FINANCIAL SERVICES INDUSTRY
with Maximum Compliance
Offer seamless transactions for customers and simplified
workflows for your organization
Operational Pain Points
• KYC/AML processes often involve repetitive data entry and complicated validation
• Credit or loan requests get stuck when approvals rely too much on manual follow-ups
• Disconnected systems create gaps in service continuity and information flow
• Teams struggle to generate accurate reports across products and branches
Software Management Solution
End-to-End Benefits
1
Smart Approval Flows
2
Simplified Digital Contracts
3
Field Visit Management
4
In-App Monitoring
5
Inventory Management
6
Automated Follow-Up Reminders
7
Centralized Helpdesk
8
Smart Performance Dashboard
GENERAL FUNCTION
Smart Approval Flows
Manage approval hierarchies with real-time
notifications, clear decision logs, and full audit
trails for faster disbursements.
Simplified Digital Contracts
Speed up agreements while ensuring legal
compliance with secure e-Signatures and
e-Meterai, eliminating manual processing.
Field Visit Management
Assign collectors, schedule visits, and record
outcomes (complete with notes, proof of
visit, and real-time sync to HQ).
In-App Monitoring
Track collector movements and visit status
directly from one application for better
oversight and team coordination.
Inventory Management
Monitor each collector's asset or equipment,
such as mobile devices and payment tools,
to gain full visibility and accountability.
GENERAL FUNCTION
Automated Follow-Up Reminders
Stay ahead on collections with scheduled
reminders for overdue payments to recover
debt more efficiently.
GENERAL FUNCTION
Centralized Helpdesk
Efficiently handle complaints, inquiries, and
adjustment requests from one integrated
dashboard for faster resolution.
GENERAL FUNCTION
Smart Performance Dashboards
Get a clear view of your financial health,
portfolio trends, and user activity to support
strategic decision-making.
Enhance Banking Security and Compliance
with Ease
Experience impressive growth
with smart solutions
