Online booking
Clear and fast.
Vision 2030 has raised expectations for digital service, so response time and clean records matter from the first visit. The client books online; before the meeting the adviser finds the client file, open topics and deadlines in front of them. The reminder goes out automatically.
Duration and required documents are defined per appointment type; the client uploads relevant documents when booking. As soon as the meeting ends, notes and next steps are written to the file and a follow-up task opens automatically.
Clear and fast.
Ready on site.
Stays on record.
At every step.
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
We build the solution to fit your hotel and connect it to your existing systems.
We test with real workflows, train your team and only go live when everything is right.
Video-call tools and recording rules depend on the firm’s choice and client consent.
Two-way sync is planned according to the calendar service chosen.
Client file for insurance and financial advisors in Saudi Arabia: client card and family and related persons. SAR quote with 15% VAT, Arabic and English.
Learn moreDeadlines and reminders for insurance and financial advisors in Saudi Arabia: renewal date and termination deadline. SAR quote with 15% VAT, Arabic and English.
Learn moreClient portal for insurance and financial advisors in Saudi Arabia: policy view and document upload. SAR quote with 15% VAT, Arabic and English.
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