Remote Selling

Through video collaboration, clients receive technical support, working with an agent on any product, completing related documents and adding a digital signature to conclude the process.

• REMOTE RECOGNITION
  
  The process of signing up for a new service, such as opening a new account, is fully digital and can be carried out by the customer in complete autonomy and security, at any time of the day and from any device. The customer just needs to frame themselves with their device as if they were taking a selfie, and then show their ID. Identification and compliance checks are then automatically initiated.
  
  
  
• REMOTE ADVISORY
  
  The relationship between the customer and the Brand is guaranteed from the beginning, thanks to screen sharing, document sharing, video chat tools, and digital signatures, bringing personalized advice and the human touch to your sales campaigns. For the customer, everything is simple and immediate to use: there’s no need to download any software, and the operator can see exactly what the customer sees, thereby reducing the need to verbally explain problems.
  
  
  
• REMOTE FINALIZATION
  
  The finalization of any request is fast and fully digital both for the customer, thanks to the digital signature from any device, and for the bank, due to the automated creditworthiness checks and the simplified management of digital contracts. The products and services requested are active and accessible in a very short time, thus reducing the time to cash for the customer.
  
  

3 TYPES OF ELECTRONIC SIGNATURE!

An electronic signature provides a reliable solution to enable the digital signing of an agreement. Considering different industries and regulatory frameworks or risks, it is possible to select the most appropriate level of security for the specific use case.
Digital signatures are regulated by the European eIDAS regulation, the Swiss ZertES and the United Kingdom’s Electronic Identification and Trust Services for Electronic Transactions Regulations.

Depending on the type of electronic signature, it is possible to provide evidence of the willingness of the person to sign, that the document hasn’t been altered in a subsequent timeframe, and of the robustness of identification of the person.

• SES: Simple Electronic Signature
  
  This is the simplest version of digital signatures.
  There is no signer authentication or ID
  verification.
  
  
• AES: Advanced Electronic Signature
  
  This involves signer authentication and ID verification.
  
  
• QES: Qualified Electronic Signature
  
  This is the most reliable type of digital signature.
  There is direct authentication and ID verification
  of the signer provided by a Qualified Trust Service
  Provider. Compared to the AES procedure, there is
  a stronger identification process and the certificate
  applied to the document is associated with the
  person.
  
  

REMOTE SELLING KEY BENEFITS

• Three types of electronic signature available
• Fully assisted customer interaction
• Clientless: no application to install
• Customer journey with customizable workflow
  
  

REMOTE SELLING MAIN FEATURES

• Digital signature
• Live interaction
• Video collaboration tools
• Omnichannel & workflow-guided UX
• Third parties integration ready