Challenge

The Challenge

Digiata devised a clever mobile solution to help alleviate the frustration, travel and time wastage involved in signing up new clients. Typical face-to-face sales processes involve multiple trips to and from client premises, conducting needs analyses, signing contracts or procuring supporting documents.

Solution

The Solution

A tablet-based solution was created to make the sign-up process far quicker and easier, allowing travelling workers to capture documents and photographs whilst meeting with clients. The information is verified against multiple 3rd party data sources like CIPC and the Department of Home Affairs, and enables instant auto-population of contracts, and a much-improved sign-up experience. Client-facing and mobile personnel, such as brokers and sales representatives, can now schedule appointments easily by geo-plotting client locations and mapping distance in relation to their current location.

Technology

Technology Used

• Android Studio

• IOS Xcode

• Suprema BioMini

• Google Vision API

• Google Places API

• iTextG

• Adobe

The Results

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Brokers and sales representatives can now capture client information, photos, and identifications in just under 5 minutes, generating contracts in real-time, eliminating time and paper wastage, and providing a comprehensive end-to-end audit trail.

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