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.
![](https://cdn.prod.website-files.com/62d2ebd2727756144c73d7cc/65d8bce6c194d12488419274_Icon%20(4).svg)
100% digital and automated
It reduces the friction generated with the customer and the internal operational burden.
![](https://cdn.prod.website-files.com/62d2ebd2727756144c73d7cc/65d8bd6d19713b651a1832bf_Icon%20(6).svg)
Automatic reminders
Send periodic reminders on a daily, weekly or monthly basis.
![](https://cdn.prod.website-files.com/62d2ebd2727756144c73d7cc/65d8bdb1893e52d36d606f4b_Icon%20(7).svg)
Customizable templates
Adjust the tone of the requests to the urgency they require in each case.
![](https://cdn.prod.website-files.com/62d2ebd2727756144c73d7cc/65d8bd182a1eafda27b79b45_Icon%20(5).svg)
Update
Email notifications of approval or rejection of documentation.