Digital forms are natively connected to InvestGlass’s CRM, The tool fosters onboarding flow starting the customer life cycle management. All customer data is stored in the CRM which means that the next time you reopen the form – the field will be populated with previous answers.
Results from forms are marked with points to identify responses that are relevant to your compliance policy. InvestGlass API is connected to multiple API to collect fraud and information and liveness detection which helps banks and insurance to determine if the person or company say who they say they are. The tools are perfect for banks or insurance looking to give a rating or client risk assessment to their customers. Each score can trigger automation such as individualized emails or SMS.