iBroker is our solution for financial brokers that automates the entire financial product sell-cycle. iBroker is aimed at distributors of financial products such as insurance agents, investment advisers and financial consultants.
By using iBroker the distributors can automate the customer on-boarding process, increase customer engagement through advanced online interface, cut operational costs and significantly increase revenues.
iBroker integrates within the broker’s website and offers an end-to-end cycle:
- End-user profiling,
- Financial product selection
- Digital on-boarding including online form filling and digital signatures
- Connectivity to backoffice/IT infrastructure
iBroker provides the financial distributors with a complete, user-friendly and secure sales solution.