Finance

BPMSoft Finance is an integrated platform to optimize core business processes in the financial services sector.

The solution has full-fledged functionality from management of sales of banking and other financial products to automation of customer service and improving loan portfolio efficiency.

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    Manage your sales with BPMSoft!

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    Manage your business processes

    Automate business processes of any complexity: from document approval to task completion and management of collaboration on projects. Use best practices built into the system and transformable depending on your business specifics. Track any process execution metrics: duration, average execution time, maximum and minimum values. Analyze progress data and identify bottlenecks.

     

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    Manage your customer database

    Create a single database of potential and existing customers. BPMSoft will help you select the best financial products for each customer. Build relationships with customers based on communication history. The system records all meetings, calls and messages, cases and contracts linked to a certain individual or entity, so that you can assess whether your customer relationship is complete and change the interaction tactics. Analytics tools can help you quickly assess the dynamics of incoming cases, changes in customer behavior, and financial indicators by segment.

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    Manage your product catalog

    Create special offers based on detailed product specifications. Each product may have any number of financial arrangements, which set, for example, interest rates, terms, repayment plans or other parameters. BPMSoft can set up product terms and characteristics and their validity periods, and track the history of use. Match individual products and product packages to customer needs. For each product, identify a list of target segments, identify which products are included in the package, including insurance, cards or other related services.

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    Omnichannel communications

    Interact with customers and teammates through a communication panel that integrates all necessary communication tools. You can make calls, process unread mails, sign contracts, maintain dialogues in instant messengers, corporate network and popular social media. Plan your working time, meetings and tasks with a convenient schedule, use reminders and system notifications. You can create personal or group tasks and add contacts to them, link cases or documents, and synchronize tasks and schedules with Google Calendar and Microsoft Exchange.

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    Analytics

    Build a comprehensive analytics system using ready-made dashboards and your own slices. Charts are easily customizable with a variety of filters. Analyze general and detailed metrics across products, segments, sales channels, and other important parameters and their combinations in a convenient form and in real time. Analyze employee productivity based on completed tasks, and track the evolution lifeline of communications with important customers.

    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

    Service app

    The platform can improve your service functions performance and accelerate the processing of messages received from various sources from customers, employees or partners. This will improve transparency of interaction processes across your business units in the case processing process, help identify bottlenecks and optimize processes at each phase.

    Employee performance

    BPMSoft is a convenient tool to improve the performance of back, middle and front office employees at each phase of customer interaction, from acquisition to contract and cross-sales. With this tool, you can manage various processes through a single platform and assess employee productivity at each phase of the customer journey.

    Industry expertise

    The system has built-in reference processes designed by reference to regulatory requirements, expertise and financial institution specifics. This will greatly shorten the system launch time and guarantee business continuity in the event of migration from a platform of a Western and Russian vendor. Each functional module has a set of ready-made templates and reports easily transformable into your company’s customary format.

    Cross sales and partner sales

    BPMSoft Finance will get you a deeper insight of your customers and their needs, and create personalized offers efficiently and quickly. A comprehensive toolkit designed by reference to the expertise of large financial companies, can help optimize customer return and retention processes, boost the average check and LTV, and promote loyalty.

    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

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      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