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B2K Inkasso

By Snotor

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    About

  • location

    Location

    Riga, Latvia

  • industry

    Industry

    Financial Services

  • expertsie

    Expertise

    Web Design UX/UI Design Custom Software Development Web Development IT Staff Augmentation
  • date

    Date

    01-2016 - Ongoing

Description

Inkasso
Financial CRM system for keeping track of debtors
Inkasso - is a system for employees of financial companies which helps them account for debtors of banks and other institutions. The system allows them to contain and manage various types of data about debtors, track payments, send messages and create reports. It has the ability to synchronize with banks, insurance organizations and mail services and import data from .xls or .csv files.
Inkasso's functional features include implementation with single page application approach, AMD API which allows to download additional scripts if needed, and more.

Challenge

The main goal was to make the delinquent loan management process more effective and easy to perform.

That’s why we created a custom platform, the features of which meet the clients’ needs perfectly.

Solutions

  • Import of cases into the system of Excel files or XML documents for further processing by operators;
  • CRM module for operators' work with debtors' cases, payments, and their schedule;
  • Possibility for operators to work synchronously in the system;
  • Calendar for operators to make notes and receive notifications related to debtor’s cases;
  • Operator’s work tracking system;
  • Ability for operators to send messages with statuses and instructions to debtors;
  • Bank statement processing system - automatic and operator-assisted;
  • Ability to generate reports (on all of the payments / payments for a particular creditor over a certain period of time / inactive cases and operator’s workload), and send them to the external national authorities;
  • AML / KYC support

Impact

We created a convenient system for everyday use by debt collection operators that helps facilitate internal processes and organize huge amounts of data. Nowadays the project is in the maintenance phase.

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