This solution is only offered in Spanish language.
Obtain the market’s most flexible, robust and complete field management. It’s development its aimed at optimizing any business process by facilitating the work of managers, credit officers and supervisors.
Formiik Engine is Omnichannel and specialized in the origination of financial products, encompassing the origination process, workflow automation and mass information processing, scalable from hundreds to millions of transactions per month. It is 10 times more efficient than BPMs based on requirements approach.
Its hybrid cloud model allows you to store sensitive customer data where required, according to the needs of each institution, complying with the country’s applicable regulations. Centralized control with transparent processes.
It connects with Formiil Mobile to optimize the operation of the promoters, analysts and field managers; generating more customers in less time, improving the productivity and personnel supervision. Obtain indicators by manager/supervisor. Master the geographic allocation of your resources on the field.
INTERACCION OF PROSPECTS
Natively integrated with Formiik Bot, the automated conversational intelligence platform, that reduces operating expenses of attention in processes of origination, clarification and simulation of Products and Financial Services.
A single platform for all originations designed in a modern, simple and intuitive way that reduces implementation and training times of its collaborators. It will be as easy to use as any other application or site you usually use.
Software development Kit (SDK) that allows you to build the experience you want for your clients in apps and/or within your website. In addition, it has an API that allows integrating any Financial Core or CRM in a simple way. BackOffice Web and SDK for custom interfaces.
Formiik is a leader in Finance Technology supported in SaaS, which offers solutions that optimize the field origination process, its mobility and a chatbot that chats in financial language.
Get more info in https://info.formiik.com/acton/media/6911/microsoft-engine