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.
Integrations
Offers API?:
Yes, eBSEG Digital Sales & Onboarding Platform provides an API
No integrations listed.
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Screenshots and Video
Company Facts
Company Name:
eBSEG
Date Founded:
2000
Company Location:
Canada
Company Website:
ebseg.com/Digital-Sales-and-Onboarding-Platform.html
Product Details
Deployment
SaaS
On-Prem
Training Options
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Enterprise
Government
Supported Languages
Arabic
English
eBSEG Digital Sales & Onboarding Platform Categories and Features
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