Modern customer self-service portals
Boost customer satisfaction and reduce call-center load. Self-service portals let customers manage cases, documents, and payments on their own – 24/7.
Customer portal features
A comprehensive self-service portal that lets customers manage every aspect of their relationship with your company.
Sign-in & security
- 2FA login
- Secure SSL connections
- Automatic logout
- Login history
Identity verification
- SMS verification
- Email verification
- Integration with identity verification systems (e.g., Identt)
Document signing
- Support for document form
- SMS code signature
- Signature confirmation based on that code
Contracts & transactions overview
- List of all contracts
- Transaction history
- Contract details
- Contract status
Repayment schedules
- Full repayment schedule
- Payment history
- Upcoming payments
- Repayment calculators
Invoices & documents
- Downloadable invoices
- Contract documents
- Confirmations
- Document archive
Insurance
- Policy overview
- Claims history
- Submit a claim
- Insurance documents
Communication history
- Communication history
- Contact forms
- Messages with the company
- Notifications
Data management
- Change personal data
- Requests for contract changes
- Preference management
- Account settings
Technology
Responsive design
Mobile-first approach
Intuitive interface
Easy navigation
Fast loading
Performance optimization
Secure connections
SSL/TLS encryption
Who is it for?
Banks
Banking customer portals
Leasing companies
Leasing customer portals
Insurance companies
Insurance customer portals
Factoring companies
Factoring customer portals
DPortal system – implementation impact
DPortal is our reference customer portal built on the DLowCode platform. It showcases the platform’s full capabilities in real-world financial use cases.
Challenge
The client needed a modern self-service portal to reduce call-center workload and increase customer satisfaction. The portal had to be responsive, secure, and intuitive.
Solution
We used the DLowCode platform to deliver DPortal, covering all features described above and designed with the end user in mind.
Results
- ✓Call-center workload reduced by 60%
- ✓Customer satisfaction increased by 40%
- ✓Implementation time shortened by 50%
- ✓Full responsiveness across all devices
Interested in a customer portal?
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