The core finPOWER Connect client file is comprehensive but the addition of the modules below adds advanced features and CRM type functionality.
The base finPOWER Connect system comes with a comprehensive client file, but where additional information is required to be captured, the finPOWER Connect Advanced Client Add-On can be used.
It introduces additional data capture fields for:
The Identification Page also has an inbuilt "100 Point Indentity Check" facility that can be customised to meet your specific requirements.
An important evaluation criteria of any client is their ability to service a Loan.
To measure this you need to record their essential Client Statistics, i.e. Income, Expenses, Assets and Liabilities, and track changes in these over time.The finPOWER Connect Client Statistics Add-On is designed to do this efficiently and intelligently with the ability to add or remove the statistics recorded and define the frequency of the data entered.
Different sets of Statistics can be recorded for different Client Groups so that the information captured for a company client is different to an individual client. Default amounts can be applied to each "statistic", such as Telephone", so that data capture is made faster and standard values are maintained.
Important information, such as Available Income, Available Assets and Debt Ratio highlighted.
The finPOWER Connect Credit Enquiry Add-On provides functionality to enquire on a Client's credit history and Bank Statement information. The resulting Reports are stored on the client file electronically for later easy reference.
Currently, the Credit Enquiry Add-On supports Interfaces to
The Veda Credit Enquiry process replicates what many clients already do manually, but allows you to do it from within finPOWER Connect using existing records, hence reducing the need to re-key a client's details and making the process more efficient. The resulting Credit Report is then stored within the Client record for easy access and analysis.
The finPOWER Connect Addressing Add-On allows a search of relevant Statewide Post Codes for a given address.