Solutions / Financial services
Collect, check and agree in one journey your customers will finish.
Gather customer information, check the supporting evidence, generate the agreement and follow up, with a clear record of every step.
What gets in the way today.
None of this is anybody's fault. It is what happens when every step of the journey lives in a different tool.
- Applications stall waiting for one more document.
- Agreements are prepared and sent through separate tools.
- Follow-up is manual and inconsistent.
- Every extra supplier is another due diligence exercise.
The same work, as one journey.
Each step is a Proxy product. Your customer sees one smooth experience in your brand; your team sees the case move forward.
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The customer provides ID, proof of address and supporting documents.
Done by: Customer
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The agreement is generated with their details already in place.
Done by: Automatic
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They review and sign it on any device.
Done by: Customer
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Gaps are chased and routine questions answered.
Done by: Automatic
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Confirmations and next steps go out automatically.
Done by: Automatic
What changes.
Fewer stalled applications
Missing information is caught and chased early.
One supplier to assess
Several capabilities under one relationship.
A clear record
What was collected, checked and signed, and when.
The products involved.
Start with whichever one removes the most work, and add the rest when you are ready.
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Verify
Collect and check what you need before a customer moves forward.
Early access
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Docs
Generate the documents your process needs, already filled in.
Early access
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Sign
Get documents signed without sending customers somewhere they don't recognise.
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Agent
Hand the repetitive follow-up to an AI agent that works the way you tell it to.
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Comms
Keep customers informed on the channels they already use, without anyone having to remember.
Other solutions Claims Legal Customer operations SaaS platforms
Talk to us about your process.
Tell us how a customer moves through your business today. We will map it to Proxy, tell you what it would cost, and be straight about anything that doesn't fit.
- Products
- Verify, Docs, Sign, Agent, Comms
- Start with
- One product, then add the next
- Works with
- The systems you already use