Our solutions for the Banking & Finance Industry

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CRM

From lead to contract!

Boost sales and customer satisfaction with our CRM solutions that streamline the sales process from lead to contract. Manage leads, track interactions, and close deals faster.

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Banking Accelerator

 

Transform finance and banking operations with the pre-built Banking Accelerator, enabling lead management, personalized offerings, and automated contract processes.

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ERP Integration

 

Achieve efficiency and real-time data visibility through ERP integration, automating processes and enabling informed decision-making for finance and banking companies.

 

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Business Apps

Credit and Banking Products

 

Streamline credit and banking operations with our custom business applications tailored to the specific needs of finance and banking companies. Benefit from features like loan management and real-time data visibility for efficient operations.

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Validation for B2B and B2C

 

Enhance trust in business decisions with our unparalleled validation solutions for both B2B and B2C companies. Validate customer data in real-time, reduce errors and fraud, and build stronger partnerships based on accurate information.

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Security – On-Premises – Hybrid Setup

 

Choose our hybrid solutions that combines on-premises and cloud-based applications for powerful and secure operations. Enjoy the benefits of local control and customization, scalability, and data protection in a fast-paced business environment.

 

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Automation

 

We are constantly exploring new ways to streamline processes and improve efficiency in the finance and banking industry. By utilizing the power of automation, we are able to reduce manual labor and minimize the possibility of errors.

Some of our solutions include:

 

  • The power of optical character recognition (OCR) for efficient data extraction;
  • Innovative automation for bank statement reconciliation;
  • Enhancing loan origination with advanced technology;
  • Accurate data collection and verification;
  • Real-time loan term calculation with innovative algorithms.
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And some of our real-life applications include:

 

  • AML KYC checks for potential borrowers;
  • Sending bank assignment notices to the client;
  • Generation of certificates of actual beneficiaries on the RECOM platform;
  • Extracting data from invoices and entering them into SAP;
  • Archiving client documents in SharePoint and on SFTP.

 

 

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