Remote Selling

REMOTE AND SECURE ENGAGEMENT

Remote selling is the CRIF solution that manages your end-to-end sales journey, transforming your customer engagement with a seamless UX, making your processes smoother and more efficient.

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.
  • Three types of electronic signature available
  • Fully assisted customer interaction
  • Clientless: no application to install
  • Customer journey with customizable workflow
  • Digital signature
  • Live interaction
  • Video collaboration tools
  • Omnichannel & workflow-guided UX
  • Third parties integration ready

HOW WE HELPED OUR CLIENTS UNLOCK THEIR POTENTIAL

Discover how some of the world's most important companies improved their performance and defined a brand-new digital path, both for them and for their clients.

For A Pan-european Commercial Bank With A Unique Service Offering In Italy

Customer Support

A Pan-European Commercial Bank wanted to support its customers by phone call using home banking personal area tools. Moreover, it wanted to increase the purchase services within Home Banking personal area

  • Integrated Audio/Video Call widget within Home Banking support site
  • Customer Screen Sharing tool
  • Improved customer experience thanks to Audio/Video call

  • Real Time Customer remote screen shareing

For An High-tech Banking Group

Customer Support

A High-tech Banking Group wanted to support its customers by phone call using home banking personal area tools. It wanted to increase the purchase services within Home Banking personal area and evaluate the customer satisfaction

  • Integrated Audio/Video Call widget within Home Banking support site
  • Customer Screen Sharing tool
  • Improved customer experience thanks to Audio/Video call

  • Real Time Customer remote screen shareing

  • Real Time documents sharing with customers

GET IN TOUCH WITH THE SALES TEAM

What does the next digital journey of your business look like? Let's find out together.