NABIX AGENT
Core system (central hub) of a financial company with electronic document management (EDM) integration
What challenges do we address?
Challenges in managing customer data
The personal account interface ensures convenient management of customer data. Employees can process requests and update client information in just a few minutes.
Inefficient document management system
We offer automated electronic document management with the capability to sign documents using a digital signature.
Challenges in management
The system allows for configuring user access levels, managing client requests, creating and administering users, as well as attaching documents and presentations.
Lack of transparency in employee actions
The integrated activity log enables comprehensive tracking and monitoring of all system operations, ensuring full process transparency and minimizing the risk of errors, thus enhancing accountability and operational efficiency.
Lack of flexibility in customer communication
The ability to manually customize email and SMS notifications for clients at every stage of document processing allows businesses to tailor communication to their specific needs.
As a result, you will receive
The intuitive user interface of the personal account enables rapid processing of client requests within minutes.
The ability to efficiently manage client data, process requests, and handle documents enhances the overall quality of customer service.
The system provides extensive administrative capabilities, including user creation with varying access levels, request management, tool catalog configuration, and agent company administration.
The personal account interface offers the flexibility to adapt processes to the company’s unique requirements, whether in brokerage services or asset management operations.
The integrated activity log and status tracking functionality for requests and contracts ensure full control over all processes.
Let's Talk
Contact us, and we will provide detailed information about our products and services