An all-in-one digital solution built on Salesforce to automate lending, onboarding, and more
FinOpX - Enabling Smart Financial Processes
FinOpX is the ultimate solution for financial institutions that aim to revolutionize their lending, collection, and CRM processes. It helps to automate and catalyze the onboarding process for various financial services like bank account opening, credit card issuance and management, credit disbursement, etc. Dynamic frameworks created for underwriting processes are powered by AI and ML. They support in-built integrations with APIs like Karza and Twilio, OCR, and KYC validation.
The omnichannel loan origination system by FinOpX automates the loan application process across multiple channels and makes informed decisions about issuing or disapproving loans. The automated pre-screening checks set up for KYC, CIBIL score, and OCR validation accelerate the loan application and disbursement process. Moreover, it is possible to integrate the automated customer onboarding framework with any banking product or service. Thus, FinOpX is a complete solution for the financial services industry.
Operations and Processes
Omnichannel loan origination
Customer onboarding journey
Loan application processing
Automated pre-screening checks
Risk assessment and modelling
Automated action plans
Security and collateral management
Financial account management and automated payment reminders
Visit planning and execution for collection
Intuitive Reports & Dashboards for key insights, including:
Customers with overdue EMI
New customers by month
Approved loan applications by month
Rejected loan applications by month
Loan application by status
Branch-wise due summary
Total interest earned by month
Why Choose FinOpX?
Digital Customer Onboarding Onboard your customers digitally 10x faster using video KYC.
Faster Decisioning Make automated smart decisions on loan applications with a Dynamic Rule Engine Framework.
360° View of Customer Profile Give your employees a complete and consolidated view of the customer profile at one place, from offers to transactions, to life events and goals.
Personalized Offers for CustomersDelight your customers with offers recommended by Einstein and Rule Engine.
Simplify Your Payment ProcessEffortless EMI collection and timely notifications and reminders.
Custom Objects, Apex Triggers & Classes
Lightning Web Components
Reports & Dashboards
Integrations (Karza, Twilio, OCR etc.)
Powered by the Salesforce Platform, FinOpX can be installed as a managed package.