Digital Sales Platform

Connecting brokers and banks, bringing digital channels to assisted sales

We have developed a platform for digital distribution of financial products through partner distribution networks. The platform can handle both assisted sales and self-service online sales.

DSP is an all-inclusive suite for financial products distribution. It's available as an on-premise or as a hosted service / SaaS.

Our solution is deployed and running in one of the major Czech banks.

Digital Sales Platform Frontend solutions(desktop/tablet/mobile) Partners(distribution networks) StrategicpartnersFinancialadvisors Self-serviceeShop Management& B/O Financial Product Provider Accounts Cards Overdrafts Consumerloans Investments Insurance Savings Digital Sales Platform(accesed through API) — Proposal, product modelling— Client Identification (ID Scan, Anti-fraud, KYC, AML)— Data analytics, scoring— Payments— Signature, biometrics, product allocated E2E Digital Sales Process Partner management Deal managementand comissions Mortgages Digital Sales Platform Frontend solutions(desktop/tablet/mobile) Partners(distribution networks) StrategicpartnersFinancialadvisors Self-serviceeShop Management& B/O Financial Product Provider Accounts Cards Overdrafts Consumerloans Investments Insurance Savings Digital Sales Platform(accesed through API) — Proposal, product modelling— Client Identification (ID Scan, Anti-fraud, KYC, AML)— Data analytics, scoring— Payments— Signature, biometrics, product allocated E2E Digital Sales Process Partner management Deal managementand comissions Mortgages Digital Sales PlatformStrategicpartnersFinancialadvisorsSelf-serviceeShopFrontend solutions(desktop/tablet/mobile)Partners(distribution networks)Digital Sales Platform(accesed through API)— Proposal, product modelling— Client Identification (ID Scan, Anti-fraud, KYC, AML)— Data analytics, scoring— Payments— Signature, biometrics, product allocatedE2E Digital Sales ProcessPartner managementDeal managementand comissionsFinancial Product ProviderAccountsCardsOverdraftsConsumerloansInvestmentsInsuranceSavingsMortgagesManagement& B/O
Benefits for Product Providers
  • All-inclusive suite to distribute your financial products.
  • Technology and business processes tried and tested in numerous implementations.
  • New partners' onboarding made easy.
Benefits for Distribution Partners
  • Relieves your partners of the need to integrate into product provider backend systems – everything is ready-to-use.
  • Integrates directly into a partner’s frontend systems, through APIs. Alternatively, our solutions can operate through frontend multichannel applications provided by us.

References

UniCredit Bank

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We can look at your business from a different perspective. That´s why we can come up with the new solutions that we can clearly describe, elaborate and design their technical implementation. The original idea is at the beginning of every good business. Thanks to our experience, we quickly know what you want and we are going to help you effectively.

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