Data retrieval
Guided entry via dynamic web forms, automatic validation (e.g., address, IBAN).
Data retrieval
Guided entry via dynamic web forms, automatic validation (e.g., address, IBAN).
Verification process
Verification of data completeness by the customer; validation logic reduces clarification cases.
Data transfer
Automatic creation and transfer of sealed documents to CRM systems such as Salesforce.
Error correction
Option for targeted correction by dealers or sales, only incorrect fields are updated.
Digital signature
Qualified electronic signature (QES) via integrated qTSPs, eIDAS-compliant signing directly in the process.
Successful onboarding
End-to-end digitized process, all data and documents are automatically imported into the system.