Finance app

A flexibly customizable platform to automate processes in a financial institution.

Save your time on loan application processing, create conditions for efficient performance of your employees, and use flexible analytics for correct management decisions.

BPMSoft Finance is a state-of-the-art intelligent CRM system based on the BPM platform. The system builds on ready-made industry-specific solutions that have proven their efficiency in top-tier financial companies, and a broad set of low-code tools for quick setup and implementation

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    Manage your finance with BPMSoft!

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    Low-code constructor

    Create your own business apps and IT solutions using low-code tools to manage internal and external business processes.

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    360⁰ customer profile

    Create a single database of entities and individuals, and a detailed 360-degree digital customer profile. BPMSoft extracts information from the history of consumer relations and external and internal data sources with a potential use of AI and data enrichment technologies. The combination of convenient dynamic segmentation and omnichannel communications ensures a tailored customer approach at all funnel phases.

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    BPMSoft Marketing and Sales app

    Manage marketing and sales: test hypotheses, form segments and set up lead generation. Monitor customer touchpoints in the sales funnel and analyze your advertising campaign efficiency by each promotion channel. Track your employee performance and other business processes to achieve best results.

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    BPMSoft Service app

    Put in place efficient case management in a single register. All incoming cases, including service cases, are registered automatically. Classify cases and track results with the streamlined, automated system.

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    BPMSoft Trade Catalog app

    Classify and create product-segment and cross-product matrices. Manage availability, terms for various audience segments, and limitations. Set up financial covenant control terms.

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    BPMSoft Credit app

    Use a single case register for finance products, which incorporates an the borrower's financial position analysis: income and expenses, ownership, and credit obligations. Set up transaction terms and automatic selection of a set of documents. Use template credit pipeline processes for individuals.

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    Verification

    Manage your case queues in a single verifier window: verify data, record results of case reviews, change final terms and use a convenient reminder service.

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    BPMSoft Employee performance app

    Create an efficient tool to facilitate your front, middle and back office employees interaction with customers at each phase. Automate regulations: improve your team work with reminders, track target indicators in your customer database and other parameters.

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    Analytics

    Use dashboard and report templates or customize your own charts, gauges, and metrics. Create spreadsheets and print forms Dive into data from the top level down to a specific record or employee to increase involvement and manageability. Funnel analysis will show unbiased data on each phase: statistics, budget, and conversions.

    BPMSoft

    The company BPMSOFT (part of the IT holding LANSOFT) was founded in 2010 and is the developer of its own low-code platform BPMSoft for automating CRM and internal business processes.

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    clients from large and medium-sized businesses

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    partners for implementing our platform

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    company employees

    Tasks solved by our service

    Best practices

    The sales automation system incorporates template processes with any transaction cycle, which have proven their efficiency in top-tier Russian companies. Using the capabilities of BPMSoft, you can adapt processes to your entity’s business logic or create your own processes.

    Real-time analytics

    The system has a large set of template reports and analytical models necessary to assess your sales process efficiency in real time. You can add your own data slices to any chart by using the filters.

    Access to real-time analytics

    The system has a large set of template reports and analytical models necessary to assess your sales process efficiency in real time. You can add your own data slices to any chart by using the filters.

    Flexible

    Visual modeling tools will help automate your business processes of any complexity, you do not need a developer. You can adjust or add functionality at any phase: design, implementation or monitoring.

    Benefits of working with us

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    Sales management on any type of device

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    Comprehensive data on your department performance

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    End-to-end analytics in an Agent desktop format

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    Efficient industry-specific solutions

    Get started

    BPMSoft is a low-code platform for business process management

    Contact us to get an offer for your specific needs

    Learn how to improve your business with BPMSoft

    Leave your contact details and our sales rep will contact you shortly.

    Edit Content

      I consent to my personal data processing and have read the Privacy Policy
      I agree to receive newsletters from BPMSoft

      Let's get in touch

      Learn how to improve your business with BPMSoft

      Leave your contact details and our sales rep will contact you shortly.

        I consent to my personal data processing and have read the Privacy Policy
        I agree to receive newsletters from BPMSoft