COLLECT

  • Collect customer data in a way that is GDPR compliant (gaining explicit consent)
  • Eliminate the paper chase and collect customer data into one centralised file.
  • Reduce admins costs associated with data collection with automated reminders scheduled to your deadlines.
  • Close contracts faster with real-time tracking of data requests

STORE

  • Unlimited data storage – store up to 1 million collected client files in our ultra secure hosted environment
  • Track all customer interactions and append related contract documents with our advanced note feature and save to an individual customer record
  • Download and/or securely share a complete customer record as a single PDF file or multiple files as CSV that can be imported into other business critical systems
  • Permanently delete (purge) or archive records for future use

VERIFY

  • Accept or reject documents received and schedule a resubmission request directly from the dashboard
  • Manage your risk in a cost effective way with our Pay-as-You-Go Verifications solution (if you suspect an ID document is fraudulent)
  • Maintain accurate and auditable date records of documents received, including ‘original sighted’ documents.

COMPLY

  • Protect and store your client data in accordance with GDPR with our ultra secure fully encrypted hosted solution.
  • Efficiently comply with the new rights of your customers and employees and rapidly respond to consumer and employee requests to access, port or erase their data. (GDPR)
  • Track important document expiry dates ensuring that you continuously maintain current client files with our automated data request scheduling feature.
  • Auditable data trail of how you manage (and obtained) customer consent, acted transparently (GDPR) and maintained records.