Outdoor Sales System for Bank or Stock company provides face-to-face, one-stop financial services in customer’s home or office. Bank staff or brokerage staff visits customers and provides services such as financial consulting, opening customer account, and selling financial products.
- Increase customer convenience and satisfaction. This system will be very helpful and convenient for persons who are old, disabled, sick or busy.
- Reduce branch offices and save operating cost
- Increase sales revenue
- Improve competitiveness
- Break into new markets
How it works:
- Customer fills out forms: Confirmation of Investor Information, Information agreement & Investment Application form
- Create e-Signature, Certificates, submit forms, do account transfer
- Store and management with Archive, Core System, Trusted Authorities
- Wizard driven customer input (required fields, input sequence)
- Prefill most of input fields
- Dynamic forms can handle various optional cases with a single form
- The same form runs on mobile and desktop
- Personal Identification : ID card scan, stamp scan, photo, electronic signature
- Personal Authentication: Mobile Authentication(Telco), Credit card or Bank Account
- Integration with Digital Certificate Authorities: TSA (Timestamp Authority), CeDA(Certified e-Document Authority)
- Integration with Core System, Cash Management System, CRM, etc.
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