Financial Sector: Contracting

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Financial Sector: Contracting

Starting point on WhatsApp process

Outbound notification sent by WhatsApp to initiate the contracting of financial products.

Approval of privacy policy and consents

The Customer is requested to approve the company's privacy policy and the necessary consents.

Availability of pre-contractual documentation

To guarantee the readability of the European Standardized Information (NSI) document, the Customer is asked to enter the Reading Key at the end.

Signature

We facilitate the review and signing of contracts directly on WhatsApp, making the process easier for clients.

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