BANKS AND FINANCIAL INSTITUTIONS


Reference Materials


Vídeo
Video

Bancos e Financeiras

Bancos e Financeiras


Folder
Folder

Solutions


Software
Software

Delinquent Collection

Performs and manages collection actions, in order to decrease...


Credit Concession

Customizes, automatizes and manages the structure of credit concession...


Consultoria
Consulting

SMALL CYCLE PRODUCTS

Enables the small and medium company the access to the best practices...


PROCESS, PEOPLE AND TECHNOLOGY

Promotes the company main source of power through the development of...


MANAGEMENT

Improve the company's performance, in a tactic level, to guarantee the...


STRATEGY

Leverages the company's performance meeting all the interested people...


Serviço de Valor Agregado
Value-Added Service

EDUCATION

To facilitate global qualification through the internet, transforming...


INFRASTRUCTURE

TOTVS solutions for Infrastructure enable the customer to use the...


BPO

To generate scale economies, reduce costs and improve processes...


Tecnologia
Technology

Technology

Article Image
To provide mobility, flexibility, customization and integration through business solutions of a...


Value Proposal

Improve control, planning and execution of credit concession and management.


Challenges

  • Scale gain
  • Singles process of Credit Management for the entire institution
  • Credit Concession Process Automatization
  • Balance between fast service and strict credit analysis
  • Reduce costs in Credit Concession
  • Reduce Operation Risk
  • Efficient management of credit portfolio
  • Management of delinquent portfolio
  • Meet legal and market demands
  • Acquisition of new customers

TOTVS Solutions

  • Personal loan, CDC, amendments (INSS/Public/Private) in a single credit platform for concession and portfolio management
  • Management of delinquent portfolio, Customer Service Center, Refinancing, Debt Acquisition, Checks Held in Custody, Insurance, Commission and Central Bank 100% integrated
  • Solution of credit concession (Workflow) in web, with proposal capture, simulations, contracts printing, vouchers printing, checks reading/printing, documents control and image capture
  • Credit authorization

Results reached

  • Safety in financial operations
  • Accuracy in financial calculus
  • Meet legal and market demands
  • Mitigation of operational risks
  • Decrease in time for credit concession
  • Decrease in credit risk
  • Access to the main bases of credit protection
  • Proposals analyzed according to the policies established by the institution
  • Control of delinquent and granted credit portfolios
  • Tax and Accounting information (balances, risk, expectations, rating, etc) required by the Central Bank were supplied
  • Integration among Front, Middle and Back Office areas

Know the New World

1. TOTVS has the perfect solution to enhance your company management.

 

 
2.
Learn about the Business Portal TOTVS Ocean.
If you are already registered, access exclusive contents HERE


3. Or call - Brazil:
0800 70 98 100

Cases

Cases


G.P.M. Brasil

"Before we got to know the system, we were not sure the software was going to work. But after installing it, we noticed the process became much...


Blog

Blog

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