The reduction of mundane tasks in financial services allows business to operate 24/7 and gain input without human intervention.
There is a strong correlation between customer experience and key financial indicators like sales growth and profitability from process automation contributing to the bottom line, while customer experience enables your organization to drive the top line.
When a financial services business harness and gain access to its information in a centralised way from across its business decisions are made in real time.
Werkflo helps with a platform solution for financial services companies by offering separate applications that save time, costs and deploy real time outputs.
We can help financial services companies centralise all their workflows and data through one platform in real-time to create a single source of truth as you scale.
You can monitor your businesses performance through dashboards, project plans and reports. Track workflows, KPI’s, projects, time, costs and more.
Keep all your data and projects in one place, so you can always respond quickly. Never again lose data in old spreadsheets.
When you collapse activities and workflows into a centralised platform solution you reduce time on mundane or repetitive tasks, cut error rates, highlight and collapse direct and indirect costs.
Standard and customizable dashboards based on your chosen product option that shows relevant information, such as recent sales, opportunities, or task charts. This way you can drill down to find specific user activities.
A search feature that allows you to search for emails, reports, files, and calendar items by typing in your query in the search box.
Instantly drag and drop a document and link it to a contact, company, category or shared project entity and it will be automatically archived – making files quickly and easily retrievable.
Get a complete notes management solution. Track all personal and shared notes. Each note will include a time stamp and digital signature. Users can create a new note or append to an existing note.
We can automate and talk to different systems that will enhance your business and management systems. We do this based on time and cost.
Have a single repository for your documents and collaborate on documents including check-in and check-out version controls.
Build templates in Microsoft Word and save them in our product solutions. Once created, you can automatically populate those fields in your template.
We can customise fields and tasks based on your chosen option. Some you can also do for yourself.
Grab pre-built reports spanning information on Chatabox. This way users can also create custom features on their reports.
Create, share and manage projects as you need. Build workflows, store and track related documents, emails, notes, and other activities.