SOLUTIONS

BEST PRACTICES

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DIGITAL TRANSACTION MANAGEMENT

DTM helps you remove manual paperwork from processes and automate the collection of signatures. Once authorized, participants have access to the transaction any time, any place and with any device. Transaction participants can add data or upload supporting electronic or paper-based documents to the digital transaction.

CLIENT ONBOARDING

Deliver the digital customer experience right from the start by providing digital client onboarding. Leverage precious client relationship time and achieve faster client commitment. Combine with high end-to-end operational efficiency. Let your clients onboard without the encumbrance of manual paperwork.

REGULATORY COMPLIANCE

Automate the administrative activities necessary to comply with the increasing regulatory compliance requirements. Minimize risks, reduce time and cost of gathering evidence to demonstrate compliance. Empower your staff to work on value-added tasks. Automate processes such as MiFID, KYC, CDD or UBO.

DIGITAL USER EXPERIENCE

Customer expectation is higher than ever in digital Financial Services. Offer your clients the digital user experience that aligns with the highest standards for digital transactions. Move away from analog offerings and counter market disruptors with an intuitive solution that repays itself.

CREDIT AND LOANS

Introduce a hassle-free application and approval process for credits and loans. Service your clients alert with a highly efficient and transparent end-to-end process from application to final signature. Rapid feedback and digital collaboration are delivered, including tools to upload documentary evidence.

PAPERLESS BANKING

Eliminate the costs, risk and poor user experience caused by paper handling in your processes. Connective enables your organization to eliminate all paper flow between the bank and its branches, cutting out the related cost. A business case with unparalleled ROI.

DIGITAL SIGNATURE

Security and legitimacy are critical prerequisites for digital business, especially for highly regulated industries. We have mastered the required technology skills and understand the underlying business dynamics to deliver secure and compliant digital signatures that can be collected anywhere, anytime, any place.

FINANCIAL PLANNING

Streamline and digitize the collection of client profiling information and share investment advice and portfolio documents in collaboration with your private banking clients. Face to face or via remote portal access, strong authentication and data security ensure full confidentiality for all digital exchanges.

HR MANAGEMENT

Automate your outbound and inbound HR communication processes. Remove paper and the need for physical signatures in your exchanges with your permanent or your temporary staff. Employment offers, contracts, amendments or policy changes, all are now managed efficient, legally compliant and secure.