Workflows

Connect with customers using automated workflows.

The FinView drag-&-drop workflow builder enables you to automate workflows, orchestrate data, and create interactive experiences with your customers across any channel. No developer skills needed!

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No coding skills necessary.

You really do not need developers! All of our flows are intuitive to implement with our powerful visual editor which you can drag and drop. Workflow builder makes creating complex communication flows a piece of cake.

It takes minutes to create.

Our user-friendly visual editor can be filled with pre-built sub-flow templates that you can use within your workflow to gain quick and easy control of your communication flows! And yes - it literally takes minutes!

Global reach.

Even if you have portfolios located across the world, it's no problem. Our no-code workflow editor allows you to build global campaigns from a single location using whatever channel is easiest for your business.

Results

Build interactive flows that deliver results

Improve customer experience, increase efficiency, and deliver better results by developing personalised interactions.

40000

Cases resolved successfully with automated workflows

Reduction in manual activity versus traditional collection methods

Improvement in collection recovery results.

"The FinView workflow builder has alleviated the need for us to spend time and resources on maintaining and expanding our communications. We are able to focus our efforts on responding to customers as and when they react to our outreach programs"

Jonathan Grant

Founder at DigiCollect, South Africa

Build

Build any flow in just 3 steps

Easily set up automated flows using an intuitive drag-&-drop builder.

1, Trigger

Initiate workflows by selecting an initial communication channel linked to one of your pre-made templates.

2, Condition

Apply conditional logic to evaluate what to do next. If an email fails to send, maybe send a text message.

3, Action

Keep the communication flow moving by defining an action depending on the condition applied.

1, Trigger

Initiate workflows by selecting an initial communication channel linked to one of your pre-made templates.

2, Condition

Apply conditional logic to evaluate what to do next. If an email fails to send, maybe send a text message.

3, Action

Keep the communication flow moving by defining an action depending on the condition applied.

Features

Explore more features

FinView is packed with many features, all of which enables you to deliver positive experiences.

Data Handler

A seamless data handling experience that helps reduce friction in your data journey.

TaskDesk

A simple ticketing system that ensures all your team manage all events on every case.

Inbox

Connect to your customers, cases and 3rd parties, all from one shared inbox for your whole team.

Mobile App

Give customers full control of their case via the FinView app. Available online or to download.

Automate your collections and legal case processes

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