Financial services made simple.
The finance industry (banks, insurance, consumer-credit institutions) is subject to AML regulations, some of the most stringent for any industry. The duties imposed by these regulations make interactions with customers (especially as so many of us become accustomed to quick and easily accessible digital services) more complicated.
Thanks to the solutions we have developed specifically for the financial industry, digital customer onboarding, remote identification, and contract execution, can all be completed with a few simple clicks.
Financial services made simple.
The finance industry (banks, insurance, consumer-credit institutions) is subject to AML regulations, some of the most stringent for any industry. The duties imposed by these regulations make interactions with customers (especially as so many of us become accustomed to quick and easily accessible digital services) more complicated.
Thanks to the solutions we have developed specifically for the financial industry, digital customer onboarding, remote identification, and contract execution, can all be completed with a few simple clicks.
Simple and secure customer onboarding
According to ABI Lab, 73% of financial institutions identify digital customer onboarding as a top priority. Intesa offers a variety of options for customer identification and recognition which can be integrated into an existing CRM system.
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No problem - we can custom-build exactly what you need.
Financial-contract execution
Intesa Sign also lets you know how much CO2 you have eliminated by going paperless.
SPID and CIE for proper verification
Because the Italian Digital Agency regulates and accredits service providers, verification compliance in the financial industry can be achieved by implementing “Login using SPID” or “Enter using CIE”. Simply reach out to a provider like Intesa to get started.
Scanning or faxing a copy of the customer’s ID is no longer required: once one of these digital IDs has been issued, most of the required data has already been collected.
Guaranteed security.
See who’s chosen Intesa
Banks, insurance companies, consumer-credit institutions, and estate brokers and agents: we create custom solutions for each industry.
Sara Assicurazioni
“The AES option with self-ID we designed with Intesa offers multiple benefits for the customer: they can utilise a remote-signing and paperless option whilst maintaining proper legal and statutory compliance”
Rosa Pagano, Head of the Legal Affairs Office for Sara Assicurazioni Spa
FCA Bank
“For FCA Bank’s strategic plan, digital customer onboarding represents a major step towards achieving full e-commerce, which will rely on integrating the payment gateway”
Fabio Capra, Head of ICT FCA Bank.
Pitagora Spa
“Pitagora’s goal is to place the gamut of available channels at its customers’ disposal. We want to have every option possible to reach them”
Fabio Capra, Director of Operations for Pitagora Spa.
Sara Assicurazioni
“The AES option with self-ID we designed with Intesa offers multiple benefits for the customer: they can utilise a remote-signing and paperless option whilst maintaining proper legal and statutory compliance”
Rosa Pagano, Head of the Legal Affairs Office for Sara Assicurazioni Spa
FCA Bank
“For FCA Bank’s strategic plan, digital customer onboarding represents a major step towards achieving full e-commerce, which will rely on integrating the payment gateway”
Fabio Capra, Head of ICT FCA Bank.
Pitagora Spa
“Pitagora’s goal is to place the gamut of available channels at its customers’ disposal. We want to have every option possible to reach them”
Fabio Capra, Director of Operations for Pitagora Spa.
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Customer experience seamless
Intesa’s solutions are integrated into our customers’ existing proprietary solutions, including any mobile app or site, which makes for a seamless customer experience.
Economic savings
We estimate that KYC processes cost upwards of Euro 60 million every year. By digitalising customer identifications, and the contract-signing process, you will see significant savings of both time and money.
Better accessibility for your documents
Intesa’s DTM platform means documents are stored in a legally compliant manner, making them more secure and easier to access.
Sustainability
We are all responsible for sustainability. By choosing Intesa, you can save CO2 emissions, as well as the concrete footprint used for paper-document storage.
Customer experience seamless
Intesa’s solutions are integrated into our customers’ existing proprietary solutions, including any mobile app or site, which makes for a seamless customer experience.
Economic savings
We estimate that KYC processes cost upwards of Euro 60 million every year. By digitalising customer identifications, and the contract-signing process, you will see significant savings of both time and money.
Better accessibility for your documents
Intesa’s DTM platform means documents are stored in a legally compliant manner, making them more secure and easier to access.
Sustainability
We are all responsible for sustainability. By choosing Intesa, you can save CO2 emissions, as well as the concrete footprint used for paper-document storage.