Digital channels
Unified Customer & Partner Portals
One digital front door for every customer segment, partner and agent.
Overview
Why customer & partner portals on Fingress
Customers who hold several products often deal with several portals, logins and service desks. Fingress brings them into one portal with a single profile, role-based access, self-service and case management, so every segment gets a consistent digital experience.
Who uses it
- Retail, SME and corporate customers
- Dealers, agents and channel partners
- Customer service teams
Capabilities
What Unified Customer & Partner Portals includes
360° customer view
Accounts, products, transactions and requests in one place, any time and on any device.
Partner and agent portals
Give dealers, agents and partners their own workspace with entitlements managed by their administrator.
Self-service and case management
Service requests, disputes, complaints and queries with SLA tracking, notifications and full history.
Entitlements and approvals
Mandates, board resolutions and multi-level approval rules enforced on every transaction.
Insights for customers
Dashboards and widgets that give customers insight and foresight on their own data.
Mobile apps
Extend the same journeys to mobile apps built on the Fingress platform.
Editions
Specialised editions of Unified Customer & Partner Portals
Pre-configured for a specific line of business, on the same building blocks.
Powered by the Fingress platform
Configure it to fit, extend it when you need to
Every Fingress solution runs on the same digital platform and building blocks, so you are never limited to what ships out of the box.
Industries
Where this solution is used
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Explore solutionSee Unified Customer & Partner Portals in action
Book a walkthrough tailored to your products, customer segments and systems.