Problems we solve

TIME TO MARKET

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Stay current and on top

Changes in the marketplace require quick response. With our platform you can amend, modify existing products or launch new ones in minutes. It's simple: reuse parts of existing templates, compose from ready-made elements and publish immediately across all distribution channels. These steps have also simultaneously created your mobile application! Your clients will love the ease of use and seamless buying process.

CONVERSION

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Satisfaction and innovation

You want to increase revenue, but fewer clients pop into your brick-and-mortar network. Give them 24/7/365 accessibility. Make your proposition their greatest experience – our platform gives you tools to excel at the way you offer products with minimal customer effort, confusion and stress. Increase conversion rates and create more with less. Moreover, are your fintech innovations aimed toward client acquisition and maximizing profits? Our platform allows for seamless adoption and actively includes all current market innovations – ID verification, biometrics, credit ratings, optical character recognition and more. They can be easily integrated with your services to enhance competitiveness.

UI/UX

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Comfort

Are your offers available around the clock? Are they directed to everyone or just professionals? How do your clients rate you versus your competition? Do they love your website or mobile app enough to actually use it? Optimize your presentation by making it as simple and easy to use as the e-commerce and online social experience your clients enjoy. Business logic, workflow components and reuse of data are among features that subtly and significantly support your clients and allow them to complete forms with only a few clicks.

OMNICHANNEL

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Anytime, anywhere

Are you with your clients at all times and truly accompanying them everywhere? In the office, at the gym or even while walking the dog? Be omnipresent with them – be it online, mobile or with wearable applications – meeting all of their routine and impulsive needs. Give them the freedom to start a form at home and finish later, online or at your branch. Our platform offers all these possibilities and much, much more.

COMPLIANCE / AUDIT

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Ever-changing regulations

Changing rules, new products, new technologies and modifications – challenges that require all form versions to be easily edited. How do you ensure that all customers follow the necessary requirements? How do you process a claim referencing a past case? With the eximee™ Platform, all of this is possible with just one click. Searchable data bases, full versioning, log history and amendments history are just some of the numerous supported features. We know that you live in a regulated environment and we know how to help you best.

OPERATING COST REDUCTION

x

Do more with less

How many people do you have dedicated to your sales activities? Do they all work in the front-office? Has technology reduced the number of people in your middle and back-office? Is your customer acquisition process quick and short? The eximee™ Platform enables substantial operating cost reductions due to centralization and full control of the entire sales process without the need for IT specialists to operate it. Less effort, less time, less people involved. And with much better results!

Platform Features

External Services
Form Designer
Modular Structure
Omnichannel
Advanced Usability
Time to Market
Statistics
Form Parking
Customization
Multi-branding
x

Sales


External Services

The regular version of the eximee™ Platform is comprised of ready-made components that make it easy to build the most common elements of a form template – such as text fields, labels, radio buttons, check boxes, photos etc. More importantly, it allows for creation and incorporation of other specialized components that enable new and unique functionalities. The flexibility of the eximee™ Platform facilitates integration of external services, such as libraries realizing signing procedures, or formatting new ways of displaying products via animation or video. The possibilities of integrating external services, from enhancing user experience beyond currently accepted standards to launching data imported from customer ID cards, driver licenses, car registration cards, QR code scan, OCR applications and more, are extensive.
x

Sales


Form Designer

Quick time-to-market is a prerequisite for a market leader. The eximee™ Platform supports this goal by facilitating instant creation of even the most sophisticated forms. The multi-product dynamic forms, designed to meet the objectives of the current sales campaign, can be tailored to a particular client segment or classified per any desired factor. A created form can be instantly synchronized with different products, different distribution channels – own distribution (bricks), web and mobile (clicks) or intermediary distribution – and with different technologies. Further, adding parameters like pre-defined time validity or a validity period and conforming requirements of different channels, allows for very precise sales efforts planning. Plus, all of this is easily published with one-click online deployment across all channels and technologies. Our clear and intuitive graphic editor provides ease of implementation of quick changes in the appearance of forms at your convenience, without the need to outsource the work to IT specialists.
x

Sales


Modular Structure

In order to shorten time to market the eximee™ Platform allows for a broad reuse of ready-made components when creating or modifying an existing form. The ability to group certain information into sections makes the process even faster. All these ready-made bricks can be reused across various forms and between different sessions to simplify the process of building dynamic multi-product forms. Any changes imposed to a component or a section automatically propagate across all forms in all distribution channels where the component has been employed. Pre-defined drop-down menus, formats for specified values, data validation, built-in information alerts, error alerts and missed field alerts are designed to simplify and make the creation process highly efficient.
x

Sales


Omnichannel

The eximee™ Platform solves the problem of universal e-form management across all distribution channels and technologies. The platform facilitates once defined general form templates to be published simultaneously across all determined channels. Forms can be amended and be distinctive for multiple channels or brands. However, even if the same form is displayed differently for clients across various channels, the data format once populated is unified to comply with all defined and set rules. All data collected in the background from various integrated services, even if invisible to the client, can be incorporated into the final document based on the e-form. The platform also provides additional and unmatched functionalities, like special routing of received applications based on recognized source of response, such as adding extra tasks like “for every received application from mobile channel send a SMS with confirmation thank you message” or “for every received application from web channel send an email with thank you message.”
x

Sales


Advanced Usability

The eximee™ Platform solves many of the issues faced in the execution of digital sales. The modern and e-commerce oriented experience can be easily adapted to service both plain vanilla and complex and sophisticated products. Services integrated in the background, like calculators, scoring or new fintech apps, can place the user experience well beyond traditional forms perception. A client can be seamlessly guided through a simple and well organized process with right logic and effortless and attractive forms. The eximee™ Platform allows for a frictionless client experience with drop-down lists, defined formats for specified values and respective data validations, information alerts, error alerts, missed field alerts and much more. If needed, the form can be parked partly populated without loss of input data until the client returns to finish the process. Clients can also start filling the form on one device and finish it using another or in person working in conjunction with your staff. For additional client appeal, form presentations can be modified without changing content, for seasonal or special promotions for example, and the same form can be simultaneously displayed with different looks, in multiple languages and with varied branding.
x

Sales


Time to Market

The eximee™ Platform shortens time-to-market, which is crucial for digital sales. To accelerate form creation, the process relies on pre-defined elements and ready-made components. It is additionally supported by a browser-type, easy-to-master, user-friendly graphic editor that allows for parallel collaborative work. Different aspects of a form’s life cycle can be managed independently, without interfering with each other, such as template creation, publishing, workflow design or setting processing parameters. The reuse of pre-defined sections and the ability to absorb components from other products are all features that reduce costs and the time involved in form creation. The system's flexibility and well planned functionality enables businesses to implement frequent changes and enhance sales campaigns. The eximee™ Platform allows for extending the scope of functionalities beyond current offerings as it easily integrates with future technologies, applications and services (OCR, e-signatures and more).
x

Sales


Statistics

The eximee™ Platform supports a know-your-customer approach by providing unique knowledge of customer behavior. The Business Intelligence database tracks analytics such as the number of visits per particular form, time to completion, per field statistics, ranking of fields by difficulty, places where customers most often abandon the form, mouse tracking, click tracking and more. A/B analysis options, meanwhile, optimize form flow and content. State-of-the-art options improve digital communication by facilitating follow-up of the abandoned forms. The eximee™ Platform is designed to enhance user experience, increase customer participation and escalate conversion rates to help boost the bottom line.
x

Sales


Form Parking

The form parking option expands the opportunity for businesses to receive completed applications even as clients enjoy the ability to work with a form at their convenience. A new-to-bank client receives a link and password to renew form population, while existing customers that are already logged in are provided with a list of all parked forms awaiting renewal. In both cases already submitted information remains available without loss of customer effort. This option escalates conversion as it allows customers to prepare themselves with all required data and documents required for form completion. The added option to create and print a PDF file of data already entered further enhances customer satisfaction. Forms that are not renewed by a set time can be either treated as abandoned and followed up on with a sales call, or be voided. The eximee™ Platform improves usability and increases conversion by adopting modern and e-commerce experiences to service both simple and highly complex forms.
x

Sales


Customization

The eximee™ Platform improves sales propositions by supporting a broad range of customized parameters relevant to transactional economics, social perspectives or location. The processing of the form and offered products, with prices and adequate parameters, can depend on the source of form entry, including website, URL options (e.g vendor or partner name), URL, elements of HTTP heading, user language or individual segmentation data obtained during log-in procedures, or be dynamically based upon choices undertaken during form data entry (like chosen amounts, loan terms, etc.). The customer economics proposition can be automatically translated into the steering logic that determines the client application process. There are numerous options during form data entry that can lead to different offers, such as entering certain threshold amounts in particular fields and credit scores. The form can also be displayed in multiple languages, with the language of choice automatically determined by URL. Based upon language version, all displayed static materials (pictures etc.) can be adjusted automatically. Moreover, the eximee™ Platform provides options that create an individually composed summary page based on earlier pre-defined parameters. This mechanism allows for the wrap-up of the customer application, an up-sell offer of additional products or a cross-sell offer with a link to a different product range. All of these factors are further enhanced by the ease in navigation of multipage forms and improved browsing experience via the speedy loading of all forms.
x

Sales


Multi-branding

The eximee™ Platform improves sales propositions by enabling creation of individual and customized parameters targeted to specific distribution channels. The customization can also be defined by vendor and/or partner originated entries. In order to service various partners the look and content of a form can be individualized and the product characteristics varied. Singular in its abilities, the eximee™ Platform uniquely allows for business logic and designing of the form to be modified independently, with just one template facilitating creation of forms for various partners without change in the template logic itself. Thus, all important criteria, such as form sourcing page, exact partner channel and partner relevant information, accompany a client's application form. The form can be displayed in multiple languages, which can automatically be recognized by the HTTP. Based upon the language version being employed, all displayed static materials (pictures etc.) adjust accordingly. Additionally, the eximee™ Platform provides the option to create a personalized summary page that is created by pre-defined parameters and can differ for each partner. This mechanism allows for wrap up of the customer application, up-sell offers of additional products and cross-sell offers that link to different product ranges of the specified partner. It is further enhanced by easy navigation of multipage forms and an improved browsing experience from boosting the form's loading speed.
Platform Know-how
Form Designer
Modular Structure
Omnichannel
Integration
Hi-speed Performance
Statistics
Versioning
Publication
Customization
Multi-branding
External Services
x

Business IT


Platform Know-how

The eximee™ Platform houses a knowledge base of created templates. As a result, we provide a valuable source of information for all business users. Its transparent and intuitive interface makes working with the system easy, efficient and effective. It does not take long for beginners to become true professionals in form creation. The available knowledge makes the entire database searchable and quickly accessible.
x

Business IT


Form Designer

The eximee™ Platform enables swift creation and amending of existing form templates with a browser-type user-friendly interface. A clear graphic editor with a "drag and drop" function makes the visual design easy (WYSIWYG) and precise. The ability for multiple people working simultaneously on a template makes the process fast and efficient. The platform is also multi-language ready. Any modifications can reuse ready-made components and benefit from simultaneous synchronization with other pre-defined forms. The built-in service creator facilitates attachment of external services to the form to make it an end-to-end application. Full versioning, access control and validation mechanisms are examples of complete control over the entire change management process. It is easy to synchronize a form with different distribution channels - own distribution (bricks), web and mobile (clicks) or intermediary distribution, and it's all available without hard coding. The content of a form can be tailored for a particular channel and/or technology. The function allowing for the reuse of information entered across various forms simplifies the process of populating a form and makes the user experience pleasant and easy.
x

Business IT


Modular Structure

The process of forms creation is simplified by the eximee™ Platform providing users with a built-in library where all created components and pre-defined fields or sections can be stored and reused as necessary. The process of creating a new form does not require rebuilding all fields as the platform selects components or ready-made sections from the library that coordinate with the composing template or form. For the most frequently used elements the library is well stocked with ready-made, pre-defined items. Plus, the modular structure and flexible use of all elements shortens and renders the preparation and modification process quick and effortless as amending just a single parameter or section of a form can also be a one-click adjustment and propagation to all forms. The modular structure and flexible use of all elements shortens and makes the preparation and modification process quick and effortless.
x

Business IT


Omnichannel

The process of designing complex and comprehensive forms quickly is supported by the modular structure and built-in flexibility of use of all predefined elements. The platform allows for the building of one template for a particular product and propagation of that prototype across all demanded distribution channels and technologies. The template building process involving ready-made elements is efficient, while also permitting specialized features for various customer groups to be determined in different channels and/or outputs, including mobile, wearable or desktop. Any future modifications can be automatically published across all channels. With the eximee™ Platform a business user has access to a full range of features that can be employed for a specific product form per the unique requirements of varied channels.
x

Business IT


Integration

The eximee™ Platform supports service oriented architecture (SOA) and facilitates integration with numerous services that complement the clients' proposition. The existing applications – comprising of dictionaries, validators, calculators, rating and scoring systems – and know-how tanks can be easily integrated with our middleware to enhance the scope of regular functionalities. And vice versa, systems run within a company may benefit from integration and use of various engines provided by our platform, such as the Document Management System, workflow, validators, the eximeeRouter Module and repositories. The access control can also be easily undertaken via the corporate LDAP/AP.
x

Business IT


Hi-speed Performance

The eximee™ Platform solves problems at top performance and efficiency levels and was developed with a focus on meeting the highest quality standards. To accelerate processing of completed client forms, all of the supplied forms are transformed into xml format documents. This allows for immediate servicing of client requests with specially designed workflows. Once the form is received, it can be immediately subjected to an automated workflow process or be routed to a repository. The converted form file contains both data filled by the client and data imported by the integrated services (e.g. when a client logs in to an electronic banking system, all the ID relevant data is imported in the background so the client is not pushed to repeatedly input information that is already known to the bank). This solution is of particular importance to dynamic end-to-end forms for very complex products that require numerous integrations with multiple services.
x

Business IT


Statistics

The eximee™ Platform enriches the KYC approach for businesses by providing unique insight into customer behavior. The Business Intelligence database tracks information regarding number of visits per particular form, time-to-completion, per field statistics, fields of particular difficulty, places where customers most often abandon the form, mouse tracking, click tracking, and much more. A/B analysis, meanwhile, optimize form flow and content. The available database also reveals statistics on popularity and difficulty of forms, and the most vital aspects of form filling to clients. It utilizes state-of-the art options to improve digital communication and allows for structuring follow-up options to abandoned forms. As such, our middleware is designed to enhance user experience and escalate conversion rates to boost a company’s bottom line.
x

Business IT


Versioning

The eximee™ Platform supports team work on creation of templates. With options to co-work and registering of all individual efforts, the platform ideally solves the time-to-market challenge by allowing engagement by multiple users. Versions and sub-versions can be identified by assigned names and until verified by authorized persons remain available locally only. The fully transparent process with ability to track all developments makes the creation process truly fast and secure.
x

Business IT


Publication

The form creation process is enhanced by the eximee™ Platform by enabling all work and tests on local environments. Once all the work is completed and the product approved, the new version receives a unique ID number and is published on a server. The templates repository stores past versions, currently published version and newly submitted versions that are not yet published. All versions can also be automatically published within selected time frames (seasonal actions), or in an established sequence within selected time frames.
x

Business IT


Customization

The eximee™ Platform improves form flow by establishing routing parameters. The processing of a form can depend on the source of form entry, such as website, URL parameters (e.g. vendor/partner name), URL, elements of HTTP heading, user language or individual segmentation if the relevant data is available before initiating the form (obtained, for example, during the log-in procedure), or based dynamically upon choices conducted during form input (like chosen amounts, loan terms etc.). The steering logic can determine the process during data entry, before or after every segment or page of the form, or be activated after set action steps, such as meeting threshold levels in particular fields. The eximee™ Platform also offers an option to generate a personalized summary page that is based on pre-defined parameters. This mechanism additionally facilitates wrap-up of the customer application, an up-sell offer of additional products or a cross-sell offer with a link to a different product range. All of these factors are further enhanced by the ease in navigation of multipage forms and improved browsing experience via the speedy loading of all forms.
x

Business IT


Multi-branding

The eximee™ Platform improves sales propositions by enabling creation of individual and customized parameters targeted to specific distribution channels. The customization can also be defined by vendor and/or partner originated entries. In order to service various partners the look and content of a form can be individualized and the product characteristics varied. Singular in its abilities, the eximee™ Platform uniquely allows for business logic and designing of the form to be modified independently, with just one template facilitating creation of forms for various partners without change in the template logic itself. Thus, all important criteria, such as form sourcing page, exact partner channel and partner relevant information, accompany a client's application form. The form can be displayed in multiple languages, which can automatically be recognized by the HTTP. Based upon the language version being employed, all displayed static materials (images etc.) adjust accordingly. Additionally, the eximee™ Platform provides the option to create a personalized summary page that is created by pre-defined parameters and can differ for each partner. This mechanism allows for wrap up of the customer application, up-sell offers of additional products and cross-sell offers that link to different product ranges of the specified partner. It is further enhanced by ease of navigation of multipage forms and an improved browsing experience from boosting the form's loading speed.
x

Business IT


External Services

The regular version of the eximee™ Platform is comprised of ready-made components that simplify creation of the most frequent and routine elements of a form template, such as text fields, labels, radio buttons, check boxes, images and more. More importantly, it supports the creation and incorporation of other specialized components that can enable new and unique functionalities. The flexibility of our middleware facilitates integration of external services, such as libraries realizing signing procedures or formatting new ways of displaying products, such as through animation. The possibilities of integrating external services, from enhancing user experience beyond currently accepted standards to launching data imported from customer ID cards, driver licenses, car registration cards, QR code scans, OCR applications and more, are extensive.
Platform Know-how
Form Designer
Modular Structure
Omnichannel
Integration
Hi-speed Performance
Statistics
Versioning
Publication
Customization
Multi-branding
External Services
x

IT


Platform Know-how

The eximee™ Platform automatically builds a knowledge base of created templates. As a result, we provide a valuable source of information to all authorized users. Its transparent and intuitive interface makes operating the system easy, efficient and effective. It does not take long for beginners to become true professionals in form creation. The available knowledge makes the entire database searchable and quickly accessible.
x

IT


Form Designer

The eximee™ Platform enables swift creation and amending of existing form templates with a browser-type user-friendly interface. A clear graphic editor with a "drag and drop" function makes the visual design easy (WYSIWYG) and precise. The ability for multiple people working simultaneously on a template makes the process fast and efficient. The platform is also multi-language ready. Any modifications can reuse ready-made components and benefit from simultaneous synchronization with other pre-defined forms. The built-in service creator facilitates attachment of external services to the form to make it an end-to-end application. Full versioning, access control and validation mechanisms are examples of complete control over the entire change management process. It is easy to synchronize a form with different distribution channels - own distribution (bricks), web and mobile (clicks) or intermediary distribution, and it's all available without hard coding. The content of a form can be tailored for a particular channel and/or technology. The function allowing for the reuse of information entered across various forms simplifies the process of populating a form and makes the user experience pleasant and easy.
x

IT


Modular Structure

The process of forms creation is simplified by the eximee™ Platform providing users with a built-in library where all created components and pre-defined fields or sections can be stored and reused as necessary. The process of creating a new form does not require rebuilding all fields as the platform selects components or ready-made sections from the library that coordinate with the composing template or form. For the most frequently used elements the library is well stocked with ready-made, pre-defined items. Plus, the modular structure and flexible use of all elements shortens and renders the preparation and modification process quick and effortless as amending just a single parameter or section of a form can also be a one-click adjustment and propagation to all forms. The modular structure and flexible use of all elements shortens and makes the preparation and modification process quick and effortless.
x

IT


Omnichannel

The process of designing complex and comprehensive forms quickly is supported by the modular structure and built-in flexibility of use of all predefined elements. The platform allows for the building of one template for a particular product and propagation of that prototype across all demanded distribution channels and technologies. The template building process involving ready-made elements is efficient, while also permitting specialized features for various customer groups to be determined in different channels and/or including mobile, wearable or desktop technologies. Any future modifications can be automatically published across all channels. With the eximee™ Platform a business user has access to a full range of features that can be employed for a specific product form per the unique requirements of varied channels.
x

IT


Integration

The eximee™ Platform supports service oriented architecture (SOA) and facilitates integration with numerous services that complement the clients' proposition. The existing applications – comprising of dictionaries, validators, calculators, rating and scoring systems – and know-how tanks can be easily integrated with our middleware to enhance the scope of regular functionalities. And vice versa, systems run within a company may benefit from integration and use of various engines provided by our platform, such as the Document Management System, workflow, validators, the eximeeRouter Module and repositories. The access control can also be easily undertaken via the corporate LDAP/AP.
x

IT


Hi-speed Performance

The eximee™ Platform solves problems at top performance and efficiency levels and was developed with a focus on meeting the highest quality standards. To accelerate processing of completed client forms, all of the supplied forms are transformed into xml format documents. This allows for immediate servicing of client requests with specially designed workflows. Once the form is received, it can be immediately subjected to an automated workflow process or be routed to a repository. The converted form file contains both data filled by the client and data imported by the integrated services (e.g. when a client logs in to an electronic banking system, all the ID relevant data is imported in the background so the client is not pushed to repeatedly input information that is already known to the bank). This solution is of particular importance to dynamic end-to-end forms for very complex products that require numerous integrations with multiple services.
x

IT


Statistics

The eximee™ Platform enriches the KYC approach for businesses by providing unique insight into customer behavior. The Business Intelligence database tracks information regarding number of visits per particular form, time-to-completion, per field statistics, fields of particular difficulty, places where customers most often abandon the form, mouse tracking, click tracking, and much more. A/B analysis, meanwhile, optimize form flow and content. The available database also reveals statistics on popularity and difficulty of forms, and the most vital aspects of form filling to clients. It utilizes state-of-the art options to improve digital communication and allows for structuring follow-up options to abandoned forms. As such, our middleware is designed to enhance user experience and escalate conversion rates to boost a company’s bottom line.
x

IT


Versioning

The eximee™ Platform supports team work on creation of templates. With options to co-work and registering of all individual efforts, the platform ideally solves the time-to-market challenge by allowing engagement by multiple users. Versions and sub-versions can be identified by assigned names and until verified by authorized persons remain available locally only. The fully transparent process with ability to track all developments makes the creation process truly fast and secure.
x

IT


Publication

The form creation process is enhanced by the eximee™ Platform by enabling all work and tests on local environments. Once all the work is completed and the product approved, the new version receives a unique ID number and is published on a server. The templates repository stores past versions, currently published version and newly submitted versions that are not yet published. All versions can also be automatically published within selected time frames (seasonal actions), or in an established sequence within selected time frames.
x

IT


Customization

The eximee™ Platform improves form flow by establishing routing parameters. The processing of a form can depend on the source of form entry, such as website, URL parameters (e.g. vendor/partner name), URL, elements of HTTP heading, user language or individual segmentation if the relevant data is available before initiating the form (obtained, for example, during the log-in procedure), or based dynamically upon choices conducted during form input (like chosen amounts, loan terms etc.). The steering logic can determine the process during data entry, before or after every segment or page of the form, or be activated after set action steps, such as meeting threshold levels in particular fields. The eximee™ Platform also offers an option to generate a personalized summary page that is based on pre-defined parameters. This mechanism additionally facilitates wrap-up of the customer application, an up-sell offer of additional products or a cross-sell offer with a link to a different product range. All of these factors are further enhanced by the ease in navigation of multipage forms and improved browsing experience via the speedy loading of all forms.
x

IT


Multi-branding

The eximee™ Platform improves sales propositions by enabling creation of individual and customized parameters targeted to specific distribution channels. The customization can also be defined by vendor and/or partner originated entries. In order to service various partners the look and content of a form can be individualized and the product characteristics varied. Singular in its abilities, the eximee™ Platform uniquely allows for business logic and designing of the form to be modified independently, with just one template facilitating creation of forms for various partners without change in the template logic itself. Thus, all important criteria, such as form sourcing page, exact partner channel and partner relevant information, accompany a client's application form. The form can be displayed in multiple languages, which can automatically be recognized by the HTTP. Based upon the language version being employed, all displayed static materials (images etc.) adjust accordingly. Additionally, the eximee™ Platform provides the option to create a personalized summary page that is created by pre-defined parameters and can differ for each partner. This mechanism allows for wrap up of the customer application, up-sell offers of additional products and cross-sell offers that link to different product ranges of the specified partner. It is further enhanced by ease of navigation of multipage forms and an improved browsing experience from boosting the form's loading speed.
x

IT


External Services

The regular version of the eximee™ Platform is comprised of ready-made components that simplify creation of the most frequent and routine elements of a form template, such as text fields, labels, radio buttons, check boxes, images and more. More importantly, it supports the creation and incorporation of other specialized components that can enable new and unique functionalities. The flexibility of our middleware facilitates integration of external services, such as libraries realizing signing procedures, or formatting new ways of displaying products, such as through animation. The possibilities of integrating external services, from enhancing user experience beyond currently accepted standards to launching data imported from customer ID cards, driver licenses, car registration cards, QR code scans, OCR applications and more, are extensive.

Our Clients

Bank Zachodni WBK – iBiznes24 – corporate electronic banking

Case Study:

Development of a complete platform to service corporate clients of Bank Zachodni WBK

Solution:

We created a web based platform dedicated to comprehensively cover all major bank product offerings, including FX, trade finance and cash management. It allows for unlimited, around-the-clock self-service (24/7) and extends cut-off times due to process automation and integration with other bank legacy systems. The platform features, among others, an electronic signature, flexible authorization and rule-based access, simultaneous multi-user access and multi-task processing, customized reports, and statistics. The modern UI/UX is extremely user-friendly and hence supports increased client participation.

 

eximee™ Platform for Poland’s new child benefit program – The Family 500+

Case Study:

Fast-track platform creation to facilitate application flow required by The Family 500+ Program, per Poland’s Ministry of Family, Labor and Social Policy requirements (February 2016)

Solution:

We adapted the eximee™ Platform to facilitate electronic banking (e-banking) by authenticating existing client identifications by banks. Our innovative middleware was employed in one of two allowed schemes and incorporated all functionalities mandated by the Ministry. Crucial to the effort was ensuring integration with the government legacy platform emp@tia and various e-banking systems being used by commercial banks in Poland.

Implemented by:

Bank Zachodni WBK, mBank, Orange Finanse, Eurobank, Bank PBS (360+ community banks) and Bank Credit Agricole Polska

Project duration: Completed in 2.5 months

mBank – omnichannel and client centric e-forms management

Case Study:

Creating a platform for mobile and desktop forms life-cycle management

Solution:

We enhanced the eximee™ Platform to support acquisition of new-to-bank clients and after-sales-services by customizing its quick and easy templates development, WYSIWYG design and on-line publication across all channels and technologies. With its characteristics of data repurposing, application of ready-made components, utilization of dynamic multi-product forms and recognition of distinctive technology channels (desktop, wearable and/or mobile), our middleware efficiently and effectively achieved goal tasks. Full version control, rule-based access, log history and a functional browser all further support full compliance with legal requirements. Since the design and publishing are effortless with the eximee™ Platform, releasing new and better form versions can be executed daily or on as-needed basis.

 

 

Orange Finanse – a comprehensive platform for mobile and desktop forms management

Case Study:

Identify the appropriate mechanism for forms management across different channels for the new bank – Orange Finanse (OF)

Solution:

With OF and mBank (service and banking products provider for OF), we successfully implemented a modified eximee™ Platform that simultaneously integrated in the background with two electronic banking systems. This customized modification allowed for quick and easy template development, WYSIWYG design and online publication across all channels and technologies. It enabled data reuse, utilization of dynamic multi-product forms and recognizing the distinctive needs of different technology channels (desktop and/or mobile). mBank can now manage separate and varied sales strategies based on the multibranding function of our middleware.

 

Bank Zachodni WBK – iBiznes24 – e-FX module

Case Study:

Creating an electronic foreign exchange (e-FX) platform for corporate customers of Bank Zachodni WBK

Solution:

We created a fully functional FX platform within an electronic banking system. The platform allows for bulk self-service transactions, ensuring easy access to on-line FX quotations and completion of on-line spot and forward transactions. Clients can pre-define buy or sell transaction exchange rates, and set up stop-loss transactions for defined currencies, amounts and time frames. The built-in browser allows for easy searching of pending orders, completed deals, past rates statistics and much more. The system was also integrated with numerous auxiliary applications to feed the e-FX platform with the required data.

 

 

 

Telecommunication

For mass client operations, the self-service tools of the eximee™ Platform are the most effective way to streamline customer traffic. We provide you with a state-of-the-art solution for your clients to communicate inquiries regarding your services. You can easily prepare appropriate forms using drag-and-drop options and an intuitive WYSIWYG graphic designer. The use of ready-made components and online publication speeds up the process, while role-personalized access ensures engagement via the correct form design and content. All data entered and sent by clients is immediately accessible for further processing either automatically or through a designated manual process performed by the appropriate unit of the company. Publishing is fully automated, even when advanced and complex forms are involved. All versions of sales offers can be easily identified and matched during log-in procedure so clients receive only customized, relevant and targeted forms for their use. If needed, telecommunication firms can undertake a complete end-to-end, self-service process via the eximee™ Platform, thus increasing customer satisfaction and related repeat business.

Fintech

You've got a brilliant idea and you want to be the leader of your market. Regardless of your area of focus – crowdfunding, asset management or mobile payments – the eximee™ Platform allows fintech firms to focus on their innovation specifics and employ our middleware to expedite offerings to mass clients. Our platform has already been concept-proven by major European banks and can escalate product-to-market efforts to help you attract client and/or investor attention. It is mobile and web ready to allow integration of your proposition with a fully-fledged platform that provides your customers and your company with all essential and desired features and functionalities. Our graphic editor facilitates designing a very easy-to-use and modern UX interface for seamless servicing of sales. Your clients will be impressed with the easy and frictionless access to your products and services. Neither IT training nor hard coding of forms or workflow is needed for such efficiencies when you marry your ideas to our middleware.

Insurance

Time-to-market defines your ability to react to market changes. This is crucial for effective policy sales to provide customers with most current market offers and as many buying opportunities as omnichannel accords. The entire process of policy life-cycle requires master-class management tools to cope with variants and versions that are integral to future claims management. Our platform can support end-to-end sales of insurance products, from form design to information entry and payment processing. All sales details are appropriately archived and available for future reference, including all previously sold versions. The eximee™ Platform modules include graphic designer, workflow designer, business process management capabilities, a rule engine, easy to implement collaboration tools accommodating numerous additional features, and convenient integration tools. With our middleware, policy managers get a very useful tool to support the policy creation, distribution and acknowledgement process, while sales managers gain escalation of sales opportunities.

Banking and Financial Institutions

With the eximee™ Platform, we can improve and simplify client communications within your highly regulated environment. Our middleware enables bespoke client engagement with convenient and easily accessible offers containing personalized and customized benefits. Simple design forms translate into an attractive self-service sales proposition to clients by making your products and services available 24/7/365. Identify customer behavior with the field and section tracking options to quickly and easily modify form displays and offers to make them even more attractive. Employ the depth of the eximee™ Platform to shorten product and offer time-to-market while also reacting quickly to market changes and enabling truly omnichannel digital sales. With our middleware, banks and financial institutions can start to embrace fintech disruption instead of fearing it by simply absorbing the necessary changes and modifications through integration rather than reinvention, remodeling or retraction of already in-place or legacy systems.

Banking and Financial Institutions

With the eximee™ Platform, we can improve and simplify client communications within your highly regulated environment. Our middleware enables bespoke client engagement with convenient and easily accessible offers containing personalized and customized benefits. Simple design forms translate into an attractive self-service sales proposition to clients by making your products and services available 24/7/365. Identify customer behavior with the field and section tracking options to quickly and easily modify form displays and offers to make them even more attractive. Employ the depth of the eximee™ Platform to shorten product and offer time-to-market while also reacting quickly to market changes and enabling truly omnichannel digital sales. With our middleware, banks and financial institutions can start to embrace fintech disruption instead of fearing it by simply absorbing the necessary changes and modifications through integration rather than reinvention, remodeling or retraction of already in-place or legacy systems.

Telecommunication

For mass client operations, the self-service tools of the eximee™ Platform are the most effective way to streamline customer traffic. We provide you with a state-of-the-art solution for your clients to communicate inquiries regarding your services. You can easily prepare appropriate forms using drag-and-drop options and an intuitive WYSIWYG graphic designer. The use of ready-made components and online publication speeds up the process, while role-personalized access ensures engagement via the correct form design and content. All data entered and sent by clients is immediately accessible for further processing either automatically or through a designated manual process performed by the appropriate unit of the company. Publishing is fully automated, even when advanced and complex forms are involved. All versions of sales offers can be easily identified and matched during log-in procedure so clients receive only customized, relevant and targeted forms for their use. If needed, telecommunication firms can undertake a complete end-to-end, self-service process via the eximee™ Platform, thus increasing customer satisfaction and related repeat business.

Fintech

You've got a brilliant idea and you want to be the leader of your market. Regardless of your area of focus – crowdfunding, asset management or mobile payments – the eximee™ Platform allows fintech firms to focus on their innovation specifics and employ our middleware to expedite offerings to mass clients. Our platform has already been concept-proven by major European banks and can escalate product-to-market efforts to help you attract client and/or investor attention. It is mobile and web ready to allow integration of your proposition with a fully-fledged platform that provides your customers and your company with all essential and desired features and functionalities. Our graphic editor facilitates designing a very easy-to-use and modern UX interface for seamless servicing of sales. Your clients will be impressed with the easy and frictionless access to your products and services. Neither IT training nor hard coding of forms or workflow is needed for such efficiencies when you marry your ideas to our middleware.

Insurance

Time-to-market defines your ability to react to market changes. This is crucial for effective policy sales to provide customers with most current market offers and as many buying opportunities as omnichannel accords. The entire process of policy life-cycle requires master-class management tools to cope with variants and versions that are integral to future claims management. Our platform can support end-to-end sales of insurance products, from form design to information entry and payment processing. All sales details are appropriately archived and available for future reference, including all previously sold versions. The eximee™ Platform modules include graphic designer, workflow designer, business process management capabilities, a rule engine, easy to implement collaboration tools accommodating numerous additional features, and convenient integration tools. With our middleware, policy managers get a very useful tool to support the policy creation, distribution and acknowledgement process, while sales managers gain escalation of sales opportunities.

About Us

 

Consdata Sp. z o.o., consdata.com, is a modern and agile software firm specializing in meeting the software needs of banks, financial institutions and government organizations. Our comprehensive services include creating bespoke enterprise systems for our clients, providing them access to our proprietary products, and outsourcing our team of experts to develop and execute innovative solutions for customers. We aim to deliver business value and sustainability with our products and services.

Based in Poznań, Poland, Consdata made its U.S. debut with its innovative e-form management system, the eximee™ Platform, eximee.com, at the September FinovateFall 2016 conference in New York. This pioneering middleware is a long term, cost-effective and modifiable onsite e-form management solution that integrates with institutional legacy systems to enhance customer interaction, conversion and retention for all financial industry verticals.

By creating an interface similar to a modern e-commerce or a mobile app, the eximee™ Platform escalates sales development, client conversion and business velocity by being a fully automated tool for flexible and efficient design, deployment and management of all required forms within their life cycle. It is truly the “last mile” solution to making digital sales possible across all channels.

Our market differentiator is our development process, which focuses heavily on close collaboration with clients to implement ready-made but modifiable solutions, such as the eximee™ Platform, as well as engineering industry and company specific software.

A fast growing private company founded in 2003, Consdata’s European clients include seven major banks, 560 community banking organizations and several other financial and business enterprises. They include subsidiaries of Commerzbank, Santander, Société Générale, Crédit Agricole and Orange. We additionally have service agreements in place with Poland’s leading e-commerce company, Allegro, its subsidiary PayU, and the country’s premiere cable television and telecommunications operator, Inea.

For more information please contact:
Sales: sales@consdata.com
Media: media@consdata.com

Phone

+48 61 41 51 000

E-mail

office@consdata.com
Sales: sales@consdata.com
Media: media@consdata.com

Address

Consdata Sp. z o.o.
K9Office, ul. Krysiewicza 9/14
61-825 Poznań
POLAND

NIP

782-22-61-960

REGON

634422180