Solution introduction

vDoc is an unassisted document sharing solution that allows customers to seamlessly progress their own customer journey through the upload, download or electronic signature of documents via a secure customer portal

Customers can access vDoc using any browser on their PC, tablet or mobile device. Using a password, customers can log into their own secure personal portal that allows them to upload, download and electronically sign documents at their own convenience. Automated work flows manage the customer journey, so that documents are uploaded and signed in the correct order and the customer is notified of any outstanding actions or updates by email and SMS.

vDoc can be integrated with electronic identity providers like Experian or Equifax, so customers do not have to go into branch for identity verification. vDoc improves customer experience rating, as well as significantly reducing the costs and time taken to process applications. vDoc guarantees compliance and our clients frequently see an increase in conversion rates of over 20% and RoI within 3-4 months.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.