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Challenges that a Finance Organization Faces

Transparency with CustomersTransparency with Customers
Leveraging Technology BetterLeveraging Technology Better
Unoptimized ProcessesUnoptimized Processes
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Finance Portal and You

Self Service for Your Customers
Self Service for Your Customers

Let customers manage their financial details and documentation with finance portal development, easily and smoothly.

Centralize Finance Products in One Platform
Centralize Finance Products in One Platform

Plenty of finance products, like credit, loans, insurance, escrow services, etc., can easily be managed and served with a centralized platform, so customers always have the big picture of their portfolio, products, and ongoing services.

Build Transparency with Your Customers
Build Transparency with Your Customers

Enable customers to view their products and the status of their ongoing services, installment details, dues, and inquiries. Share the terms of the services transparently.

Process Automation & Notifications
Process Automation & Notifications

Automate all manual finance operations for fintech products like load eligibility checks, insurance step forms, etc. remind customers about each next activity of payment or renewal, so they never miss any.

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Capabilities of the Portal Solution

Finance Product Management

Finance Product Management

Handle and manage multiple finance products like credit, loans, insurances, escrow services, fixed deposits, etc., and so on easily with finance portal development for all your clients. Give customers a unified platform to manage their entire portfolio seamlessly.

Inquiry Management

Inquiry Management

Allow visitors to submit inquiries through the portal about product information or related to opted services. Be transparent with customers via written updates. Respond with a detailed explanation to queries to ensure the best communication so there are no surprises later.

Dashboards for Analytics & Decisions

Dashboards for Analytics & Decisions

With finance portal development, you need to keep track of ups and downs in terms of the market as well your company/agents’ performance. Set up your dashboard to always show you the important numbers.

Document Management

Document Management

Financial management comes with a ton of documents. Ensure secure access to customers with role-based access. Manage identity proofs, receipts, etc., to streamline a customer’s financial journey with you, as well as for them always to have a paper trail of their transactions.

Self-Service Knowledgebase

Self-Service Knowledgebase

With finance portal development, a knowledgebase serves answers to general questions about finance as well as the services you provide. Customers can educate themselves on financial terms, the country’s regulations, banking policies, and so on.

DIY CMS

DIY CMS

Finance portal development gives you the ability to put together a layout with the drag-and-drop builder to have widgets that give crucial information and encourage action instantly.

Data Management with Security

Data Management with Security

The finance portal solution adheres to strict banking regulations of the relevant country for data protection and maintains legal compliance for transactions.

Case Study

Connect the Portal with Leading CRMs

Why a Portal from CRMJetty?

Ready to Integrate Solution

Ready to Integrate Solution

With the experts’ experience, we have a ready-to-iterate solution for you with kick-starter features.

Best Quality and Security

Best Quality and Security

With ISO 27001 and ISO 9001 certifications, we ensure top-notch security and quality for our products.

Tailor-Made Solution by Industry Experts

Tailor-Made Solution by Industry Experts

With 16+ years of experience in this industry, our experts are on board to provide the best portal for your organization.

Scalable for Industry Requirements

Scalable for Industry Requirements

Customize your Finance portal to tailor it per your niche and requirements.

Our Testimonials

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Get to know more about our solution

Want to see how the Finance portal can help you streamline operations, manage tasks, and collaborate better? Let’s talk!

Book a Demo

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