Portfolio Management, is a tool that allows to obtain better channels for the management of the portfolio, achieving the minimization in operating costs and increasing the rates of portfolio recovery.
Control the portfolio according to your entity’s collection processes and policies, facilitating the agile and efficient portfolio allocation to managers, creating and structuring strategies that will allow increases in portfolio recovery rates.
Follow up the legal processes online at the different stages and generate their respective reports for timely decision-making to follow up with external lawyers.
It allows online monitoring and follow-up of the different actions, using portfolio and management indicators for the management decision-making.
Automatically generate correspondence according to parametrable chart models. This functionality also allows the definition of templates for sending text messages (SMS) and email.
Platform that allows you to evolve as your needs do. It allows to extend the modules according to future internal processes of the entity according to the policy, evolving the tool over time.