Digital Sales
Platform

Connecting brokers and banks, bringing digital channels to assisted sales

We have developed a platform for digital distribution of financial products through partner distribution networks. The platform can handle both assisted sales and self-service online sales.

DSP is an all-inclusive suite for financial products distribution. It’s available as an on-premise or as a hosted service / SaaS.

Our solution is deployed and running in one of the major Czech banks.

Frontend solutions(desktop/tablet/mobile) Partners(distribution networks) StrategicpartnersFinancialadvisors Self-serviceeShop Management& B/O Financial Product Provider Accounts Cards Overdrafts Consumerloans Investments Insurance Savings Digital Sales Platform(accesed through API) — Proposal, product modelling— Client Identification (ID Scan, Anti-fraud, KYC, AML)— Data analytics, scoring— Payments— Signature, biometrics, product allocated E2E Digital Sales Process Partner management Deal managementand comissions Mortgages Frontend solutions(desktop/tablet/mobile) Partners(distribution networks) StrategicpartnersFinancialadvisors Self-serviceeShop Management& B/O Financial Product Provider Accounts Cards Overdrafts Consumerloans Investments Insurance Savings Digital Sales Platform(accesed through API) — Proposal, product modelling— Client Identification (ID Scan, Anti-fraud, KYC, AML)— Data analytics, scoring— Payments— Signature, biometrics, product allocated E2E Digital Sales Process Partner management Deal managementand comissions Mortgages StrategicpartnersFinancialadvisorsSelf-serviceeShopFrontend solutions(desktop/tablet/mobile)Partners(distribution networks)Digital Sales Platform(accesed through API)— Proposal, product modelling— Client Identification (ID Scan, Anti-fraud, KYC, AML)— Data analytics, scoring— Payments— Signature, biometrics, product allocatedE2E Digital Sales ProcessPartner managementDeal managementand comissionsFinancial Product ProviderAccountsCardsOverdraftsConsumerloansInvestmentsInsuranceSavingsMortgagesManagement& B/O

Benefits
for Product Providers

  • All-inclusive suite to distribute your financial products.
  • Technology and business processes tried and tested in numerous implementations.
  • New partners’ onboarding made easy.

Benefits
for Distribution Partners

  • Relieves your partners of the need to integrate into product provider backend systems – everything is ready-to-use.
  • Integrates directly into a partner’s frontend systems, through APIs. Alternatively, our solutions can operate through frontend multichannel applications provided by us.

References

UniCredit Bank

Interested in knowing more?