Tech Active was contacted by one of the top UK's IVA organizations to design a custom business application for their business. They needed the platform to handle end-to-end operations from lead management to re-structuring customer debts and accepting payments automatically each month.
Several pre-checks are conducted on the platform before the customer's application is forwarded to the financial partners, including credit score checks, ID / address verification, etc. Multiple APIs from various financial and regulatory institutions are integrated into the entire process.
A be-spoke CRM streamlines the entire process from lead generation to customer management and payments. Customers' monthly payments are collected on a certain date each month and reconciled with the accounting software. Zoho Analytics' deep integration provides stakeholders with a wide range of reporting capabilities and insight into the organization's day-to-day activities.
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