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Dolphin
Finanzinformatik It GmbH
Individual document and customer portal
Client Portal
Enable your customers to access up-to-date documents and reports online instead of sending them via email.
Contract versioning
Collaborate online with your contractors on traceable document versions.
Individual workflows
We create individual workflows for you with customers or other third parties.
Online forms
Create any kind of forms that can be filled out online by your customers
(e.g. KYC).
Upload documents
Have customer documents, scans or images (e.g. passport copy) transmitted encrypted.
Synchronization
Interfaces to our other products or third-party systems for automated data exchange.
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