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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 Pollinate?

Our onboarding solutions, available both online and through personal agents, foster crucial communication between small enterprises and banking institutions. These tools enable banks to understand the precise requirements of businesses while also conducting necessary verifications to implement payment solutions and beyond. The intuitive portal comes equipped with essential resources that empower businesses to understand, manage, and grow their operations effectively. Furthermore, it seeks to minimize the need for customer support interactions, whether for clarifying transactions and settlements, applying for financial products, or overseeing digital loyalty programs. This leads to a more relevant and satisfying experience for consumers by providing a unified platform to access all loyalty initiatives and promotions. Moreover, it can operate independently or integrate effortlessly with an existing banking app, thus improving the overall user experience. This adaptability guarantees that businesses can customize their banking solutions to align perfectly with their specific needs, ultimately driving greater efficiency and satisfaction. As a result, small businesses can thrive in a competitive landscape while maintaining strong relationships with their banking partners.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Pollinate

Date Founded

2017

Company Location

United Kingdom

Company Website

www.pollinate.co.uk/our-platform/

Categories and 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

Categories and 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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