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What is eBSEG Digital Sales & Onboarding Platform?

The Digital Sales and Onboarding Platform is specifically designed to meet the needs of Banks and Insurance Companies. Our innovative platform simplifies the sales process, enabling customers to conveniently access banking and insurance products with just a simple click. This ensures that no potential sale is lost, allowing customers to initiate their purchasing journey on one channel, like a branch, and seamlessly complete it on another. The system proactively alerts customers about pending deals, encouraging them to finalize their purchases. Key Features of the Digital Sales & Onboarding Platform Include: - Browsing and comparing various products. - Gaining insights and customizing different product options. - Applying for or purchasing desired products. - Uploading necessary documentation. - Facilitating the transfer or payment of funds. - Conducting bank verification processes. - Integrating internal workflows and APIs. - Engaging in two-way discussions about ongoing deals. - Scheduling a single branch visit by appointment for added convenience. This comprehensive platform not only enhances customer experience but also streamlines operations for financial institutions, driving greater efficiency and satisfaction.

What is Instant Bank Verification?

Instant Bank Verification (IBV) is a cutting-edge service that allows lenders to confirm financial information in real-time with user consent. Utilizing IBV, you can authenticate user identities and mitigate the risk of fraud. Additionally, it enables immediate verification of account balances, employment status, and income levels while providing access to transaction histories. The ability to validate borrowers' assets directly from the source enhances the reliability of the lending process. With a flexible pricing model, you only incur costs for the services you actually use, making IBV an attractive option for various loan origination scenarios. This service is particularly well-suited for short-term loans, retail lending, auto financing, property rentals, and many other financial needs. Furthermore, IBV can be seamlessly integrated into your current website through a user-friendly web portal or a comprehensive document API. For more insights into how IBV can streamline your lending processes, be sure to explore our demo. By leveraging these functionalities, lenders can make informed decisions quickly and efficiently.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Flexible pricing. Contact us for details.

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

eBSEG

Date Founded

2000

Company Location

Canada

Company Website

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

Company Facts

Organization Name

MicroBilt

Date Founded

1978

Company Location

United States

Company Website

www.ibvnow.com

Categories and Features

Bank Verification

Not specified

Banking

Credit Card Management
Online Banking
Retail Banking
Transaction Monitoring

Categories and Features

Bank Verification

Not specified

Banking

Risk Management
Transaction Monitoring

Embedded Finance

Not specified

Financial Data APIs

Not specified

Financial Risk Management

Credit Risk Management

Financial Services

Risk Management

Fraud Detection

For Banking

Loan Origination

Audit Trail
Customer Database

Online Banking

Electronic Statements
Fraud Detection
Transaction Monitoring

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