Give new customers a fully digital start and manage existing customers 100% paperless - without media breaks and without duplicate data entry.
The intent is there, the process slows it down. As long as forms travel back and forth, you lose time, data and prospects.
Every media break and every missing field increases the drop-off rate - prospects abandon the process.
Data is entered multiple times and transferred into the system by hand - slow and error-prone.
Identification, signature and documentation have to be right - every manual step is a risk.
Our solution maps the entire onboarding chain in a single flow: capture data, check, identify, sign, complete - hybrid with an advisor or online-only.
A seamless process - from data capture to contract opening, without media breaks.
Individual data capture including plausibility and completeness checks.
Identification and/or digital signature via your preferred provider.
Contract opening and management including customer login and digital mailbox.
Higher conversion, more satisfied customers and noticeably less effort in the back office.
Internal and external document processes mapped and automated.
Signature, identification and compliance checks seamlessly integrated.
Plausibility and completeness checks directly within the flow.
Connection to existing system landscapes via API.
Hosted in Germany, on-premise or with your preferred cloud provider.
Reuse of existing data for pre-filled fields.
Interrupt the process and continue seamlessly later.
Individually customizable in your brand design.
Any language, usable on laptop, tablet and smartphone.
“Through the successful collaboration with United Signals, we created a location-independent onboarding journey that shortens account and portfolio opening to just a few minutes and reduces manual rework by over 90%. The go-live was achieved in just 90 days.”
