Finance Portal - A Step towards Transparency & Security

Financial services often become complex and there are too many layers to it. With a streamlined financial services portal, you can save your time as well as resources otherwise spent on manual reporting, unnecessary and redundant billing procedures, and repetitive communication with customers. Bring transparency to your financial services, a need of the hour considering how smart all the consumers are getting. Make life and managing money easier for your customers with a robust finance portal.

Data Security

Finance is one of the most data sensitive industries. Any software you use for this needs to have robust security features. Only authenticated users are allowed access to an account, which are a client and their account manager.

Data Integrity

Because of the real-time data sync, all the stakeholders get accurate and updated information and a 360 degree of their customers’ as well as organization’s data.

Advanced Reporting

Get reports of the customer interactions, their transactions with your organization, extra services they might have taken, and more monthly or quarterly or yearly; as per your requirement. Understand your services and customers at a better level with these advanced reports.

Support Portal

Provide 24/7 support with an integrated support portal equipped with an extensive knowledge base, ticketing system, and live chat.

Employee Management

Manage your employees and accountants and their day-to-day as well as overall activities from within the finance portal. Maintain must required transparency with all the major stakeholders in your organization by securely sharing only the necessary data.

Customer Management

Add, edit, and delete customer accounts based on their interactions with your organization. Provide only necessary rights to customers’ data to your team members as and when required to maintain the security and integrity of the data. Now easily provide a personalized experience to all your customers based on their interactions.

Real-time Communication

Communicate or notify all the necessary information about transactions, loan agreement or changes in the agreement, etc. to your customers in real-time with our finance portal. Bridge that knowledge gap and keep your customers and other involved parties informed for quality communication as well as to enhance your value proposition.

Loan Management

Manage the principal amount, loan agreement, premiums, and more from the portal’s backend to make it easier for your customers to understand their loan and money as a whole.

Legal Formalities

Now eliminate all the redundant paperwork for legal formalities and get them done online with features like document scanning, e-signatures, etc. No more back and forth. No more clerical errors. Save time as well as resources.

Manage Balance Sheets

The accountants from their portal space can manage balance sheets, profit and loss statements, and other necessary financial documents for their assigned clients. And with real-time communication using live chat, they can solve their customers’ queries regarding any financial matter or audit on the go.

Financial Audit

Now accountants can easily provide financial audit services through the portal. Customers can add the necessary documents and the accountants can audit them without having the need to travel to the customer’s place. Streamline auditing with an all-equipped portal solution.

Invoicing

Accountants can charge customers for their services easily from the portal itself by generating and sending invoices to them. And customers can also pay the fees from the portal’s secure payment gateway.

Account Management

Your customers can manage their accounts and their details like name, address, bank details, business details, documents, and other legal details. They can also manage their interactions with your finance company right from within the portal without having to do it from 4-5 different spaces.

Loan Management

Customers can manage their loans, premiums, read agreements, and chat with the concerned person easily from the portal.

Track EMIs

They can also track their EMIs, paid ones, upcoming ones. This reduces their need to seek support from you and hence saving your resources while also delighting your customers and providing more transparency. This will work like their personal finance portal which is the need of the hour.

Secure Payment

With the integration of secured payment gateways, your customers can easily pay their invoices for audits, loan premiums, your fees, and more right from the portal. They can also track the past payments against rendered services that can help them access their relationship with your finance company.

How We Create a Perfect Solution for a Financial Services Company

  • Requirement gathering

    Once a client signs up with us, our team has a meeting with them to discuss an overview of what they need, and then there is a discussion about the nuances of what we can do for them.

  • Cross check with the base product, finalize customization

    Once we know what the requirements are, we cross-check those with the product we have and figure out what customizations are needed for Financial services portal development. If we need to create a unique custom solution, we create an exhaustive list of the details and a roadmap for it.

  • Give iterative updates

    Once we begin creating the solution, we share iterative updates with the client so they are always in the loop.

  • Test for limitations

    We test out the changes and limitations so that we can ensure that the solution works exactly as the client required it.

  • Final delivery

    Once we get final approval from the client, we deliver the final product with the necessary documentation.

  • Maintenance and Support

    Once you begin using it, we provide support and maintenance as well.

Your Financial Services Portal Consultants

We have been in the portal industry for over 13 years now. We believe that portal solutions can streamline complex workflows and that can lead to better efficiency, transparency, and security. If you are in the financial services industry, we want to help you give all of that to your staff, partners, and customers.

Why Partner with CRMJetty

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Let’s help you help people get better with their money and future!