Solution for Financial Services

Our Financial Services Clients offer a range of services to their customers – Insurance, Banking, Loans, etc. However, as physical touchpoints decline, they need to digitally interact with customers & field force to:

a. Send a range of documents - quotes, statements, policy

b. Get payment and Feedback

c. Collect information – profile, KYC, ID copies, documents

d. Inform about offers & cross sell

It is recognised that the best opportunity to engage with customer is during a transaction and that interaction needs to be simple & compelling. However, companies struggle with complex channels - website, app, SMS, email, etc. Email IDs are often not available or end in spam; SMS is just text centric and websites too broad and complex.

Sendocs helps Financial Services players by providing a simple, direct, digital interaction platform to leverage any customer engagement to achieve specific business objectives in a measurable manner. Our clients are able to deliver powerful omnichannel strategies by combining their offline & online presence.


1. Customer gets relevant information on single tap – documents, contact details, special offers, etc. Our Secure Identity management ensures customer need not log in to access basic services.

2. Enterprise gets customer attention, contact details, feedback and opportunity to sell services.

3. We find that as the engagement is on phone, customers are more amenable to view videos, request for an offer or call an agent

Customer convenience through on-page services
Save paper document costs
Easily get ongoing feedback per transaction
Promote sales, online presence, and brand stories

Convert transactions to relationships and revenues! Enhance customer convenience, go green and digital!

Get started and get 1,000 credits free!