Redsoft
Web/mobile personal account system for financial assets management
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![Omni-logo](/local/templates/redsoft2019/common/a1/dist/assets/images/omni.png)
Web/mobile personal account system for financial assets management
Easily and quickly draws up financial products both in the offices of affiliate networks and directly to their customers online - without visiting offices, managers and signing papers.
The system solves key problems
in sales support:
![qr код](/local/templates/redsoft2019/common/a1/dist/assets/images/qr.png)
![проблемы в продажах](/local/templates/redsoft2019/common/a1/dist/assets/images/problems.png)
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Long cycle for the deal
(up to 2 business days) -
Low sales-manager’s involvement
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A lot of paperwork in the office
(1-2 hours) -
Paper workflow between an agent and a company
It leads
to negative
consequences:
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Low conversion
-
The high cost of sales
-
Complex and exhausting calculation of the deal’s value
A1 Platform structure
The platform consists of personal accounts for managers
and for clients, a mobile application, a website, and CRM. All systems are integrated with your company's IT system together as well as separately.
![](/local/templates/redsoft2019/common/a1/dist/assets/images/structure-en.png)
The integration system significantly simplifies and speeds up drawing up of deals, moreover, the result will be instantly reflected in the interface of each platform module.
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Capabilities of agent personal account
All functionality is available both on computers and mobile devices - it means that a manager can work with a tablet in the operational office.
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Customer data are entered through passport scanning, manually of be usage or external services. The system implies verification of data through state information systems
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Selection of products on the showcase by parameters or with a step-by-step questionnaire, with assignment of a risk profile
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Draw up an application for purchase
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A detailed description of the product, its statistics and tips - the reasons for the purchase
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Sign an application by electronic signature via SMS
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Draw up documents for payment
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Reception of applications from clients
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Connect to a sales consultant from your company online
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View a complete or limited dataset for an individual client
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View sales statistics from different sides: manager / place of sale / agent
![](/local/templates/redsoft2019/common/a1/dist/assets/images/manager_shape.png)
Convenient registration of the deal by the manager
The procedure of sales through the manager’s personal account is simple and quick
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The manager scans the client passport, uploads the scan to the system
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The system automatically recognizes passport data, fills in personal data of the client and checks through state information systems
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The manager selects products on the showcase, offers them to the client
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The manager draws up a purchase request
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The client can sign it by electronic signature via SMS or on a paper application
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Automatically, the client gets access to the personal account (in web and mobile applications)
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The client pays for the application at the box office
![](/local/templates/redsoft2019/common/a1/dist/assets/images/cabinet_bg.png)
![](/local/templates/redsoft2019/common/a1/dist/assets/images/cabinet.png)
Capabilities of client personal account
Client can register by uploading a passport scan, through public service portals, or simply entering his passport data. The platform then verifies the correctness of user data through external resources and registers the client. As a backup option, registration via courier is available.
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Pick up any product on the showcase
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Explore its description and statistics in detail
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Make an application for registration of the PIA or STM
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Sign it with an electronic signature via SMS
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Pay in a convenient way
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Keep track of the portfolio’s dynamics
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Apply for the purchase share of stocks
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All this functionality is available both on a computer and in applications on mobile devices.
![](/local/templates/redsoft2019/common/a1/dist/assets/images/order_shape.png)
Order through the client personal account
All the client needs is a passport or confirmed registration on public services portals
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The client scans the passport, uploads the scan to the system or logs in through public services portals
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The system automatically recognizes passport data, fills in personal data of the client and checks through state information systems.
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The client selects products on the showcase
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The client draws up a purchase request
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The client signs it with an electronic signature via SMS
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The client pays for the application in a convenient way
Technological stack
The platform is built on a microservice architecture that’s why it provides a high speed of changes in functionality. The use of this solution can reduce time2market to 1-2 weeks
![](/local/templates/redsoft2019/common/a1/dist/assets/images/exchange-en.png)
Modules of the platform
- Registration of an application through an agent’s manager
- Payment online or through the cashier
- Statistics of operations by manager, department or agent
- Registration of an application online
- Payment online or by details
- Remote authentication via external resources
- Convenient product showcase with the possibility to choose products with certain parameters
- Product cards with graphs and detailed descriptions
- Compulsory materials storage system for regulatory compliance and integrity control
- Full features of the client’s personal account
- Native applications for IOS and Android
- Identification in the application via TouchID/FaceID
Results of implementation
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The conversion to sales from the online channel grew 2.3 times on the same traffic
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Client registration time in the office was reduced from an hour to 5 minutes
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The time2market change rate reduced from 2-3 months to a week
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Previously, it was not possible to know how much one client costs for a company
Today we can calculate the cost of customer acquisition and evaluate how changes in the system affect this indicator
![](/local/templates/redsoft2019/common/a1/dist/assets/images/results.png)
![](/local/templates/redsoft2019/common/a1/dist/assets/images/timing_bg.png)
Terms and conditions of implementation
![](/local/templates/redsoft2019/common/a1/dist/assets/images/timing.png)
implement a system
in affiliate network
We suggest several
options for cooperation:
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License sale
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License rent
But most importantly, we got a solution that can be expanded both by the forces of our developers and by cooperation with other contractors
Thanks for the support
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