Enabling Mandate Management proficiency

Provide a superior service while remaining compliant

Give your mandate management processes the efficiency boost they need to separate your customer experience levels from the competition.

Providing help to customers unfortunate enough to need it.

Consumers on the whole, are oblivious to mandates and the work or requirements involved to manage them. Therefore, when consumers need them setup, amended or cancelled, it’s organisations that need to ensure the process is as smooth as possible and complies with regulations.

Managing and storing a large number of mandates is an invaluable helping hand in delivering fast payment experiences and prompt customer requests, and so requires systems that are efficient, compliant and reliable.

Streamline your mandate management system

Our platform capabilities ensure 100% compliance as the entire process is audited and stored automatically. Add to that, our solution is white labelled, configurable and doesn’t require integration with your current systems, allowing us to stand it up quickly.

The below provides you with a top-level view of the modules we use to increase efficiencies, enabling you to verify identity, digitally exchange documents and collect eSignatures in a secure environment.

Delivering substantial uplift to all your KPIs

25% uplift in conversions

The longer a journey, the more likely a customer is to drop off of a purchase.

By streamlining journeys so that they can be completed often in just one single interaction, our solutions remove the breaks in which customers drop off. The result?

A surge in conversion rates for your business.

75% reduction in overheads 

Inefficiencies caused by mail, document processing and lengthy handling times mean operating costs for businesses are inflated.

By digitising these typical breakpoints or eliminating the need for them entirely, we help our clients to boost efficiency, enabling them to offer maximum value to their customers at the lowest possible cost.

100% compliance, guaranteed

Traditionally, compliance procedures have been susceptible to staff error. Moreover, physically storing customer documents can be both costly and inconvenient.

Our solutions ensure compliance by creating automated workflows that eliminate the potential for mistakes. By collecting electronic signatures and exchanging documentation digitally, there is no need to listen back to calls to check compliance delivery. That means completing paperwork becomes a thing of the past.

90% reduction in transaction times

Lengthy transaction times, both on a journey and individual touchpoint level, benefit no one. Efficiency suffers and frustrated customers drop out in favour of a competitor who can deliver the product or service quicker.

Our solutions reduce transaction times by giving staff the digital tools that enable them to meet the customer need there and then, improving first contact resolution so complex journeys no longer need to span multiple steps and channels.

90+ NPS

Customers are no longer willing to settle for second rate experiences, and organisations that don’t put the customer at the heart of their journey will cause friction and frustration.

By streamlining the sticking points in journeys so they become effortless and flow seamlessly, our clients benefit from happier customers and better brand advocacy over time.

Read our blog

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