Offer seamless on-boarding
Zafin’s vision is to take over the “Apply Now” button on a bank’s digital channels.
The Zafin Origin platform enables banks to provide an end-to-end digital purchase and contracting experience that is simple, personalized, and frictionless. With an intuitive online interface and workflow, consumers and small businesses can identify the right set of banking products and services based on their needs, and purchase them in real time.
Increase revenue by driving sales via online and mobile channels and reducing application abandonment rates
Reduce costs by shifting sales interactions to digital channels and automating the execution and fulfillment of accepted offers
Enhance the client experience by personalizing offers to clients’ needs, while enabling them to complete applications and open accounts digitally
Get up and running on the cloud more quickly and efficiently
Any digital channel, any screen, any time
Allow clients to initiate an application on any self-serve digital channel (mobile, online), as well as staff-assisted digital channels, such as an in-branch, tablet-enabled discussion with a Relationship Manager.
Save and resume on any device
Allow clients to initiate an application on any digital channel, save it and resume at another time on any digital channel.
100% cloud-based platform
With our best-in-class cloud partners, we offer a secure, private platform in the cloud, providing security, compliance, and flexibility.
Customizable user interface and branding
Create a consistent look and feel of your digital channels, following brand guidelines, while tailoring language and tone to suit the bank’s brand.
Pre-integrated third-party APIs
Create a frictionless user experience by integrating with the latest third-party technology for specific aspects of the digital origination process.
Minimize manual data entry
Auto-populate relevant data fields from available APIs and data sources, simplifying and accelerating the application process and ensuring data accuracy.
Online needs assessment
Allow prospective clients to identify banking products and services best suited to their needs.
Intelligent shopping basket
Present personalized multi-product offers to clients and dynamically generate a universal form with common data attributes, eliminating duplication of data entry.
Digital signature integration
Provide options ranging from simple scribble signatures for touch devices to integration with e-signature providers, such as DocuSign.
Standardize the management of attachments for supporting documents and bundling with the completed application package.
Direct integration with back office systems
Automate the execution and fulfillment of accepted offers through Zafin’s professional services.
Real-time application dashboard
Enable product or middle office managers to view a summary of submitted applications and their status.
Explore by role
Find out how these specific roles in your bank can benefit from this solution.