EasySend for Financial Services

Turn paperwork into an engagement opportunity,

deliver outstanding customer experience and drive revenue growth

EasySend for Financial Institutions

Turn paperwork into an engagement opportunity, deliver outstanding customer experience and drive revenue growth

Ami Ben Aroche

“With EasySend we could finally optimize our forms and ensure that we are driving the bottom line growth consistently. All customer journeys from onboarding to claims handling are delivering the best customer experience possible to our valued customers.”

Ami Ben Aroche, VP Digital Technologies

EasySend

2020-02-01T17:00:33+00:00

Ami Ben Aroche, VP Digital Technologies

“With EasySend we could finally optimize our forms and ensure that we are driving the bottom line growth consistently. All customer journeys from onboarding to claims handling are delivering the best customer experience possible to our valued customers.”

https://www.easysend.io/testimonials/ami-ben-aroche/

Liat Straus, SVP Customer Service, Clal Insurance

Liat Shtrauss

“With EasySend we could finally optimize our forms and ensure that we are driving the bottom line growth consistently. All customer journeys from onboarding to claims handling are delivering the best customer experience possible to our valued customers.”

Liat Straus, SVP Customer Service, Clal insurance

EasySend

2020-02-01T17:01:27+00:00

Liat Straus, SVP Customer Service, Clal insurance

“With EasySend we could finally optimize our forms and ensure that we are driving the bottom line growth consistently. All customer journeys from onboarding to claims handling are delivering the best customer experience possible to our valued customers.”

https://www.easysend.io/testimonials/liat-shtrauss/

Tzippi Zalmanovich, CEO Halman Aldubi Portfolio Managment

Tsipi Zalmanovich

“To beat the competition, we need to be agile. With EasySend we have a powerful engine to move faster on the digital front and deliver innovative digital applications quickly and at scale. EasySend digital journeys that are integrated with Salesforce CRM out of the box, empowering our customer service, improving customer experience and boosting the bottom line”

Tzippi Zalmanovich, CEO, Halman Aldubi Portfolio Managment

EasySend

2020-02-01T17:02:07+00:00

Tzippi Zalmanovich, CEO, Halman Aldubi Portfolio Managment

“To beat the competition, we need to be agile. With EasySend we have a powerful engine to move faster on the digital front and deliver innovative digital applications quickly and at scale. EasySend digital journeys that are integrated with Salesforce CRM out of the box, empowering our customer service, improving customer experience and boosting the bottom line”

https://www.easysend.io/testimonials/3782/

Elad Meitiv

“EasySend makes it easy to delight our brokers and customers with connected experiences that work on any device. We can launch new digital products and applications quickly and efficiently without endless back-and-forth with the technical team. All processes are customized to our brand specifications and can be launched in a matter of days.”

Elad Meitiv, Chief of Staff Clal Insurance

EasySend

2020-02-01T17:07:16+00:00

Elad Meitiv, Chief of Staff Clal Insurance

“EasySend makes it easy to delight our brokers and customers with connected experiences that work on any device. We can launch new digital products and applications quickly and efficiently without endless back-and-forth with the technical team. All processes are customized to our brand specifications and can be launched in a matter of days.”

https://www.easysend.io/testimonials/elad-meitiv/

Gal Levy

"EasySend is a part of all our processes: onboarding, service, redemptions and more…Today, the challenge is how to be digital. With everyone every day reinventing themselves, we too have to meet the competition and show achievements, so this tool completely serves our purposes."

Gal Levy, Senior Project Manager Menora Mivtachim

EasySend

2020-02-01T17:08:30+00:00

Gal Levy, Senior Project Manager Menora Mivtachim

"EasySend is a part of all our processes: onboarding, service, redemptions and more…Today, the challenge is how to be digital. With everyone every day reinventing themselves, we too have to meet the competition and show achievements, so this tool completely serves our purposes."

https://www.easysend.io/testimonials/gal-levy/

Eyal Efrat

"EasySend offers a robust platform that helps IT teams to significantly accelerate the development of responsive customer-facing processes. With EasySend we can launch a fully functional new digital processes in a matter of days that is already fully integrated into our internal system. Change management is a breeze, which significantly reduced our backlog. But most important, acceleration of procedures enables faster service to the company's customers"

Eyal Efrat, Deputy CEO&CIO Harel Insurance and Fianance

EasySend

2020-02-01T17:09:51+00:00

Eyal Efrat, Deputy CEO&CIO Harel Insurance and Fianance

"EasySend offers a robust platform that helps IT teams to significantly accelerate the development of responsive customer-facing processes. With EasySend we can launch a fully functional new digital processes in a matter of days that is already fully integrated into our internal system. Change management is a breeze, which significantly reduced our backlog. But most important, acceleration of procedures enables faster service to the company's customers"

https://www.easysend.io/testimonials/eyal-efrat/

Jeki Cohen

“We currently have tens of processes with EasySend, and we are planning to create hundreds more by the end of the year. The platform has enabled us to significantly accelerate innovation and be at the cutting edge of the customer experience race.”

Jeki Cohen, Head of Digital Projects Menora Mivtachim Insurance

EasySend

2020-02-01T17:10:51+00:00

Jeki Cohen, Head of Digital Projects Menora Mivtachim Insurance

“We currently have tens of processes with EasySend, and we are planning to create hundreds more by the end of the year. The platform has enabled us to significantly accelerate innovation and be at the cutting edge of the customer experience race.”

https://www.easysend.io/testimonials/jeki-cohen/

Noam Yom Tov

"EasySend's solution helped us digitize many of our core processes, including customer retention, agent onboarding and new life insurance applications. The platform is agile and flexible allowing us to respond quickly to market changes, and EasySend's support team is very responsive and open minded. They are a great partner!"

Noam Yom Tov, Product Owner Harel Group

EasySend

2020-02-01T17:11:36+00:00

Noam Yom Tov, Product Owner Harel Group

"EasySend's solution helped us digitize many of our core processes, including customer retention, agent onboarding and new life insurance applications. The platform is agile and flexible allowing us to respond quickly to market changes, and EasySend's support team is very responsive and open minded. They are a great partner!"

https://www.easysend.io/testimonials/noam-yom-tov/

Tzahi Ben David

“EasySend improved our B2B loan procedure that used to take over a month to complete manually, due to complicated internal workflows, permissions and approval procedures. With EasySend, the whole process is managed digitally.”

Tzahi Ben David, Head of Customer Dept Halman Aldubi Investment House

EasySend

2020-02-01T17:13:22+00:00

Tzahi Ben David, Head of Customer Dept Halman Aldubi Investment House

“EasySend improved our B2B loan procedure that used to take over a month to complete manually, due to complicated internal workflows, permissions and approval procedures. With EasySend, the whole process is managed digitally.”

https://www.easysend.io/testimonials/tzahi-ben-david/

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EasySend

Move quickly,
adapt rapidly

Build and integrate any customer-facing process lightning fast with templates and back-end integrations purpose-built built for insurance. Make changes to easily and quickly as business requirements and customer preferences change.

Move quickly,

adapt rapidly

Build and integrate any customer-facing process lightning fast with templates and back-end integrations purpose-built built for insurance. Make changes to easily and quickly as business requirements and customer preferences change.

Offer outstanding
customer experience

Consumers expect personalized, self-directed interactions with companies via any device at any hour, just as much as they do with online retail leaders like Amazon. EasySend helps insurance carriers reach this expectation.

Offer outstanding

customer experience

Consumers expect personalized, self-directed interactions with companies via any device at any hour, just as much as they do with online retail leaders like Amazon. EasySend helps insurance carriers reach this expectation.

Financial services use cases

Digital mortage

Quickly release new products to market without any code

Digital loans

Reach more customers and increase loan proposal rates

Personal detail updates

Make it easy for your customers to update their details and maintain data integrity

Onboarding

Onboard more custsomers and drive revenue growth

Service

Improve customer service and boost retention

Financial services use cases

Digital mortgage
Digital loans
Personal detail updates
Onboarding
Customer service

Boost revenue growth

Quickly shift to personalized mobile and online channels and drive conversions. Deliver maximum value with minimum friction by tapping into EasySend’s advanced optimization and personalization capabilities.

Analytics dashboard in digital banking and digital insurance to optimize completion rates and drive ROI

Boost revenue growth

Quickly shift to personalized mobile and online channels and drive conversions. Deliver maximum value with minimum friction by tapping into EasySend’s advanced optimization and personalization capabilities.

Fully digital customer data collection

Speed up back-office processing and significantly reduce error rates, inbound inquiries, and customer frustration by replacing paper, PDFs and legacy code with user-friendly digital experiences.

Fully digital customer data collection

Speed up back-office processing and significantly reduce error rates, inbound inquiries, and customer frustration by replacing paper, PDFs and legacy code with user-friendly digital experiences.

See why industry leaders choose EasySend

Accelerate time to market

Eyal Efrat, Deputy CEO&CIO

Harel Insurance and Finance

“EasySend offers a robust platform that helps IT teams to significantly accelerate the development of responsive customer-facing processes. With EasySend we can launch a fully functional new digital processes in a matter of days that is already fully integrated into our internal system. Change management is a breeze, which significantly reduced our backlog. But most important, acceleration of procedures enables faster service to the company’s customers“

Deliver better service

Liat Straus, SVP Customer Service

Clal Insurance

“With EasySend we built a thriving ecosystem that supports multichannel and frictionless experience for the end-user. We can move fast, reduce friction quickly and optimize the customer experience on an ongoing basis without waiting for IT involvement.” they are a great partner they are a great partner they are a great partner they are a great partner they are a great partner they are a great partner they are a great partner they are a great partner they are a great partner

Accelerate innovation

Tzippi Zalmanovich, CEO

Halman Aldubi Portfolio Managment

“To beat the competition, we need to be agile. With EasySend we have a powerful engine to move faster on the digital front and deliver innovative digital applications quickly and at scale. EasySend digital journeys that are integrated with Salesforce CRM out of the box, empowering our customer service, improving customer experience and boosting the bottom line” they a great partner they a great partner they a great partner

Agile. No-code. Enterprise-grade.

Discover how it works.

Request a demo