Customer Lifecycle Management Drives Financial Product Sales

Drive Financial Product Sales


Customer Acquisition

Digital Onboarding
KYC / AML / Sanctions / PEP
Workflow Management


Trusted Customer Upselling

Bio-metric ID
Device encryption and locking
Call Centre Support
Messaging / Voice / Video


Customer Marketing Analysis

Location Profiling
Transaction Analysis
Salesforce Support
Marketo Support

The Nettzer Solution

Trusted Customer Upselling

  • Bio-metric ID
  • Device encryption and locking
  • Call Centre Support
  • Messaging / Voice / Video

Learn More

Nettzer Trusted Customer Sales Platform

Our platform and suite of products can address unique financial industry issues have the ability to drive financial selling.

Customer Acquisition
Trusted Customer Upselling
Customer Marketing
  • Upload ID Documents with Templates
  • Facial Recognition – Video to ID Docs
  • Document Template Learning
  • Trusted Customers - Crypto-key exchange for encryption
  • Device uniquely marked for security
  • Full Location History for Security and Marketing purposes
  • Non-Spoofable Location
  • Customer Marketing Messages
  • KYC Checks (AML, PEP, Sanctions)
  • All transactions are Trusted using Bio-metrics (or PIN)
  • Video Calling Platform Embedded (Liveness Checks / Calendarised)
  • Call Centre Support - Customer can pre-validate identity using Biometrics (Thumb, Face)
  • Salesforce Integration
  • Marketo Integration
  • Work Flow Management / Dash Board
  • Risk Scoring
  • Call Centre – encrypted communications, Text, Voice and Video
  • Excel support
  • Upload ID Documents with Templates
  • Facial Recognition – Video to ID Docs
  • Document Template Learning
  • KYC Checks (AML, PEP, Sanctions)
  • Video Calling Platform Embedded (Liveness Checks / Calendarised)
  • Work Flow Management / Dash Board
  • Risk Scoring
  • Trusted Customers - Crypto-key exchange for encryption
  • Device uniquely marked for security
  • All transactions are Trusted using Bio-metrics (or PIN)
  • Call Centre Support - Customer can pre-validate identity using Biometrics (Thumb, Face)
  • Call Centre – encrypted communications, Text, Voice and Video
  • Full Location History for Security and Marketing purposes
  • Non-Spoofable Location
  • Customer Marketing Messages
  • Salesforce Integration
  • Marketo Integration
  • Excel support