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%.

View their invoices with an option to download them as PDFs

Focused Growth

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

View their invoices with an option to download them as PDFs

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.

View their invoices with an option to download them as PDFs

Streamlined Processes

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

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