Implementation

From signature
to go-live.

We don't hand you an empty system. We set it up with your products, your branches and your people, and we're with you the day it switches on.

Book a demoSee the phases
Implementation planSample institution
Progress62%
  1. ✓
    AssessmentChannel map and pipelines
    Done
  2. ✓
    SetupBranches, roles and numbers
    Done
  3. 3
    TrainingRole-based sessions
    In progress
  4. 4
    Go-liveChannels switched on
    Next
Go-live: the date comes out of the assessment

Illustrative example.

Four phases

A clear path, no surprises.

Every phase ends with something concrete in your hands. You always know which step you are on, who takes part and what comes next.

01
Assessment

We learn how clients reach you today.

We review your channels, your numbers, your products and your branches, and who answers what. We measure where conversations get lost and where applications stall.

Who takes part

ManagementOperationsOne contact per branchIT, if needed

You get

Channel map: where every client comes inProposed pipelines per productWork plan and go-live date
02
Setup

We build the system around your structure.

Branches, roles and permissions. Pipelines for every product, calendars, templates and replies. We connect your channels and the numbers that forward to your lines. We import your contacts.

Who takes part

Your point person, to sign off each decision

You get

System configured and testedPermissions by branch and roleContacts imported, duplicates removed
03
Training

Everyone learns their part.

Role-based sessions: loan officers, customer service, supervisors and management. People practice with real day-to-day cases from your institution, not generic examples.

Who takes part

Everyone who will use it

You get

Role-based trainingStep-by-step guides for every roleAccess ready: staff sign in with an email code
04
Go-live

We switch the channels on, right beside you.

We are there on launch day and the weeks after. We review response times, unanswered conversations and stuck applications, and we adjust.

Who takes part

The whole teamUs, right beside you

You get

Supported launch dayFirst response-time reportList of adjustments and next steps
On your side

What we need from you.

Not much, but it matters. With this, implementation moves without hiccups.

01

A point person

Someone with authority to decide, who signs off each step.

02

Your products

What you offer and the steps of each application, from first call to closing.

03

Your branches

Where each person works and what they handle.

04

Access to your channels

Your Facebook and Instagram pages, WhatsApp, email and your website form.

05

Your contacts

An export from your current system or your spreadsheets.

06

Team time

The hours for role-based training, on the schedule that suits you.

Migration

Bring what you already have.

You don't start from scratch, and you don't change phone companies.

Your contacts

We import your clients from spreadsheets or from an export of your current system.

We remove duplicates before importingEvery contact lands in its branch, with its officerYou review a sample before the final load

Your numbers

Your lines stay where they are. The system numbers forward to them and every call is logged.

No number porting, no new phone companyDuration, who answered and purpose of every callYour current WhatsApp: we review it in the assessment
After go-live

We don't disappear.

Implementation ends; support does not.

Ongoing support

We review how it is going with you: response times, applications by stage and where work gets stuck.

Guides always current

Whenever a process changes, that role's guide is updated the same day, with its date on top.

Adjustments

A new product, another branch, a seasonal campaign: the system grows with you.

Start with the assessment.

30 minutes to see the system with your products and your branches. You leave with a clear picture of how it would work at your institution.

Book a demoinfo@finteccrm.com