Most used processes
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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. -
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.
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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. -
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. -
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.