Digital Customer Service Software

We're helping organisations across a range of industries improve their customer experience, meet compliance obligations, and reduce operational costs.

Financial Services

Application forms with adviser prefill & integrated AML for individuals/entities, client portals, complex data integrations.

Insurance

Application forms with adviser prefill, conditional paths, lookups, attachments, save-and-finish later.

Advisers

Declaration & fact-find forms with prefill, save-and-finish-later, data export to application forms.

Healthcare

Medical history & consent forms with electronic signature, image annotation, request & remind before appointments.

Education

Consent, payment, and information request forms with automatic follow-up. Discount for schools.

AML Reporting Entities

Client onboarding forms with integrated AML for Lawyers, Accountants & Real Estate Agents.

We've designed a customer service platform to do more, digitally.

Onboarding forms with integrated identity verification for AML/CFT compliance
Client portals for self-service and GDPR right-to-access/change compliance
Bulk prefilled requests for information
Multi-party and large/complex data capture
Workflow authorisation and approval processes
Comprehensive system integration including on-premise
Automated & timely electronic messaging

We integrate directly with the IT systems that run your business.

1. Push files to cloud storage 2. Push data to cloud applications 3. Pull data to an on-premise server using our API 4. Manage data using our integrated workflow