OCC Platform Brochure 2024 v11 - Flipbook - Page 4
CLIENT JOURNEY
CHECK.
• STEP 1.
The client receives an email link from you to simply login to your OCC
"white labelled" platform. By clicking the login link they are
automatically agreeing to your terms & conditions.
The client clicks and registers on the platform, then proceeds to their
account. They choose the financial product that you have added and
simply and easily complete the online Q&A process.
Alternatively, your staff can complete the process with the client’s
permission on the client’s behalf.
• STEP 2.
CONFIRM.
The online software platform quickly & easily scores the completed
process then generates a detailed compliance report.
Evidencing & listing any compiled "Red Flagged" issues that have been
highlighted as potential regulatory breaches for overcharging,
misleading or mis-selling practices.
• STEP 3.
CLICK & CLAIM.
All the generated reports are automatically stored & accessed from your
OCC Platform dashboard. They are now ready for review and automatic
processing, directly from the platform.
With a single click, bulk client cases are instantly time stamped &
processed directly to the named bank or provider in "Real-Time" as fully
evidenced complaints & claims.
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