Get up and running in hours not months
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La plateforme unifiée pour
Un point d'accès unique à tous les documents et informations de vos clients.
Un outil pour tous les besoins
Documentation area
Single and smart interface to allow your customers connect or manually upload ALL documents you need.
OpenAdmin
Let your customers directly connect the documents and data you need from Public Authorities.
Payslips AI
Let your customers directly connect the documents and data you need from Public Authorities.
Docs AI
Cross-check, process and download the original document uploaded by your customers.
Identity Verification
ID document verification, and liveness check available for 190+ countries.
A suite of powerful tools tailored to your needs and your scale
Off-the-shelf solutions ready to distribute
No IT team? No problem. Go live in minutes with our no-code products.
Fast implementation in your journeys
Use our low-code solutions to get the perfect balance between flexibility and IT investment.
Powerful APIs to get maximum control
Seamlessly integrate some or all our products within your products.
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MAGICLINKS
Pre-built links to share across your channels
1
Create the links you need
Configure them with the documents and data you need to collect for all your user segments.
2
Share the links, massively
Designed to be included in any of your communication channels (email, SMS, WhatsApp, CRM, ...).
3
Document and data collection in autopilot
Get access to the documents and data collected in real-time in our dashboard or your connected CRM.
QR code & POS INTEGRATION in-store
QR/POS integration to collect the data in your store
1
Create QR codes and/or integrate in your POS
Configure them with the documents and data you need to collect for all your user segments.
2
Access data at your front desk
Users scan the QR and connect their data directly from their smartphones.
3
Approve the operation, right there!
Approve or deny the operation in minutes with the user in front, all thanks to the data collected.
ASSISTED SESSIONS
Let your backoffice assist the user on the phone
1
Create an Assisted Session on the dashboard
Select the template from your list, add users’ email and guide them while on the phone.
2
Follow the steps
Users share the OTP received with your agent to confirm the connection and follow the steps.
3
End-to-end consent management
Users receive an email with the data to be shared and the data finally shared with your team.
BUILT-IN INTEGRATIONS
Integrate with your stack without a single line of code
1
Activate your integration
Connect Permisso with your Salesforce, Hubspot, Pipedrive, Airtable, Google Drive and many others in a couple of clicks.
2
Map documents and datapoints
Select a storage location for your documents and map your CRM fields to the collected data points.
3
Get everything synced in autopilot
Get docs and fields automatically populated in your CRM every time a customer connects or uploads a document.
API INTEGRATION
Unlock the full potential of our tech with our RESTful API
1
Best-in-class documentation
Easy to integrate with examples, test environments, and everything you could need to get up and running in days not months.
2
Reliability engineered to support your scale
Avoid downtime even during peak periods. Our robust API is bulletproof for maximum coverage and minimal latency.
3
The perfect balance between flexibility and control
Integrate our solutions within your stack for an even-smoother experience and maximum control of the input and the output.
Love for Permisso
En Vamos usamos Permisso (antes Bankflip) desde 2022 y estamos encantados. Nos han ayudado a gestionar el doble de operaciones mensuales sin necesidad de aumentar el equipo de agentes.
La integración con Permisso nos permite mejorar la experiencia de nuestros usuarios y ofrecerles ofertas reales en menos de un minuto, convirtiéndose en un socio estratégico esencial en la optimización de nuestras operaciones.
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Con Permisso hemos fortalecido nuestros procesos hipotecarios en España y Portugal donde nuestros clientes conectan sus documentos y datos en vez de pasarlos a mano, reduciendo los tiempos de recopilación documental y de operaciones.
En APTD, hemos disminuido el tiempo de preparación de los expedientes de LSO en más de un 80% y hemos incrementado en un 128% el número de expedientes presentados al mes gracias al uso de las herramientas de Permisso.
Permisso nos ayuda a verificar y recopilar en minutos la documentación de nuestros clientes, lo que nos da agilidad en la presentación de los expedientes de Ley de Segunda Oportunidad.
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En Total Renting la velocidad es un factor clave. Nuestros clientes quieren nuestros coches y los quieren tener ya. Gracias a Permisso, podemos realizar una operación de renting en minutos y completamente automatizada, multiplicando nuestras ventas y reduciendo considerablemente los costes operativos.
En UCI vemos en Permisso un socio tecnológico clave. Su integración en nuestro ecosistema digital como gestor documental, nos ha permitido diseñar un proceso hipotecario end-to-end con foco en la experiencia cliente, facilitando el proceso de compartir documentación, su análisis y el procesamiento de datos reduciendo puntos de fricción, lo que ha llevado nuestra propuesta de valor digital a otro nivel.
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Como CEO de Renting Finders y Swipcar utilizamos el área documental de Permisso para todo el proceso de recopilación documental de clientes en el renting de vehículos. Esta funcionalidad nos permite tener integrado en pocos días todas las capacidades e inteligencia de las herramientas que ofrecen en un “espacio cliente” para nuestras marcas, donde nuestros clientes pueden subir, conectar y procesar la operación en tiempo real.
