Transparent and safe platform for customer onboarding and servicing
Online Office is a tool for automated onboarding of new customers (both individuals and legal entities), as well as for safe, structured and conveniently manageable communication with customers, easy application acceptance and processing control.
- Modern technologies
Use the adaptive design in accordance with the image of your company. The design works with the most popular OS and browsers on all screen sizes. The system contains a customer management section on behalf of your company (Middle Office), as well as can be integrated with the CRM system your company is using.
- Convenient customer onboarding and management
Provide your customers an option to register on their own, using their contact information (email, phone number) for automated verification and check of compliance of the identity documents. Register users controlling the access rights and status of the users. Add customers to the user’s profile. Use convenient search criteria for quick search of users and customers. Use all the tools for editing user profiles, including deleting users, changing status etc.
- Customer questionnaire and documentation management
Let your customers fill in well-structured questionnaires and submit the necessary documents. Ensure that the customer’s contact information, questionnaires and documents are regularly reviewed and updated.
- Application management
Implement the necessary application form samples for various products and services, simplify segmentation of customer applications, as well as manage the history of application processing in the archive. Set individual regulatory conditions to application fields that will help the users to fill in the application correctly. Delegate manual processing of customer applications to your employees or do it automatically in Middle Office or CRM system. Register customer’s orally submitted applications, which then are entered into the system by your employees in accordance with the customer’s instructions.
- Communication management
Ensure convenient communication with the customers by sending personalized messages or addressing a particular group of customers. Also the system enables the customers to send messages to your employees with documents attached as files. For better overview of the communication, the incoming and outgoing messages are displayed in two different folders of the mailbox. One can set criteria for convenient search of specific messages, archive all types of messages and configure notifications to your email about every incoming message. The system also allows to save the document in a draft to be edited and sent later, as well as export of applications in PDF for convenience of daily work of your employees.
- Safe authentication
Implement safe customer authentication process using SMS or Google authenticator that ensures user’s activation link to be sent to email. For convenient customer service, employees may be given access to profiles of several customers, as well as a separate access to each customer profile user can be created.
- User and customer’s activity log
Check activity log of all users and customers in Online Office. By setting specific search criteria, one can check and find the necessary events. Activity log provides also lists of messages sent, as well as an option to open them and read the entire content of the message.
- Simple management and maintenance
Use the convenient customer service platform that you can adjust to the daily work of your company. The system offers a list of settings’ menus, including validation settings, mailing settings, as well as maintenance of lists and classifiers and configuration of parameters. Upon necessity, one can edit field verification conditions, classifiers and application forms, as well as use a list of other functions. Online Office offers management of internal use documents, instructions or descriptions in one single section.