Whether you are in banking, wealth management or investments, Round Infinity delivers a superior experience to your customers, employees & partners. Digitalize and self-service enable any financial services use case without software developers, in a fraction of the time.
Allow users to register, apply for loan & check loan status, all in a self-service manner.
Configure a multi-step workflow to complete the loan process from approval to disbursement.
Allow customers to complete their loan KYC process seamlessly over video & submit documents.
Instantly setup a 24/7 automated call center and auto-respond & auto-transcribe customer's calls.
Provide a mobile self-service portal for users to raise requests, check status, access reports, sign docs, make payments, etc.
Auto-assign field visits to feet-on-street staff & facilitate data collection from customer's home.
Use answer bots & omnichannel inbox to support users 24/7 over phone, WhatsApp, live chat, email.
Easily generate loan documents, contracts, schedules, etc. & securely share with borrowers.
Track field staff in real-time & allow them to easily capture voice notes after each customer visit.
Get a 360 view of customer's activity, calls, loans, installments, pending payments, etc.
Use outbound voice bots & contextual campaigns to generate new leads for loans, banking, etc.
Auto send alerts & reminders to customers such as loan approval status, upcoming payments, etc.
Use eSignatures to request signatures on documents from borrowers, employees & vendors.
Easily generate & send payment links to collect loan installment payments from customer.
Empower your employees by digitalizing internal workflows like expense claims, leave, etc.
Simplify the recruitment of company staff by using end-to-end HR workflows.
Optimize customer experience by integrating with all your major ERP & external systems.
Automatically capture leads from all channels & distribute / close using customised workflows.
Quickly build a knowledge center for borrowers & employees to get queries answered on their own.
Automate the entire procurement process from requisition, to supplier portal to payment.
Leverage out-of-box analytics or create no-code custom reports to track SLA & performance.
