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Smart application processes

Digital application assistants for more deals, less processing and more satisfied customers
Convince with personalised application processes
Financing processes can be complex and extensive. Financial service providers and insurers, development banks and house banks: they all face the challenge of frustrating and losing customers in the course of an application process. Too extensive, too analogue, too much paperwork. Change over, digitise the financing process from enquiry to signature.

Why a digital application assistant?

When applying - for example for a development loan for founders - applicants literally get bogged down. With a smart application assistant, you guide the customer through the process, accompany him step by step. Provide support for particularly tricky questions with additional information or offer your customer the option of contacting you via chat. In this way, you reduce your internal processing effort and ensure satisfied customers and a high closing rate.


ROI
in the first year
70%
Time saving
50%
More degrees
80%
Recommendation
Time is money
Analogue applications, which consist of a multitude of checklists and forms, are time-consuming. A large part of the information is checked by hand, and if the information is incorrect, the applicant has to be contacted. All this costs time and resources. A guided process with automatic AI-based document analysis eliminates these time-consuming and non-demoral steps for you and your customers.
Low dropout rate
Traditional application processes have a high drop-out rate due to their complexity. Especially at the beginning of the process, many applicants give up in frustration. An intelligent and personalised application assistant guides the applicant through the process and only asks for the information that is currently needed. This ensures a high level of acceptance and more completions.
Customers recruit customers
Satisfied customers are the best ambassadors for your company. Make sure your customers appreciate you with transparent, digital and fast processes and increase your recommendation rate.

Try fileee Conversations and ThinkOwl 30 days for free!

Start your free trial at fileee Conversations and easily link ThinkOwl to your fileee account.

Start immediately without registration
Clients can reach the application assistant in different, low-threshold ways. Direct them to the assistant via the website or invite them to use it personally after an initial meeting. Alternatively, generate a QR code in our system, which you use when sending letters. Many roads lead not only to Rome, but also to the smart application.
* Screenshots of funding assistants with KFW and Sparkasse were created as part of the Sparkassen Symbioticon 2020/2021.
Step by step through the application
The application assistant offers a secure, personal data room in which all personal information is stored. this data is accessed during the application process. With a document checklist, you provide your client with an ideal tool to check which documents they may still need to submit in order to complete the application process. A clear timeline gives you and your client a perspective on the progress of the process and how you are moving towards the goal together.
Mobile upload of documents and forms
With the integration of intelligent forms, you can also define standard validations as well as individualised validation rules. This way, you can ensure the quality of the data. With fileee, your customers also have the option of uploading documents easily via their smartphone; all they need is the camera to scan the document.
Final review of the application
and conclusion
Once all data has been entered and all documents uploaded, the application is finally checked and submitted to the appropriate case worker for processing. If there are any queries, they can be submitted directly via the integrated messenger. Various options are available to conclude the contract in a legally secure manner. For example, Selfi-Ident via nect, the Bank-Ident or Video-Ident procedure. After this step, the application can be transferred to the system and executed.

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Successfully used by many companies

Through the ePostbox, we put our customer at the centre and inspire them with a digital solution. The project is a great success and has been worthwhile for us in more ways than one. We have learned a lot together and look forward to further cooperation in digitalisation with fileee Conversations.

Sebastian Marski, Head of Department
Sales Technology Digitalisation
VGH Insurance

With fileee Conversations, DEVK has implemented an app for the sales partner. With the app DEAS Mobile Scan, the sales partner can easily and securely provide documents for automatic processing in the inventory systems. The app was very well received by the sales team and is currently being expanded to include further functionalities. In the future, end customers can also be integrated into the process of document provision by the sales partner with their own end devices.

Tilo Franzen, Head of Department
Strategic Sales and Process Management
DEVK Insurances

With fileee Conversation and ThinkOwl, we have realised the Digital Construction Financing Assistant for our customers. This digitally maps the personal and transparent financing process in the real estate loan sector for private customers. Customers can organise their financing quickly and easily and provide all relevant documents online. The assistant was implemented in an agile manner by an interdisciplinary team. In addition to the added value of the assistant for our customers, this project has sustainably supported the digital transformation of Degussa Bank.

Kristina Luft,
Head of Real Estate Lending Private Clients
Degussa Bank AG

Swiss Post Solution is a global full-service provider in the field of digital and physical document management. fileee Conversations integrates perfectly with our existing solutions. For example, we configure mobile HR apps for our customers' employees.

Michael Spieß,
Head of Client Management /
Board Member
Swiss Post Solution

fileee is an assistance app that is consistently conceived from the customer's point of view and is well adapted due to its high utility value. fileee Conversations offers us a successful "end-to-end digitalisation" in daily communication with customers and partners. We avoid media discontinuities, shorten processes and make our service fit for the future.

Daniel Kolvenbach,
Board member
SIGNAL IDUNA Building Society Ltd.

The advantages of fileee Conversations

Start quickly and expand flexibly

In just 5 days you can build a prototype and test it directly with customers. Building on this, you will realise a pilot project in a few weeks and expand it iteratively.

Safety - Made in Germany

We work with the latest encryption standards on German servers of reputable providers, which are subject to the ISO27001 guideline. All data remains the property of our customers and is processed in compliance with the DSGVO.

For more sustainability

One tree provides an average of ~ 82,000 pages of recycled paper. With ThinkOwl and fileee, you can communicate paperlessly with customers and employees. This way you save paper and protect the environment.

Strong partners for implementation

Together with our strong implementation partners, we offer you the best possible advice and integration. We identify use cases in your company, help with implementation and conduct user workshops.

Arrange a demo appointment now!

Marius Gerwinn
CEO & founder fileee
marius.gerwinn@fileee.com
+49 251 32368309
Rolf Esau
CEO ThinkOwl Europe
rolf.esau@thinkowl.com

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