No customerleft unanswered.
Credit unions, banks, finance companies and lenders. Every call, message and application in one record. Your team answers first, and everything is measured.
Good morning, Edgardo
Search customer, loan, phoneToday a customer messages on WhatsApp, calls the branch, comments on social and fills out a form. Four conversations, four systems. With FintecCRM it is one story, and someone on your team answers it.
One record.
Every customer.
WhatsApp, calls, social, web and branch visits land in one place, each with an owner and a clock.
Everything the customer said, where they said it and who helped them.
Personal, auto, mortgage, card and certificates, each with its own stages.
Response time by branch and conversion by product, no spreadsheets.
Inbox
SearchHow much could I get approved for a car?
Missed call, waited 2:41 min
Commented on the credit card post
Form: mortgage pre-qualification
Visit: renew certificate
María Rivera
SearchMaría Rivera
Customer since 2011History
Monday 9:00 a.m. with Edgardo M.
Auto pre-qualification, 4 min
Asked about auto rates, 3:12 min
Opened the message and visited the page
Limit updated
Applications
SearchNew 12
Contacted 9
Application 14
Approval 7
Closed 5
Reports · October
SearchMedian response by branch
Lower is better.
Auto loans
Illustrative data.
Built for lenders, not for salespeople.
How a financial institution actually works, from the first message to closing.
Your team answers first.
Every conversation has an owner and a clock. If nobody picks it up, it goes to a supervisor before the customer gets tired of waiting.
- 0 conversations without an owner
- Supervisor alerted at 15 min
- Measured by branch and by person
Keep your phone lines.
No need to switch phone carriers. Every call is logged.
Branches and roles.
Everyone sees their own. Management sees everything.
Calls with a purpose.
Who called, how long it lasted, why and how it ended.
Seasonal campaigns.
Maturing certificates, auto fairs, holiday savings clubs.
Answers after hours, too.
After hours, the customer gets an acknowledgment and an appointment. First thing in the morning, a person on your team picks up the conversation.
One system. Six ways to lend.
It speaks your institution’s language. Switch the industry and watch the record change.
The member at the center, with their history, their branch and the loan officer who serves them.
- Product
- Auto loan
- Amount
- $28,500
- Branch
- North
- Loan officer
- Edgardo M.
- Channel
- Stage
- Pre-qualification
Illustrative data.
See each industry in detailWe stay with you until it works.
No endless projects. Your team working in the system within weeks.
Assessment
How your customers reach you today and who answers them.
Setup
Products, branches, roles and your phone lines.
Training
Role-based guides in your team’s language, and practice with real cases.
Live
We measure the first month with you and adjust.
Let’s talk.
30 minutes. We show you the system with your institution’s products and branches.