Harness Digital Tools to Streamline Financial Service & Sales
With ever-growing regulatory requirements, it’s imperative to find ways to simplify client onboarding. Lightico immediately eKYC and ID&V solution empower financial institutions with a customer-friendly way to comply with the most stringent regulations.
Thanks to real time client collaboration like calculators and repayment schedules, reps can tailor solutions to exactly match customer needs. Even when customers are on the go, agents can progress opportunities and provide customized solutions to serve their clientele.
Agents can capitalize on these client opportunities These opportunies can be seamlessly By offering legally binding digital signature and immediate payment processing, agents can activate accounts while on the call.
In-call tools make it easy to complete all associated paperwork before hanging up the phone.
Automate document collection and electronic signature collection to free time for further prospecting
- Improve closure rate
- Slash time-consuming follow-up
- Speed onboarding
- Initiate new campaign seamlessly
- Provide live system support
- Complete eKYC instantly
- Immediate ID&V
- eSign forms
- Real time calculations