Digital Experience

Digitize the customer relationship from beginning to end.

We integrate onboarding, contracting, inquiries, payments and service into simple, secure experiences connected to your origination, operating or financial core systems.

The current challenge

When customer experience depends on manual processes and isolated systems

Travel, paper, repeated data entry and fragmented service create friction for customers and increase the institution’s operational workload.

Slow onboarding

Contracting requires visits, physical documents and repeated data entry.

Scattered information

Files, contracts and interactions live in separate systems.

Service dependency

Inquiries and clarifications consume staff time on repetitive tasks.

Fragmented collections

Payments arrive through different channels without integrated posting and reconciliation.

The solution

What does this service include?

Six capabilities that can be implemented gradually or as an integrated digital experience.

Digital Onboarding

Remote customer onboarding with identity validation and digital file capture, without travel or paper.

Electronic Signature

Integration of advanced electronic signatures with a certification service provider throughout the contracting cycle.

Self-Service Portal

Access to balances, statements, payments and service requests without staff intervention.

Document Management

A digital file linked to operations, with access and validity controls, integrated with the origination system or core.

Payment Channel Integration

Multiple payment channels with automatic posting and reconciliation.

CRM

Custom development or implementation and integration of a platform to manage prospects, customers, opportunities and interactions.

Results

What changes for your organization

Faster remote contracting

Less paper and manual data entry

Centralized files and contracts

Greater customer autonomy

Automatically posted and reconciled payments

A complete view of the customer relationship

Integration

Connected to existing operations

We design each component to integrate with origination systems, financial cores, identity, signature and payment providers, and service platforms.

APIs · Electronic signature · Identity validation · Payment gateways · CRM · Document management · Financial core
Frequently asked questions

Decisions worth clarifying from the start

Do all capabilities need to be implemented at once?

No. The solution puede construirse por etapas, priorizando los puntos de mayor fricción para el cliente y la operación.

Can it integrate with our current core or origination system?

Yes. The architecture is defined according to available interfaces, business rules and each platform’s constraints.

Does Benova develop a CRM or implement an existing one?

Both options are possible. We assess whether it is better to develop a specific solution or configure and integrate an existing platform.

Explore

Otros Centros de Solutions

Go directly to another Benova capability.

Are you looking to digitize your customer experience?

Let’s discuss the processes that create the most friction today and the best way to integrate them.

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