A start-ready, flexible and well-proven customer portal 

MODULE – DYNAMIC FORMS

New customer flow, KYC & digital consulting

With the Dynamic Forms module, you can build a flow of questions specific to your needs. The customer’s answers decide which questions or what information is presented. This means that you can easily create smart dialogues, for example for new customers onboarding, KYC, and digital consulting.

LISA contains the powerful module Dynamic Forms which is used to create and publish digital forms. All types of information collection from the customer can take place via these forms, which can then, for example, replace forms. An example of dialogue would be for onboarding new customers where a dialogue flow can be created that effectively leads the customer through the new customer process. The dialog flow can be supplemented with automatic strikes against external registers, e.g. The Swedish Companies Registration Office, for address retrieval and PEP control, etc. At the end of the flow, the customer verifies and signs the information with mobile BankID for example.

Via Dynamic Forms, it is possible to specify rules so that different questions and forms are presented based on how the customer answered the previous question for instance, which means that the dialogue flow is dynamically adapted and kept relevant for the specific customer. A situation might arise when creating a query flow that leads the customer to a recommended investment portfolio. The recommendation is presented to the customer clearly and visually with e.g. distribution between equity and fixed-income funds, risk level, and a profile of the funds. It is also possible to link dialogue flows so that certain processes are linked to others, such as when a reviewed new customer flow leads directly to a trading fund flow, which helps the customer to carry out their business and increases the conversion rate from stakeholder to completed transaction. It is also possible to create forms that are displayed to the customer initiated by certain events, e.g. in the case of a mandatory recurring KYC update where the customer is asked in a form to state their tax domicile and verify their contact information.

With LISA’s module Dynamic Forms, many ready-made dialogue flows will be used right from the start. All of these can be adapted to your specific wishes and needs.

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FINANCE – SECURITIES AND SECURITIES TRADING

Holdings, transactions, and reports

With the help of LISA, you can offer your customers a powerful customer portal so that they can manage their investments digitally, much like an Internet bank, but for mutual funds or securities. Holdings overviews, transactions, order placement, and reports are some of the basic functions of the platform.

LISA supports a variety of login options according to the same high-security standards that exist for Internet banks such as using BankID to make it both easy and safe for the customer to log in to their pages where the customer can clearly see their holdings, place orders, take out reports, get an overview of transactions, etc. To make it easy for the customer to shop, the customer must have the opportunity to easily make deposits to their depot and in LISA there is support for deposits both via direct debit and Swish. The customer can buy, exchange and sell funds and securities completely digitally in LISA, which streamlines your administration and creates clear and secure traceability in the transaction flows.

LISA is adapted so that customers have access to the customer portal via all types of devices; from laptops and tablets to smartphone apps.

GENERAL – CUSTOMER PORTAL

Customer portal for my sites

Raise your service level with a modern digital room – My Pages – for your customers, members, or partners. Regardless of the context, LISA is a secure, proven, startup platform. LISA is used by everything from global customers to startups in various industries.

Regardless of which industry or target group is relevant to you, LISA is a safe and good choice. The LISA platform can be integrated into a variety of ways depending on your need for a My Pages service. The platform has a powerful role and authorization structure that ensures that the user has access to the intended information and functionality.

With multilingual support and a variety of secure login options, the platform makes it flexible and useful for many different target groups and areas of use. LISA can also be adapted based on your graphic profile and can thus be seamlessly incorporated into your overall digital offer.