LifeUP - Сustomer Servicing Module

LifeUP – Сustomer Servicing Module

LifeUP Customer Servicing Module ensures operational excellence to providers of financial services

The fast, intuitive and simple access to financial services

Flexibility

Add new services and implement changes in days

Automation

Automate repetitive activities and decisions

Control

Have a clear overview of all operations in one place

One place for all operational activities

Our intuitive and powerful back-office provides access to all necessary information in one place. Access all your cases, tasks and data from subsystems within a minute.

Detailed overview of contract life-cycle

Every financial product deserves a case study that covers the whole lifecycle of the product and connects all information, processes, tasks and operations.

Customer portfolio overview

Have a clear overview of customer obligations, contracts and activities. Smoothly supplement your information with the data from your CRM.

Automated processes and decisions

Automate all your operational processes by using all the power of LifeUP process engine. Streamline your onboarding, underwriting and contract servicing processes by executing tasks and decisions described by your analysts.

Intuitive administration tools and ready-made templates

Change your product terms, processes and decisions whenever you want without any IT knowledge. Achieve quick deployment of new products using our ready-made product templates.

Extend and complement your system anytime

LifeUP Customer Servicing platform provides several ways to extend your application.
Add new integrations, process steps, and custom elements anytime using our extension points and developer API.

Full features list

LifeUP - customer servicing module

1. Product management & Administartion
- Product administration
- Loan, deposit and guarantee product templates
- Management of fees, penalties and interests
- Administration of processes and tasks
- Decision management
- Setup of accesses and permissions
2. Underwriting
- Application scoring based on manageable rules
- Client relationship identification and tracking
- Data aggregation from government registers
- Application reviewing and processing
- In-system collaboration and risk analysis
- Digital credit committee
- Contract generation and signing
3. Contract Servicing
- Contract management and versioning
- Change requests handling and processing
- Claim handling and processing
- Debt identification and processing
- Tasks and reminders
- Customer notifications
4. Overview & Reporting
- Customer portfolio overview
- Customer risk overview
- Service portfolio real-time overview
- Process performance overview
- Overview of resource load and tasks

Want to continue the conversation towards evolving your business?

Let’s make something more

We are ready to invest in the first steps of your digital transformation!

Our key consultants can help you to build a successful digital transformation roadmap.

What will you receive:

Set of workshops to map your services, requirements and needs.
Tailor-made TO BE vision of your services, processes and operations.
Step-by-step changes implementation plan.