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Ügyfélportál Vásárlás Kérjen demót

FINANCIAL SERVICE PROVIDERS · INSURERS · INTERMEDIARIES · DEBT COLLECTORS

From offer to disbursement — in a single auditable process.

Automatic customer scoring, generated documents, remote identification and electronic signature — legally binding even without meeting in person.

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Customer scoring — Approvable · KYC ✓ · Contract generated · Awaiting e-signature
growth in lending volume in a real rollout
€250K → €2.5M+
unchanged back-office headcount despite growth
±0
remote identification with photo and ID document
KYC
naplózott, auditálható tevékenység
100%
100%
logged, auditable activity

NEW FEATURE AREA

Regulatory compliance — DORA, NIS2, ISO

Preparing for certification, recurring audits and continuous maintenance: versioned policies, training and acknowledgement statements, risk and supplier management, audit package — also for organisations under central-bank supervision.

  • DORA third-party risk
  • Compliance matrix and audit package
  • Policy acknowledgement per employee
See the module →

Typical pain points

Customer identification requires physical presence

  • Manual, complex scoring Complex risk assessment depends on manual calculation — slow and hard to trace.
  • Complicated quote versions Manually carrying over interlinked documents is an error point, and the sales process stalls.
  • Customer identification requires physical presence Arranging a meeting takes days out of the process and limits geographic coverage.
  • Auditability through after-the-fact work Reconstructing who did what and when becomes a separate project if the system does not log continuously.

Recommended modules

These are what we start with at financial service providers.

  • Automatable processes Quote, contract and invoicing with interlinked, generated documents.
  • Remote identification Mobile KYC based on photo and ID document, with IDENTT technology.
  • Electronic signature Legally binding documents without meeting in person.
  • Activity logging A continuous, retrievable log of every upload and view.
  • Permission management Based on MS-AD or LDAP, with organisational hierarchy and optional SSO.
  • Controlling Predefined monitors, risk reports and management alerts.

Rollout path

  1. Process and risk map

    Defining scoring logic and approval paths

  2. Document generation

    Quote → contract → invoice automatically

  3. E-signature and KYC

    Remote identification and legally binding signature

  4. Audit and controlling

    Logging, reports, permission review

Frequently asked questions

  • Is the electronic signature legally binding?

    Yes — the platform supports the creation of legally binding documents even without meeting in person.

  • How does remote identification work?

    Via mobile, based on a photo and ID document, with IDENTT's intelligent KYC technology and real-time risk analysis.

  • Can it run on our own infrastructure?

    Yes: Adamo Cloud or on-premise installation, supporting multiple database environments.

  • Does it fit our internal permission system?

    With MS-AD and LDAP-based queries, organisational hierarchy and optional SSO.

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Kérjen demót