One business. Connected teams.
An enquiry, a policy, a renewal and a brokerage receipt are parts of the same business relationship. FiNTRACK helps sales, operations and finance work from a connected view of that relationship, with clear ownership and next actions.
Three product areas
Insurance brings lead management, customer portfolios, policy operations, renewals and brokerage reconciliation together.
Loans focuses on the intermediary workflow from borrower enquiry and document collection through lender follow-up, disbursal tracking and payouts.
Ledgers provides a working view of business records, expected income and receipts so finance and operations can review differences together.
Start with the workflow that needs attention
Adopt FiNTRACK module by module. Define a starting process, bring in the relevant data and help the team build a consistent way of working before expanding.
Practical automation, with a human handoff
WhatsApp workflows and VoiceIQ, our voice automation product, help keep customer follow-ups moving. The aim is to connect the outcome of a conversation to the person who needs to act on it.