Contract-related customer processes digitally and automated – making you faster and cheaper
User-friendly, fast, and superbly efficient – with the DialogOnline omnichannel self-service portal for banks, contract-related customer processes are fully digital and highly automated.
This enables banks to obtain approvals or eSignatures quickly and easily, e.g., in order to make changes to GTCs or accept new prices, provide new consent to data processing, or for all other contractual documents. The result is then automatically transferred to your core banking system and the document archive.
Providing maximum relief for your sales staff!
Simple processes and proven, innovative technologies are used to carry out contractual transactions with customers via various access channels – by the bank staff in a branch office, in a customer service center, or directly by the customer.
Make doing business easier, faster, and more cost-effective with our modules for agreements. With intuitive signature or confirmation features, you can give your consent on virtually any device.
Obtain approvals, e.g., for changes to terms and conditions, data quality or communication issues, or broker powers of attorney using eSignature or confirmation and automated transfer back to the core banking systems and the document archive
Obtaining individual customer signatures on bank and association forms in branches, in customer service center or directly online by the customer using advanced eSignature (e.g., for KSV, powers of attorney)
Obtaining individual customer signatures on bank and association forms via e-mail and 2-FA by the customer using a qualified eSignature (e.g., for loan agreements or memberships)
Optimize signature-related processes while reducing paper, printing, and mailing costs
Protection against manipulation thanks to secure, legally compliant signature and confirmation functions
Reduce paper and toner inputs, lower your carbon footprint, and protect the environment
Reduced workload for sales staff through standardization and automation of sales and service processes
Increased customer satisfaction through prime convenience, usability, transparency and speed - from first touch point to signature
Gain a reputation as a digital pioneer and first mover in the financial services sector among customers