Mobile Account Setup
Improve user experience and boost your business with quick account opening and setup from a mobile device. Customers can easily take pictures of their IDs and bank cards and upload them into your system on application. Our Optical Character Recognition (OCR) technology recognizes all essential information and fills in any forms or modules automatically, freeing clients from typing. Customer acquisition is made easier: your customers can now open accounts effortlessly anytime and anywhere.
Remote Opening of Business Accounts
Intsig helps banks or securities brokers open their business accounts remotely. Users can take pictures of their business license and other required documents and upload them into your system. Our OCR technology reads the uploaded documents, identifies the license, and fills the data into your system, avoiding typing errors and speeding up the process.
Empower your Customer Relationship Management (CRM)
Share notes and activities added to accounts with your colleagues and report to your superiors effortlessly. Our OCR technology allows you to scan business cards and save the information as a new lead or contact directly into your CRM or OA system. Our products can seamlessly integrate with popular CRM systems, including Salesforce, Microsoft Dynamics, and Sugar CRM, among others. You can now safely store all critical information in your CRM and free your team from paperwork and leave their focus on more important works to grow your business.