CRM Features

  • Account management
  • Lead management
  • Document management
  • Task management
Operations and Processes

  • Omnichannel loan origination
  • Customer onboarding journey
  • Loan application processing
  • Automated pre-screening checks
  • OCR solutions
  • Risk assessment and modelling
  • Underwriting process
  • Automated decisioning
  • 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
  • Day-wise collection
  • Branch-wise due summary
  • Total interest earned by month
  • Branch-wise collection

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 Customers
    Delight your customers with offers recommended by Einstein and Rule Engine.
  • Simplify Your Payment Process
    Effortless EMI collection and timely notifications and reminders.
Technologies Used

  • Salesforce Platform
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Custom Objects, Apex Triggers & Classes
  • Lightning Web Components
  • Lightning Flows
  • Reports & Dashboards
  • Einstein
  • Integrations (Karza, Twilio, OCR etc.)
Installation Process

Powered by the Salesforce Platform, FinOpX can be installed as a managed package.

See it in Action