Customer Cloud for Financial Services
Focus on what really matters,
your customers.

Transforming manual customer processes and experiences. ApplyOn's powerful Customer Cloud delivers essential experiences, automation and compliance for for SME finance and insurance companies, credit unions, brokers and agencies.
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The #1 alternative to Salesforce FSC for small to mid-size financial service companies

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See who else we deliver solutions for

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Our Platform

ApplyOn's modern Customer Cloud enables you to build all your customer processes and experiences around a single customer record on a robust, compliance-based platform. ApplyOn makes it easier for financial service teams to acquire, retain and serve customers with digital experiences that also delivers more efficient operations enabling you to grow and service customers faster.

Digital application and lead management software.  Sales CRM, Workflow digitalisation and process automation.

Our Solutions

Bring all your customer channels, data, security, reporting and compliance together into a single solution that includes modern and intuitive digital user experiences out-of-the-box helping you to sell more and improve customer satisfaction.

Banks, Credit Unions & Lenders

Over a dozen finance companies, banks and credit unions use ApplyOn for its award-winning customer acquiring and management solutions:

Lending
New Account Opening
New Member Onboarding
Underwriting & Approval Management
Electronic Customer Records & AML
Customer Servicing & Ticketing
Forms, Documents and E-Signatures

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Insurers, Brokers & Agencies

A wide range of insurance carriers, brokers and agencies use ApplyOn's powerful insurance solutions across P&C, Life, Health and Group/ Employee Benefit lines including:

Quoting & Illustration
Sales & Documentation
Claims  
Underwriting
Endorsement & Approval Management
Group Enrolment & Management 
Electronic Customer Records & AML
Customer Servicing & Ticketing
Forms, Documents and E-Signatures

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Industry Modules

What makes ApplyOn so powerful is its unified data model and built-in process modules enabling it to complete almost any experience & transaction without integrations.

Life - Quote & Sale

Life, health and pension quotation and illustration.

P&C - Quote & Sale

Motor, property, travel and commercial quotation & sales.

Group Plans

Group Scheme & Employee Benefit plan enrolment and management.

Digital Servicing

Digital-focused servicing including forms, ticketing & tracking.

Renewals

Life, health and pension quotation and illustration.

Claims

Life, health, P&C FNOL and full claims handling.

Risk Underwriting

Risk underwriting with collaboration & automation.

Compliance

Customer AML, documentation  and risk management.  

Lending

End-to-end loan origination & approval management.

Onboarding

New customer and new account application onboarding.

Credit Underwriting

Credit underwriting with collaboration & automation.

Embedded

Embedded lending across your distribution partners.

Our Process

How we work with you

1.
We Discover

We get to know your organisation and its essential customer processes and experiences , and find out what could work better.

2.
We Design

We put together a plan to deliver your digital solution — digitising and automating wherever makes sense.

3.
We Transform

We get your new strategy up and running, making sure the move from old to new is a smooth one.

4.
We Refine

We dynamically track, review and report on the new strategy. If it can work better, we change it. If it can do more, we expand it.