A detailed report has been published to help guide financial services companies through the key stages of buying agreement automation software to digitise customer onboarding.
The new guide, called Agreement Automation for Customer Onboarding RFP Guide, is aimed at financial services companies looking for technology that can automate the end-to-end customer agreement process, and comes with a template RFP in an excel spreadsheet containing best practice suggestions for questions to include to find the best providers.
Jul 19, 2018
A detailed report has been published to help guide financial services companies through the key stages of buying agreement automation software to digitise customer onboarding.
The new guide, called Agreement Automation for Customer Onboarding RFP Guide, is aimed at financial services companies looking for technology that can automate the end-to-end customer agreement process, and comes with a template RFP in an excel spreadsheet containing best practice suggestions for questions to include to find the best providers.
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NASDAQ-listed Vasco Data Security has rebranded as OneSpan and announced the acquisition of financial agreement and identity verification firm Dealflo in a deal worth £41 million ($55 million).
The deal brings together two leaders involved in the digitalisation of business processes for customer onboarding.
UK-based Dealflo has seen rapid growth in the asset finance market and recently reported that more than one-third of all motor finance agreements executed in the UK now pass through its financial services automation platform.
May 31, 2018
NASDAQ-listed Vasco Data Security has rebranded as OneSpan and announced the acquisition of financial agreement and identity verification firm Dealflo in a deal worth £41 million ($55 million).
The deal brings together two leaders involved in the digitalisation of business processes for customer onboarding.
UK-based Dealflo has seen rapid growth in the asset finance market and recently reported that more than one-third of all motor finance agreements executed in the UK now pass through its financial services automation platform.
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First impressions count for a lot, especially in a competitive market. As financial services companies have found to their cost, the customer onboarding process can make or break a customer relationship. Get onboarding right, and it’s the perfect opportunity to win a customer’s loyalty. Get it wrong, and customers will become frustrated and walk away.
Today’s consumers want to sign up for financial agreements quickly and conveniently. Either online, at home, or face-to-face with an intermediary. In two recent studies, researchers found that 83% of UK consumers are comfortable signing financial agreements electronically if it means receiving funds faster1, and that 41% of customers would be happy to buy a car through an entirely online process2.
Apr 30, 2018
First impressions count for a lot, especially in a competitive market. As financial services companies have found to their cost, the customer onboarding process can make or break a customer relationship. Get onboarding right, and it’s the perfect opportunity to win a customer’s loyalty. Get it wrong, and customers will become frustrated and walk away.
Today’s consumers want to sign up for financial agreements quickly and conveniently. Either online, at home, or face-to-face with an intermediary. In two recent studies, researchers found that 83% of UK consumers are comfortable signing financial agreements electronically if it means receiving funds faster1, and that 41% of customers would be happy to buy a car through an entirely online process2.
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More than one-third of all motor finance agreements executed in the UK now pass through the Dealflo financial services automation platform, the company has revealed.
The platform allows motor finance companies to digitise their end-to-end customer agreement process, including the use of e-signature technology.It also collects evidence at each stage of the transaction to prove that agreements have been executed to fully compliant standards.
Among its recent customers is Santander Consumer, which signed up to the system to underpin its motor finance operations.
Apr 16, 2018
More than one-third of all motor finance agreements executed in the UK now pass through the Dealflo financial services automation platform, the company has revealed.
The platform allows motor finance companies to digitise their end-to-end customer agreement process, including the use of e-signature technology.It also collects evidence at each stage of the transaction to prove that agreements have been executed to fully compliant standards.
Among its recent customers is Santander Consumer, which signed up to the system to underpin its motor finance operations.
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Leading car finance broker DSG Financial Services originally began looking at automated e-signing and verification system as part of a move to set up its own lending function alongside its existing broker offering.
“We wanted to make sure the lending process was as efficient as possible, given that lenders and borrowers are increasingly moving to online operations. Our first thought was to implement an e-sign function. But once we evaluated Dealflo’s solution, we saw we could do a lot more, by creating a multi-lender facility which automates processes end-to-end and which would deliver significant additional benefits,” explains DSG’s CEO Richard Hoggart.
Jan 20, 2017
Leading car finance broker DSG Financial Services originally began looking at automated e-signing and verification system as part of a move to set up its own lending function alongside its existing broker offering.
“We wanted to make sure the lending process was as efficient as possible, given that lenders and borrowers are increasingly moving to online operations. Our first thought was to implement an e-sign function. But once we evaluated Dealflo’s solution, we saw we could do a lot more, by creating a multi-lender facility which automates processes end-to-end and which would deliver significant additional benefits,” explains DSG’s CEO Richard Hoggart.
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This month (February) UK’s Bacs introduced changes to the way in which paperless direct debit mandates are treated.
To help their clients understand the changes better. Dealflo has written a White Paper: Financial agreement automation and paperless direct debit mandates - general guidance. The paper offers a set of best practice guidelines with the intention of steering financial institutions towards adopting practical automation solutions that mitigate DDM, legal and compliance risk.
Feb 28, 2017
This month (February) UK’s Bacs introduced changes to the way in which paperless direct debit mandates are treated.
To help their clients understand the changes better. Dealflo has written a White Paper: Financial agreement automation and paperless direct debit mandates - general guidance. The paper offers a set of best practice guidelines with the intention of steering financial institutions towards adopting practical automation solutions that mitigate DDM, legal and compliance risk.
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