eBSEG Digital Sales & Onboarding Platform 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
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Integrations
API:
Yes, eBSEG Digital Sales & Onboarding Platform has an API
No Integrations at this time
Company Details
Company:
eBSEG
Year Founded:
2000
Headquarters:
Canada
Website:
ebseg.com/Digital-Sales-and-Onboarding-Platform.html
Media
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Product Details
Platforms
SaaS
On-Premises
Type of Training
Live Online
Webinars
In Person
Customer Support
Phone Support
Online
eBSEG Digital Sales & Onboarding Platform Features and Options
Banking Software
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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