- We configure the Task Interaction Model to follow your specific set of rules on when, why and how customers need to be contacted
- Triggered by a customer’s action or an internal procedure, the model processes the provided information and pushes a list ot tasks to a designated agent
- Tasks are prioritised according to multiple factors, such as the potential loan amount or the customer’s position in the funnel
- Along with tasks, the system generates signals regarding suspicious customer behavior
- We can easily configure the Task Interaction Model to reflect any changes in your servicing rules or strategic priorities
Spotcap Advanced Data Processing
As customers upload their documents, our technology automatically processes and organises the enclosed data, distributing consistent information across your entire organisation.
Document Recognition
Our technology can automatically identify, process and categorise numerous documents in various formats and languages, including both financial (P&L and Balance Sheet) and bank statements. It determines if customers have uploaded the correct files and gives them immediate feedback on necessary corrections.
How it works:
Save time and reduce OPEX
How it works:
- Our technology uses a custom-built extraction logic to find the relevant information from each provided document
- Extracted as key-value pairs, the data is fed to the different repositories that your origination process includes (e.g., CRM, underwriting, collections)
- The information is translated and formatted according to each repository’s functions and semantic rules
- As a result, each branch of your organisation receives a view of the customer’s profile that is tailored to their specific requirements
Data Extraction & Mapping
Our data extraction and mapping processes work together to take the applicant’s information from their documents and supply it to your origination processes.
How it works:
- Our technology uses a custom-built extraction logic to find the relevant information from each provided document
- Extracted as key-value pairs, the data is fed to the different repositories that your origination process includes (e.g., CRM, underwriting, collections)
- The information is translated and formatted according to each repository’s functions and semantic rules
- As a result, each branch of your organisation receives a view of the customer’s profile that is tailored to their specific requirements
Connect your teams with the right data
