
Insights
How digital channels can assist the financially vulnerable
Finance providers have had two-and-a-half years to ensure they have processes and systems in place to help those who might be deemed as financially…
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Make it easy for customers to switch to a new product at the end of their current offer period online.
Make it easy for customers to switch to a new product at the end of their current offer period online.
Key features of
Interact Switch provides you with a full picture view of your primary mortgage account as well any accounts from further borrowing.
We can generate an ESIS ( European Standardised Information Sheet) to the customer. This is specific to the mortgage the customer is wanting to purchase so they have a full view of the costs and terms involved.
Specifically built for mortgages, Interact Switch allows users to digitally switch mortgage products at the point of maturity.
Make it easy for customers to switch to a new product at the end of their current offer period online.
Interact Switch allows your customers to view and compare product offers in their dashboard. Customers can view multiple different products side by side for greater clarity.
You can add secure sign-in functionality to your site using unique customer data and sending a one time passcode to a users phone. Interact Switch securely handles failed attempts and elapsed time periods. Users can also agree to terms and conditions, as part of the sign up process.
Interact Switch’s agent portal gives mortgage lenders the ability to see a real time record of customer activities as they happen. You can track their progress through the switching journey and support them when they need it.
Keep customers notified via SMS and Email with mortgage product information such as when their deal is coming to an end. Users can log on to see an overview of their mortgage information, switching options and see how their switch is progressing.
Ebook
For more information about Interact Switch, download our user guide below.
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Download fileCustomer Success Stories
Critical to their future success would be the selection of digital banking capability. Security, resilience, high availability and performance were of course critical to success, but in addition the supermarket bank needed to give their customers superior digital banking solutions, rich in functionality.
Customer success storyCustomer Success Stories
Until the summer of 2021, DF Capital’s interactive channels included telephony and secure messaging, but needed to offer more flexibility to meet customer expectations. Following feedback from its savings account holders, the business decided to enhance the functionality of its digital self-serve capabilities.
Customer success storyCustomer Success Stories
MotoNovo Finance’s plans for growth required a digital-first customer engagement strategy that could scale to meet the expected massive increase in customers.
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