Benefits
Traceability and customization
The customer can complete orders through the client portal, which is customized with the logo, colors and typography of the financial institution's brand manual.
100% digital and automated
It reduces the friction generated with the customer and the internal operational burden.
Automatic reminders
Send periodic reminders on a daily, weekly or monthly basis.
Customizable templates
Adjust the tone of the requests to the urgency they require in each case.
Update
Email notifications of approval or rejection of documentation.