Digital Sales & Onboarding Platform

online shopping

Now with COVID-19

  • People are moving from Store to Online Stores.
  • Digital Sales Onboarding Platform is customized for Banks and Insurance Companies.
  • Customer experience has changed, and every financial institution now need to cope with that change, with the current circumstances everyone is staying home, so why not bring sales to customer’s home?
  • With our newly innovated Digital Sales and Onboarding platform, Sales is made easy, banking or insurance products are just a click away from customers with the best customer experience and engagement platform.
  • Not a single sale would be lost. Customer can start buy process on one channel including branch and finish it on any channel and system keeps reminding/alerting customer with unclosed sales to help close them.

Banking Products that can be sold Online

Retail Banking
Cooperate Banking

Digital Sales & Onboarding Platform Modules

product catalog and comparison

Product Browsing and Comparisons

Loan Calculators

Study/Customize Product Variables

buy product

Buy/Apply for Product

upload required documents

Upload Required Documents

pay money

Pay/Transfer Required Amount

bank verification

Bank Verification

Internal Workflow

Internal Workflow/API

two way discussion

Two way Deal Discussion/Chat

single branch visit

Single Branch Visit by Appointment

How eBSEG Digital Sales Platform works

  • Reusable components that can plug together to form each product flow.
  • Define any new product from Admin Control Panel using the existing components.
  • What if we need to customize a competent, eBSEG Development team will do this for you and add the new component to your deployment for reuse in current or any future product.
  • Check any change of flow or any new change on a Staging Env and using Platform Publishing Tools to deploy it to Production without any need for IT or Vendor involvement.
  • Check this link to know how Digital Sales and Onboarding Platform works at NBE

Additional Modules

1- Profiling Module

  • Know your potential Customer even before becoming a customer.
  • Allow Customer to Register his information.
  • Allow Customer easier follow up on his request(s).
  • Move his registration automatically from Onboarding system to eBanking System.

2- Loyalty Module

  • Let customer know his balance.
  • Allow customer to view Loyalty rewards Catalog.
  • Allow customer to Redeem Loyalty Rewards.
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