In the financial and insurance services sector Low-code Nectain DIY platform is designed to accelerate business processes and optimize the customer journey.
PASS environment procure management the complete customer journey and streamlining front-office processes to elevate experience of retail and corporate clients.
Streamline retail and corporate financial and insurance services through effective lead and opportunity management.
Manage the complete customer journey and streamline front and middle-office processes to elevate experience of retail and corporate clients
Effective Nectain DIY tools allow you to create and develop a single database of existing and potential customers to record contact information, interaction histories, customer requests and products. A better understanding of customers makes it possible to provide them with the best service.
With the help of Nectain DIY, the Manager can easily identify significant clients who are missing important details, and the supervisor can quickly assess the completeness of the profile and make sure that the database contains all the necessary information. In case of gaps in information, the platform allows you to send a request to fill in the missing data.
Nectain DIY allows you to segment customers to improve communication and build stronger relationships. To group customers based on socio-demographic data, identify the most promising customers and their categories, and capture competitors’ customers.
You can create a group of high-yielding clients and personalize the interaction strategy for each of them.
Nectain DIY allows you to track every interaction with an account or contact, including appointments and calls, contracts, and products used. This will help you build relationships with your customers based on the full history of your communications. Complete customer data at your fingertips and essential to provide the best customer experience.
The platform allows you to accept applications online. A new client can register himself in the system, enter his data and download documents. After submitting an application, the data on the client can also be automatically checked in all necessary registries and databases. If the client has a Mobile ID, EDS, or BankID, then he can also go through the verification procedure online.
Opening a bank account and ordering cards can happen automatically.
With CRM tools, you can control and improve processes by analyzing your customer base. A thorough analysis allows you to look at your customer database from a different angle in order to measure the effectiveness of customer interactions, identify the best customers and track changes in their behavior. Customize dashboards to suit your needs for accurate insights.
It is very important to provide clients with competent and accurate consulting services. This is possible if you independently and without programming prepare and automate consulting processes. It is enough to choose the right process depending on the goals and preferences of the client in order to get the most out of your communication. It is also possible to automate the processing of customer requests and track the status and timing of requests to optimize service processes.
Use PaaS Nectain DIY to easily automate and manage omnichannel-marketing campaigns
Using the convenient platform tools, you can independently create, track and analyze the structures of corporate relations on a visual diagram. Tracking such structures and histories of relationships for each company or the entire group is complemented by the ability to edit relationships between companies, their suppliers, distributors and partners directly in the visual scheme. Based on these relationship maps, it is possible to develop more reliable channels of communication and collaboration with clients, leading to better decisions about future strategies.
An important feature of Nectain DIY is the ability to operationally plan your work, tasks and meetings in your calendar. You can create personal or group tasks related to contacts, opportunities, or documents. It works simply – get notifications and reminders in the notification bar.
Minimization of the risks of loan default is carried out by checking the data in the application. Nektein DIY allows you to create a simple and convenient checklist of necessary verification actions, set the appropriate choice of roles, set up parallel and sequential versions of verifications and actions that are performed when considering and approving an application.
Established simple process steps really improve the quality of decision-making by the verifier by setting the context for each verification action: files with regulations and rules for performing verification actions, links to useful resources, conversation scripts, etc. The checklist will help your employees carefully and convincingly choose the result of the verification .