Business Challenge

• In-house employees have no digital track records of the activity they are doing for the organization or for their clients as all records are managed manually.
• Various meetings and follow-ups were missed with the clients because of no notification on a daily basis.
• It is always difficult to pull old records for clients on demand by clients in case of any policy has lapsed.
• Due dates for renewal of policies were missed in most of the cases.
• Difficult to manage various services on a single platform.

Solution

• FinPro is the Product that solves almost all the above problems of the Company.
• Every employee is defined by their Role and Responsibilities under which they can easily track their work and get notified in time.
• Management of the company has an easy navigation tracking of all the employees and clients
• The system is fully equipped with an AI model where all the renewals, and expiry notification is intimated to the concerned person within time.
• Clients can see the Financial portfolio and can identify their weaknesses and strengths in those aspects.

Result

The outcome was a Web Application that will allow In-house employees, management & their respective clients to manage their work streamlined and clients can view their financial portfolios online. On the basis of that system recommends improving the weak areas by connecting them to the company

Learn More

For reference information or to learn more about this client and the managed IT services solution provided contact us at info@neuralinfo.org or call us at +91-9311087321