CustomerTask simplifies sending workflow tasks to customers, enhancing engagement and operational efficiency, supported by robust integration and scalable infrastructure.
DataTask: Yearly Data auditing
Want to check that the customer data is up to date? Send a them a DataTask where they can see the current data you hold on them to update and confirm is still correct.
ApprovalTask: Approval / Consent
Need a quick approval or consent by your customer? Allow customers to give consent within a few taps with a ApprovalTask signed with a digital signature.
Streamline onboarding
Streamline your onboarding workflows by sending customers an OnboardingTask to collect all their required onboarding information secure, scalable and consistant flow.
