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Plataforma de Ventas

Sales Platform

Facilitate the commercial management of your executives with an integrated platform that drives the sale of financial products.
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una plataforma que integra
A platform that consolidates all internal systems for a full, real-time view of your clients' products, while allowing simulations for quicker and smoother sales to banking clients.
Benefits
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Business
Agility
Make personalized financial products available to your clients through an integrated omnichannel services platform.
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Information
Consolidation
An easily integrable solution for consolidated client data management across internal and external systems.
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Operational
Efficiency
Automate business processes to eliminate repetitive manual tasks and improve workflow management.
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It encompasses the entire process, from when the client simulates a product, through the submission of the request, client evaluation using the rules engine, authorizations based on various criteria and profiles, document printing, electronic client file, and disbursement or closure of the product issuance.
facilita ventas
Streamline your representatives' and commercial officers' sales management with a client-focused omnichannel solution that drives revenue generation.
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Hombre buscando los servicios de Fisa Group en laptop
Reach out to us and learn how to elevate your business to the next level.