Insurers & financial service providers

SYNGENIO AG

Requirement
Simplify the process for new customers & digital contract conclusion
Solution
Centralized template management and automated document creation with the neeyo Suite

Digital customer acquisition with the neeyo Suite

Simplicity is a key factor in acquiring new customers - for Syngenio this factor was the digital contract conclusion. Intuitive processes create a familiar environment, making it easier for new customers to make decisions.

Although contracts have long been regularly concluded online, there are still often media disruptions. A media disruption occurs when one format is changed to another within a process.

Syngenio's application route builder simplifies the digital acquisition of new customers. The optimized client onboarding process allows customers to open an account more quickly. At the end of the digital process, a PDF is generated and sent to new customers via email. The PDF must then be printed out and signed by the customers.

This process is much more efficient for the company. Using the application route builder's intuitive editing program, the application route can be configured in a few minutes with drag-and-drop functionality. Once the digital application route is complete, the approval process begins with a single click. The application route then automatically goes live. How can this process be made just as easy for new customers?

The goal is to digitally conclude contracts in new customer acquisition.

The intuitive digital contract process enables quick implementation of new processes. Data is transferred smoothly to the integrated document processing system, which effectively converts information into the required format. This ensures clear, precise information for recipients.

Digital contract conclusion: reaching the goal together!

Syngenio and neeyo started cooperating in 2023 to simplify data and document processing together. Proof of feasibility was provided within a week. Thanks to the interaction between the application route builder and the neeyo Suite, data can be outputted efficiently and in the desired format.

This is how the new software solution works: The Syngenio application route builder collects all the essential data needed to create documents. The neeyo Suite delivers this data to the internal automated document renderer and monitors the entire process through to the final output.

The neeyo Suite simplifies template management and automates document creation. Digital signing of contracts can also be integrated, which is the core element in digitally concluding contracts. neeyo's software solutions are characterized by a central control option, which is particularly important in template management. Changes to formats or content are processed at a single point, ensuring these changes are applied to all desired templates.

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