Client Requirements

Client had many requirements that would make it easy for their customers to interact with their business.

  • Terminate extensive manual processes, freeing employees’ time and resources for more strategic tasks.

  • Needed a customer-centric finance portal that offers end-customers a seamless experience, from requesting loans to managing payments.

  • Required payment integration options to enable secure and convenient loan disbursements and repayments.

  • Automated notifications for customers and the bank, keeping all parties informed throughout the loan process.

  • The portal needed to accommodate various payment methods and offer customers choices for repaying loans or paying interest.

Solutions

We made a custom portal for them to take care of all their needs to streamline their operations.

  • Streamlined Loan Requests: Customers can initiate loan requests by filling out a form replacing manual paperwork and phone calls.

  • Loan Proposal Automation: The portal automatically generated loan proposals based on customer-provided information, reducing manual calculations.

  • Customer Access Portal: Customers gained access to the portal, where they could view loan offers, accept or reject them, and manage repayment options.

  • Integrated Payments: Payment integration options were seamlessly incorporated, allowing secure and flexible loan disbursements and repayments.

  • Automated Notifications: Automated notifications were implemented to inform customers and the bank about loan status and payment updates.

  • Payment Flexibility: Choice of payment methods, such as Authorized.net and Swish, for customers.

Results

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Enhanced Efficiency

By automating manual tasks, they reduced employee hours spent on administrative work by an impressive 80%.

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Focused Growth

With time saved, employees could redirect their efforts toward improving customer satisfaction and driving business growth.

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Optimized Customer Experience

The user-friendly portal interface elevated the customer experience, allowing hassle-free interactions and transactions.

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Operational Transformation

The custom finance portal transformed Belona Pantbank’s operations, elevating them as a leader in efficient and customer-centric financial services.

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Streamlined Processes

Automation streamlined loan requests, proposals, notifications, and payments, reducing errors and delays.

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