Streamlining client document management.
Meo is a comprehensive document management solution designed specifically for car dealerships in Quebec. It addresses the challenges posed by Law 25, which mandates strict tracking and management of personal information. Meo simplifies the process of securely receiving, storing, and managing client documents, ensuring compliance while enhancing operational efficiency for dealerships.
Material Design Enabled
Features
Streamlined Document Requests
We implemented a two-step request system where salespeople can initiate document requests using just a client's phone number, simplifying the often complex process of document collection.
Secure Client Portal
By developing a secure, SMS-linked upload system, we enabled clients to safely share sensitive documents without relying on personal messaging apps or email, enhancing both security and convenience.
Centralized Document Management
We created a unified platform for document viewing and management, accessible via web and mobile app, eliminating the need for salespeople to store client documents on personal devices or in disparate locations.
Result
Meo transformed document handling processes for car dealerships in Quebec. It significantly reduced the time spent on document collection and management, with salespeople reporting up to 50% time savings in this area. The platform enhanced compliance with Law 25, mitigating legal risks associated with improper data handling. Client satisfaction improved due to the secure and user-friendly document sharing process. Dealerships experienced streamlined operations, with all necessary documents (like driver's licenses, insurance proofs, and registrations) centralized and easily accessible for loan pre-approvals and other processes. By automating document lifecycle management, Meo not only ensured regulatory compliance but also positioned dealerships to focus more on sales and customer service, giving them a competitive edge in the automotive market.
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