Assess customer affordability

At the heart of Embark’s platform is our customer affordability assessment tool. The initial information entered by a customer or agent generates an income and expenditure questionnaire tailored to their specific circumstances.

Software can make or break a business

We deal with all issues relating to integration – our aim is to minimise the time your staff spend performing duties relating to Embark.

Implementation is often treated as a company-wide undertaking with a variety of far-reaching consequences. But not with Embark. We understand that our client’s existing software stack is fundamental to their operation. Embark works around your current set-up, regardless of how complex (and precarious!) it might be. Integration is handled from start to finish by our experienced in-house specialists, who require little to no support from your staff.

Embark is easily integrated by design. It can be embedded into any system or process such as websites, banking, apps, email/SMS campaigns and even entire case management systems. Or, if you prefer, Embark can stay separate from all of your existing platforms.

Integrating Embark into your existing CRM is a quick, straightforward process. Embark has been formulated with industry-leading management software in mind, so data can be shared between existing platforms seamlessly via APIs. Once set-up has been finalised, data sharing will be automated between your various applications.

Integrated Open Banking

Don't rely on outdated processes

Make their journey smoother with Open Banking. Embark allows data to be sent directly from your customer’s digital banking service to your website and, if needed, back to your CRM system through APIs.

Open Banking is more accurate, faster and more secure than traditional methods of gathering data. This drastically reduces the time it takes applicants to enter their financial information.

Integrated Credit Reference Agency

Yielding data of a higher quality

Generating interest from new customers isn’t always easy, especially when it comes to personal finance. So why not reduce obstacles between them and your product or service?

Speed up your applications by providing customers with the means to auto-populate outstanding payments and other information which is readily available through their Credit Reference Agency.

Integrated E-sign

All authenticity without the wait

Embark lets users sign forms with an electronic signature. This automated authentication feature saves time for applicants and agents without compromising necessary security procedures.

Customers simply draw their signature on a touch-sensitive screen or type it out on a keyboard. The signature is then saved and can be used by the customer at the click of a button to signify agreement.

Let your brand's voice be heard

Don’t compromise your brand. Creating a uniformed environment for customers helps them to navigate your products and reassures them of your professionalism and attention to detail.

We’ve anticipated hundreds of stylistic options, but there are some changes which only you can visualise. If there’s anything else you want added or changed, you only need to tell a member of our team and we’ll turn your vision into a reality. Let us deliver your ideal outcome, and celebrate everything your brand has to offer.

We aim to provide our clients with a totally bespoke website. If you want to add images, messages, automated links or anything else, our dedicated design and development team will go above and beyond to create a customer journey which incorporates every element you’ve envisioned.

A tailored approach in seconds

Embark allows communication strategies to be introduced and changed within a matter of seconds.

All automated messages sent by Embark will first be written and structured with input from our dedicated creative team (and yours, should you wish them to be involved). Everyone has different needs. The system you put in place to reach out to your customers should reflect their many varied interests.

Tasking your agents with outbound communications is an outdated method of reaching customers. Save your business time and money by letting Embark send out messages as they’re needed in real time, and give your customers the chance to respond at a time which suits them.