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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 SurePay?

SurePay provides specialized verification services for payees and bank accounts, catering specifically to banks, payment service providers, and a range of organizations. Among their offerings are the Verification of Payee and Confirmation of Payee, which evaluate the beneficiary's name in relation to account details before payments are processed, resulting in classifications of match, close-match, or no-match. Clients can choose to integrate these verification checks through APIs or access them via portal and batch-check methods for account validation. In addition to these core services, SurePay bolsters its solutions with features such as validation for international payments, alerts for account changes, and indicators of potential fraud risk, all designed to support payment processing, onboarding of suppliers, and the detection of fraudulent activities. By providing such an extensive suite of tools, organizations are empowered to enhance the security and efficiency of their financial operations while minimizing risks associated with transactions. Ultimately, SurePay’s offerings represent a vital resource for any organization looking to optimize their payment processes and safeguard against fraud.

Media

Media

No images available

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

Pricing Information

£2,400/year
UK account-verification subscriptions: Insight Starter is £2,400/year excluding VAT for 900 checks/year and 5 portal users; Insight Pro is £4,900/year excluding VAT for 4,000 checks/year and 10 portal users. API Connect is quoted and starts at 16,000 checks/year. Bank API pricing is quoted to fit requirements and may include a one-time connection fee plus per-call charges based on transaction volume.

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Webinars
Online Training
On-Site Training

Training Options

Not specified

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

SurePay B.V.

Date Founded

2016

Company Location

Netherlands

Company Website

www.surepay.eu/

Categories and Features

Bank Verification

Not specified

Banking

Credit Card Management
Online Banking
Retail Banking
Transaction Monitoring

Categories and Features

Bank Verification

Not specified

Fraud Detection

Not specified

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