Turn any paper-based document into a digital, automated process - and reduce your administrative effort to a minimum.
Print, sign, scan, retype - every round of paper delays the close and ties up your back office.
Contracts travel back and forth by post or email - every loop costs days and puts the deal at risk.
The same data is captured multiple times and transferred by hand - slow and error-prone.
Without digital filing there is no complete, audit-proof documentation - who signed what and when?
Map any form, purchase or finance contract as a web-based, automated journey - including signature and identification from your preferred providers.
A seamless process - from data capture to digital filing, 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 digital mailbox and audit-proof filing.
Faster closings, less effort and complete, digital documentation.
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.
“All the paper-related workload has disappeared, so the back office capacity is put to better use. Where customers used to sign on paper, we can now respond flexibly - so a single advisor, for example, opened portfolios on Usedom and in the Allgäu within a single day.”
