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.

Benefits

  • 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

52% of banks don’t allow clients to save and resume the mobile process using a different channel, and just under 40% of online applications are abandoned because they take too much time or require too much manual data entry.

2017 Digital Banking Report

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.

Features

  • 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.

  • Attachment management

    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.

Learn more about how Zafin's solutions are used by some of the largest banks in the world.

Case Studies

Explore by role

Find out how these specific roles in your bank can benefit from this solution.

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