1 Engage and maintain
The white-labelled portal can be part of your website or stand-alone lending page and offers wide range of services for your clients and prospects.
As it splits into Public customer portal for new-to-bank clients and Self-service banking application for existing/registered clients, it helps you both to attract or to retain customers.
Due to the omnichannel approach, it allows the convenience to reach the service anytime from anywhere.
To allow new customer acquisitions through different distribution channels, our solution provides an Agent Portal as well.
After the application has been finalized by the client or an agent, a workflow is created for the Client’s loan application.
2 Retail and SME
With its highly customisable digital approach, the Portal can serve all client segments according to their needs. No matter if personal loan for retail or working capital financing for SME, the loan products, the process and the screens and printouts can be tailored according to the segment’s needs while the integrated workflow drives execution.
3 seamless loan process
Regardless of the client type or the offered product, the portal is able to provide excellent customer journey and increase the efficiency of the service. The automated controlling method provides safe and seamless operation and shortens the time-to-yes and time-to-money.
ApPello’s solution reduces response time and human tasks with its integrated workflow-engine. To follow fast-changing markets and business needs, we provide flexible rule engine and dynamic data model. Different workflows can be configured and initialized based on the client segment, product type of the application and many other conditions.
4 DOCUMENT EXCHANGE
Be paperless while releasing branch colleagues from red-tape. ApPello portal automatizes the process of uploading documents. It has never been so easy to specify document requirements.
Additionally, the portal delivers the prepared proposals, contracts, etc. to the client. With the help of background document management functionality, the storage, retrieval, search and construction of documents are very easy. Digital signature completes the process.
5 VIDEO CHAT AND KYC
There is no modern portal that can operate without effective KYC process. ApPello Portal has already been integrated with tools of KYC providers. With the help of these functions, identification is not a big hassle any longer.
The built-in chat and video chat functionalities open new communication channels to the clients. The video chat functions are completed by queuing and screen template sharing functionalities.