Finances

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Using a BPM tool in finance companies

We have experience making finance companies gain more. Discover how several companies improve their performance by choosing the right BPM tool.

Choosing what your company needs

Financial processes have been looked at and analyzed thoroughly over the years. But recently, some major changes have arisen, and it’s as important as ever to be on top of new trends and technologies to come ahead in the business world. Automating financial processes with a BPM suite will make the difference, giving you a more efficient operation that will result in more income for your company. Besides, having your financial processes properly automated will create a more agile work environment. This will allow everyone to work remotely, asynchronously, without compromising the quality of your business service.

Benefits

Digital transformation

Have in one place all your digital documents, databases, forms, and the processes associated with them. Eliminate all the inefficiency of handling a million spreadsheets, emails, or even Whatsapp messages.

Autonomy

Model your processes as your company may need and adapt them as you want. With low-code / no-code technology, you will be able to automate any process without IT knowledge or external consultants.

Objective data

Using Flokzu, you will obtain objective data regarding the performance of your processes, both active and past. You can set up Custom Reports with the information your team values most.

Collaborative workspace

Set up teams to work on one process at a time, or manage your processes by business departments. This tool allows you to work collaboratively, remotely, and in an asynchronous way, but ensuring results.

Increase productivity & revenue

Every participant will be able to complete their tasks on time, resulting in a more efficient operation. Increase your revenue by continuously improving your processes.

Task management

Reach your goals by managing each task. Track their status from the beginning to the end. Know where the bottlenecks are, and obtain the information and data you need to optimize every task in your processes.

Most used processes

  • Loan or credit line application

    This typical process of financial institutions can be automated and used from any branch, allowing all stakeholders to have access to updated information, and thus provide better customer service. In this process, all the necessary elements, such as approvals, authorizations, and observations, are gathered together. When the process is done, you will have a complete audit trail that will provide you with accurate information to improve the process performance.
    Having this process (and many others) automated will make the difference in the new business era, where remote and asynchronous work is a reality. Implementing Flokzu as your BPM tool will show incredible results in a matter of days.

    Loan request process
  • Investment opportunities

    Don’t miss any more opportunities because of the time you spent processing the information. Automating the Investment Opportunities process will give you a fast way to manage all parts involved, to make the right decisions. In this simplified version of the process, you can see how the information is handled, asked for when it’s needed, and also all the involved parties are notified about the progress of the process in certain stages.Having an organization where decisions are made fast and accurately makes the difference between who comes first in the business world and who comes second or last. Being an agile company, which is continuously improving, will ensure success.

    Investment request process
  • Inspection of accounts or warranties

    Schedule the review of an asset portfolio (car insurance, house, etc.), and it will execute automatically after a certain period. You can forget about scheduling it yourself and put this process on autopilot. Also, following a formal and documented process will give you clarity and auditability for each task.
    Another benefit of formally automating your processes is that you can measure the performance of the whole organization. Using KPI’s and the objective data that Flokzu provides, it will be simpler and faster to improve the organization’s return.

    risk management process
  • Users CRUD

    Each time a team member leaves or joins the company, permissions and accesses have to be reviewed or updated. This could be a messy process and one that could take a long time, not for the difficulty of the tasks, but because, many times, it interrupts the other tasks and processes that we are executing.
    By automating this process, it ensures that permits are granted and removed correctly and result in new people being able to produce earlier, and for those leaving the organization, have the certainty that they will not have undue access. Without IT skills or external consultancy, each department can automate its processes. No matter the number of stages that process needs, with Flokzu, you can model any Workflow you wish.

    New employee onboarding process
  • Branch inspection

    This typical process of financial institutions can be automated and used from any branch, allowing all stakeholders to have access to updated information, and thus provide better customer service. In this process, all the necessary elements, such as approvals, authorizations, and observations, are gathered together. When the process is done, you will have a complete audit trail that will provide you with accurate information to improve the process performance.
    Having this process (and many others) automated will make the difference in the new business era, where remote and asynchronous work is a reality. Implementing Flokzu as your BPM tool will show incredible results in a matter of days.

    Branch verification processes

Proven to be successful

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