Improve control, planning, credit concession and management and management of investments from Public/Supplementary Pension Closed Entities.
Challenges
Reliability in integration process with new managers and custodians
Promote innovation and growth in investment management
Meet legal and market demands
Cost reduction
Credit Concession Process Automatization
Balance between fast service and strict credit analysis
Reduce Costs
Reduce Operation Risk
Efficient management of credit portfolio
Management of delinquent portfolio
Meet legal and market demands
TOTVS Solutions
Operations billing
Compliance / Fitting analysis
Liabilities Control
Investments Control
Automation of processes
BPO – Back-Office of Investment control
Support tool for decision taking - Intellector
Personal loan, CDC, amendments (INSS/Public/Private) in a single credit platform for concession and portfolio management
Complete integration among: Management of Delinquent Portfolio, Customer Service Center, Refinancing, Insurance and Central Bank
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
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 company
Control of delinquent and credit portfolios
Tax and Accounting information (balances, risk, expectations, rating, etc) required by ruling bodies
Integration among Front, Middle and Back Office areas
Know the New World
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