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  4. LIVE CONTRACT
Company
SyncPilot GmbH
Category
Client Communication Management
Released
14 June 2019
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LIVE CONTRACT

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About the partnership

LIVE CONTRACT covers all procedures, processing steps, and interactions that ordinarily take place in a customer/consultant discussion at a branch, in an office, or at the customer's home. The platform covers sales from A to Z. It includes all features and tools for conducting individual customer consultations, involving experts (multi-guest session), explaining products, filling out documents and applications, processing them, and finishing with a notice or a legally and audit-compliant signed contract.

Key features

  • Device-independent consulting - at any time any place and multilingual
  • Case closing customer dialog with no media breaks, in real time and with electronic signature
  • Process cost reduction of up to 35% or more by streamlining and automating core processes

Platform

Overview

Digital experience

Client management

Investment management

Trading

Lending and credit

Payments

Treasury, risk and compliance

Data analytics

Integration

Solutions

Overview

 

Services

Aladdin | Avaloq

Banking Operations

Ecosystem

Derivative Partners

Academy

Insights

Overview

Blog

Reports

Press releases

Events

About

Overview

Clients

Leadership

Sustainability

Partnerships

Careers

Overview

Job openings

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