Allfin is a fintech solution of our own creation that aims to automate several business processes. Primarily, capture leads through a landing page, then check financial data against financial report entities and provide the sales force with a comprehensive prospect profile.
This webapp is used to guide the prospect through the process of taking photos of his personal documentation and upload it automatically to the profile.
Once the agent opens the profile, all personal data, financial information and required documentation is available even before the first contact.
The app also allows for customer follow-up of his application and direct chat with agents.
