All references

Digital investment process

Digitization

ŞEKER YATIRIM

Şekerbank is one of the largest Turkish banking institutions.

Subsidiary investment company Şeker Yatırım Menkul Değerler A.Ş. (Şeker Invest) offers its private and corporate clients investment portfolio management. It provides its services to clients through branches and sales representatives working in the field. SIGNATUS provided the banking institution with a modern way of concluding a contract with the client.

Modern investment contract

The SIGNATUS solution was implemented in Turkey through the Turkish company AST-IST, which is a business partner of ANASOFT.

A client who decides to invest his funds visits a bank branch or meets with its representative outside the branch. At the meeting, he receives a tablet with the SIGNATUS application and fills out an investment questionnaire.

By connecting the SIGNATUS solution to internal systems, the approval process at the headquarters was automated. The contract is signed in the SIGNATUS application only after the client's profile has been approved.

In addition to the mentioned process, the SIGNATUS application enables the electronic signing and processing of contractual documentation. The overall design of the application was adapted to a corporate design with functionalities such as, for example, recording of an identity document or biometric signature data.

In order to find out the evaluation of the questionnaire by the investment company, the client no longer has to wait several days or attend another meeting.

SIGNATUS and banks

Building a relationship with a customer is one of the key success factors in financial institutions. Customers do not like to wait in long lines and leave the bank with a pile of papers. Modern technologies and solutions such as Signatus provide banks with opportunities to differentiate themselves from the competition.

Shortening the wait with a digital presentation and speeding up the service provision process by using digital signing options are among the ways to acquire new customers and improve the relationship with existing ones.

Benefits

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A completely digitized investment process

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Increased customer comfort

By reducing the number of visits to the investment company

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Custom application design

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Gaining a competitive advantage

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Reachability of the client anywhere

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