Name: REACH
Rating: 5.0 (1 reviews)

About REACH

REACH Business Cloud is an all-in-one digital customer experience platform for secure agent-customer interactions and transactions. Toggle between real-time or self-service mode for agent-guided eSignature and document collection workflows to identity verification and instant collaboration capability via live video chat and co-browsing. REACH includes the following features in one single platform:
- Digital Signatures
- eForms
- ID Verification
- Secure Payments
- Required Forms Upload
- Dashboard Analytics
- Audio + Video Chat
- Text Chat
- Co-browsing
- Screen Sharing
- eWitnessing
- Recorded Meetings
- 360° Audit Trail
- Workflow Automation
- Bulk Send
- Bi-directional Data Flow
- White-label

REACH allows agents to interact and transact with customers in both real-time or self-service mode. Agents can switch between the two and re-open a session as needed for digital completion.

REACH offers native integration with Salesforce and third-party CRMs and platforms. Developers can also leverage the REACH SDK and open API.

Key benefits of REACH

Digital Signatures - Revolutionize the way you get binding approvals with the in-session electronic signature feature. Secure approvals in real-time on any device, without the need for follow-up calls or emails.

eForms - Revolutionize form creation with a mobile-friendly drag-and-drop builder. Upload PDF, add fields, and create forms automatically. Collaborate in real-time and view as traditional PDF or dynamic digital form.

ID Verification - Secure interactions with compliant Identity verification. Recipients upload valid IDs and selfies, with face and database checks.

Secure Payments - Go digital with instant payment! Add a payment box to any document for quick and secure credit card processing. Get paid instantly and avoid delays in cash flow.

Required Forms Upload - Securely request and capture relevant documents, images, and videos with our feature! Recipients can upload or take photos/videos with their mobile devices. View and verify files in real-time, and access them from the agent's dashboard. Hassle-free document capture.

Audio + Video Chat - Easily video or audio chat with one or more participants from any device, no downloads needed. Schedule instant or scheduled video sessions with WebRTC communication. The floating video component lets you interact effectively while working on a form/document.

Text Chat - You can text/chat with one or more participants from any device and even send URLs and attachments.

Co-browsing - Easily browse and collaborate on any website or online form with your recipients. Share your screen and allow both parties to click, scroll, co-fill, and co-sign.

Screen Sharing - Share your screen to ensure alignment with your recipients. All participants can share their screens to show the product/service in real-time. Choose to stop sharing at any time and show your desktop or specific tab.

eWitnessing - Record all inputs/actions for compliance using the recording feature. Disable recording to avoid data storage.

Recorded Meetings - Recorded audio and video sessions.

360° Audit Trail - Track document progress with REACH's automated activity history. Capture the recipient's data inputs and record them for compliance. Avoid rekeying data by pulling it from documents to your back-end systems.

Workflow Automation - Automate self-service digital signature, eForm, IDV, and payment workflows or configure real-time workflows. Integrate with your CRM and systems.

Dashboard Analytics - Access, control, and analyze session data for informed decisions.

Bi-directional Data Flow - Connect your fields to external data sources for bi-directional data transfer between your document and other businesses and services.

Bulk Send - Personalize to multiple recipients.

White-label -Customize emails, web pages, and Admin UI to reflect your brand. Add logos, change colors, and customize email copy and links.