Streamlining debt [recovery] with Case Manager.
FinView understands the complexities of debt collection. That is why our Case Manager module was specifically created to make your case handling process intuitive, integrated and impactful.
Overview
Get a 360-degree view of each case at a glance. Our dashboard gives you an all-encompassing view of every case at once. With it, you can
track every activity related to each case - such as communication logs, payment plans and financial summaries - keeping you fully informed
so you can make decisions with confidence.
track every activity related to each case - such as communication logs, payment plans and financial summaries - keeping you fully informed
so you can make decisions with confidence.
Financial Insights
Gain more insight into each case's finances through the Case Manager's extensive financial tracking features, which provide deep analysis
of debtor performance in relation to their payment plans and allow you to assess its overall health as you strategize accordingly.
of debtor performance in relation to their payment plans and allow you to assess its overall health as you strategize accordingly.
Events Tracking
Keep tabs on every case event using our dynamic tracking tools, from payment receipts and debtor communications to user logins.
Everything is recorded for our continuous monitoring to ensure nothing slips through the cracks.
Everything is recorded for our continuous monitoring to ensure nothing slips through the cracks.
Notes
Strengthen internal collaboration and keep meticulous records using our Notes feature. This provides your team with notes to draft
internally or communicate crucial data back to credit originators through the Customer Portal for maximum transparency and consistency
internally or communicate crucial data back to credit originators through the Customer Portal for maximum transparency and consistency
Document Management
Manage and access case-specific documents effortlessly using Case Manager's document storage solution, simplifying management while
speeding up retrieval time. Upload new files effortlessly or organise existing ones efficiently within its confines for efficient management and
quick retrieval.
speeding up retrieval time. Upload new files effortlessly or organise existing ones efficiently within its confines for efficient management and
quick retrieval.
Task Integration
View and manage tasks within each case directly within TaskDesk, making it much simpler for collection teams to access relevant case data.
Improve task completion rates by giving direct access to necessary info.
Improve task completion rates by giving direct access to necessary info.
"With the FinView debt collection software, we have seen significant improvements in our collection efforts, with faster and more consistent payments from our case owners. The software is super easy to use, ensuring our team can quickly adapt to changes in our cases"
Jonathan Grant
Founder at DigiCollect, South Africa
Are You Ready to Transform Debt Collection Process with FinView's Case Manager? Reach Out Today
Get in touch
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