Advanced Customer-Centric Finance Portal Solution for Loan Management Company
- Industry: Finance
- Location: Sweden
- Technology: Salesforce, Wordpress
About the Company
Belona Pantbank, a prominent Swedish pawnbroker, has been dedicated to providing flexible loan solutions against valuables. Serving over 10,000 satisfied customers, they recognized the need to streamline operations and enhance customer experience.
Client Requirements
Client had many requirements that would make it easy for their customers to interact with their business.
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Terminate extensive manual processes, freeing employees’ time and resources for more strategic tasks.
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Needed a customer-centric finance portal that offers end-customers a seamless experience, from requesting loans to managing payments.
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Required payment integration options to enable secure and convenient loan disbursements and repayments.
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Automated notifications for customers and the bank, keeping all parties informed throughout the loan process.
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The portal needed to accommodate various payment methods and offer customers choices for repaying loans or paying interest.
Solutions
We made a custom portal for them to take care of all their needs to streamline their operations.
Streamlined Loan Requests: Customers can initiate loan requests by filling out a form replacing manual paperwork and phone calls.
Loan Proposal Automation: The portal automatically generated loan proposals based on customer-provided information, reducing manual calculations.
Customer Access Portal: Customers gained access to the portal, where they could view loan offers, accept or reject them, and manage repayment options.
Integrated Payments: Payment integration options were seamlessly incorporated, allowing secure and flexible loan disbursements and repayments.
Automated Notifications: Automated notifications were implemented to inform customers and the bank about loan status and payment updates.
Payment Flexibility: Choice of payment methods, such as Authorized.net and Swish, for customers.
Results
Enhanced Efficiency
By automating manual tasks, they reduced employee hours spent on administrative work by an impressive 80%.
Focused Growth
With time saved, employees could redirect their efforts toward improving customer satisfaction and driving business growth.
Optimized Customer Experience
The user-friendly portal interface elevated the customer experience, allowing hassle-free interactions and transactions.
Operational Transformation
The custom finance portal transformed Belona Pantbank’s operations, elevating them as a leader in efficient and customer-centric financial services.
Streamlined Processes
Automation streamlined loan requests, proposals, notifications, and payments, reducing errors and delays.
Testimonial
The absolute best platform imaginable! We have used CRMjetty for several years and are so incredibly satisfied. Their service is outstanding!
Robin Lönnqvist
CRMJetty is friendly and professional.
Pawn Shop
CEO -