CRM 3.0
#Cross-channel #Trust #Privacy
CONEIX
Customer Relationship Management 3.0
Coneix is a personal communication and document management solution that can be integrated into any digital wallet, capable of communicating and managing document exchanges with third parties in all environments - real world, web, and metaverse
When the Coneix service is integrated into a digital wallet, it provides a secure exchange interface for direct communication through the digital wallet, sharing proof of identity and personal documents, and ensuring traceability of exchanges without exposing the user's personal data beyond what is strictly necessary. This exchange interface, available through mobile wallet versions, allows the same type of identity verification and document exchanges in the real world when physically present with the customer
By integrating communication, management, and document sharing features into all digital wallets, Coneix enables smooth engagement and exchange with users across all environments. The digital wallet becomes a true customer relationship management tool
Document Management
Coneix natively includes features for importing, modifying, managing versions, and exchanging all user's personal documents
Data is encrypted, anonymized, and available - with user's consent - in all environments
An identity verification service is integrated, enabling automation and portability of completed KYC processes
Shared Traceability
Exchanges are traced and their chronology is shared among all stakeholders - consents, messages, identity verifications, document transfers
Communication
By integrating peer-to-peer communication features between wallets - messages, voice, video - in addition to document management and exchange, Coneix turns any digital wallet into a new, virtuous, comprehensive, and efficient communication channel
