Real and substantial increase in placements

Intelligent Sales Force Management.

Automatic evaluation and positioning of Clients.

Resolution of the optimal product offer for each type of customer.

Advanced e-Curse with Biometrics.

Manage the sales projection of your sales executives with total accuracy.

• It administers management priority on each customer, according to propensity score and customer debt service.
• Adjusts business closure projections, controlling compliance with commercial goals, based on statistics and time series.
• On-line control of commercial management, land, Etc.
• Integration with mail server.

Comfort for your executives

Mobile platform for greater convenience when capturing customers.

• On-site access to the platform for better customer service.
• Manage the sale of your products in the field in a simple way.
• Streamlines sales processes through the immediate transmission of information.
• Efficiently manages the requests made.
• Calculation of instalments and amortisation.

Decide like the experts

Client's position inference engine based on:

• Income brackets.
• Impairment ratios.
• Leverage.
• Heritage.
• Blackberries and Protests.

Real-time evaluation for the placement of your products

Connection to credit financing platform.

• Access to sales projection according to the flow of the month.
• Total control of sales made through the platform.

Close your business simply

• Connection to multiple sources of information for decision making.
• Creation of company policies on portfolio studies that allow credit resolutions according to customer input variables.
• Automatic evaluation of customers according to their business policies within the decision engine.
• Electronic signature of your documents to speed up your processes through biometric verification.
• Integration with the company's CORE systems via WebService connections (SOAP, REST).

• Dashboard by user profile
• Daily work and management agenda
• Strategy allocation and management engine
• Goal manager and closure projection
• Management summary and management reports

• Calculate and adjust Pipe Line Percentages
• Evaluates commercial actions and results
• Accurately monitors and forecasts placements month by month.
• Identifies new business opportunities
• Mitigates deviations from budgets and targets
• Projects, adjusts and commits to executive targets

[1] Technical operation of the platform, backups and maintenance in Expert Choice environment.
[2] Maintenance and operations contract for one year.
[3] Java language development.