Founded

1992

Country

United States

Website

www.asacorp.com/coa.jsp

Vendor Details

Company Name

eBSEG

Founded

2000

Country

Canada

Website

ebseg.com/Digital-Sales-and-Onboarding-Platform.html

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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