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Banking Management Platform - Adwisers

Banking Management Platform - Adwisers



Web Application Presentation:

The web application "Adwisers" is mainly aimed at managing banking and accounting records in their evaluation process, avoiding backend operators errors with analyzes that can be automated through this software.

The application also centralizes all information from the consulting firm giving access to bank loans history records that can be monitored at any stage in the smallest details.

General advantages:

  1.  centralization of information in a single online platform that can be accessed with different levels of access to data;
  2.  application only needs internet access to be functional;
  3. user-friendly interface;
  4.  constant monitoring; It can be accessed on any device;
  5.  software is customized to specific business needs;
  6.  secure access system admin panel;

Technical Specifications (modules):

  • customer relationship management (CRM) - managing files and commands;
  • management of partner banks and review teams;
  • automatic assessment of banking products and correct distribution of cases falling under the conditions imposed by them; prescoring avoid such request in case files that do not fit from the start;
  • maintaining a relevant history regarding communication and document exchange;

Beneficiary:

Adwisers is one of the important financial advisory companies which aim to support clients in their efforts to access different resources they need.

Whether they are contracted by entrepreneurs or individuals, they are dedicated to identify the best solutions for obtaining and repayment of bank credit.

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