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Dolphin

Finanzinformatik It GmbH

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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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