Customer consent journey: Cloud accounting package

A customers’ first engagement with Validis will likely to be when they consent access to their accounting package.

Validis allows lenders to maintain a robust and comprehensive customer journey so nothing will come as a surprise to business customers when it’s time for the consent journey to begin. This is crucial in building trust and providing the best customer experience.

What does it look like?

When extracting data from a cloud-based accounting package, the consent journey is simple, quick and efficient. From receiving an email to connect to completing the required steps that follow, a user can connect their business accounting data in minutes and get on with their day.

Watch the end-to-end process below in this short video.