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Customer Lifecycle Management

Secure Data & Communications
• Highly encrypted
• Secure interactive communications
• Backed-up repository for all customer data
Customer Lifecycle Management
• Self-Service, Messaging & Alerts
• Workflow Automation
• End-to-end Relationship Care 
Onboarding
• User-friendly Experience
• Data Quality Validation
• Secure & Helpful
Artificial Intelligence
• Improve Accuracy & Compliance
• Reduce Manual Effort & Time
• Enhanced Insight
Compliance
• Improve Efficiency & Effectiveness
• Automated Alerts & Reporting
• Digital Review & Audit Trail
Lending
• Digital Experience
• Data Integration
• Securitization
Data & Analytics
• External Data Integration
• Alerts, Reporting & Analytics
• Real-Time Dashboards
Digital Customer Experience
• Designed for User Experience (UXD)
• Personalized Portal
• Real-time Process & Integrated Data
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Onboarding
CLM
Security
Compliance
Lending
Data & Analytics
Digital CX
AI

FinResults nFiniti.AI CLM (Customer Lifecycle Management) offers a range of key solutions to effectively manage customer lifecycle and compliance processes.

The platform's key solutions include:

AI
CRM
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Artificial Intelligence

nFiniti.AI has Artificial Intelligence (AI) that reduces manual, time-consuming tasks and improves compliance and data quality while enhancing the customer experience. nFiniti.AI is part of a new class of systems that is “AI Native” where real-time data and documents are available at your fingertips. nFiniti.AI uses AI to identify, validate, and pull data from a variety of documents which increases data quality and reduces onboarding time.
 

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CLM

nFiniti.AI has advanced Customer Lifecycle Managment (CLM) and customer self-service via a secure customer portal that help you manage the client relationship interactively and securely. We show you the real-time status of your lead pipeline using a very visual digital dashboard. The status of each lead is always available to business development leadership. You can see a client’s progress through the onboarding process and then the compliance review process. All customer information is at your fingertips. You are alerted when the customer has written a response or completed a task.

Payments
Lending
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Security

Experience secure and interactive customer communications without the hassle of emails containing sensitive data. Our platform offers a highly encrypted and backed-up repository to safeguard all customer information and interactions. Additionally, take advantage of the opportunity to enhance your current state cybersecurity controls and parameters for optimal protection.

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Lending

nFiniti.AI provides advanced digital lending capabilities. We help you grow your lending business profitably and efficiently. We bring your customers’ data from the onboarding process into the lending application to provide the best customer experience. The loan underwriter has each client’s data and application at their fingertips. The time to close and underwrite loans is reduced and the quality of lending data is increased.

Compliance
Onboarding
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Compliance

Artificial Intelligence helps your client give you the right data and documents the first time around, minimizing follow-up over bad data.

 

Full access to data and documents is available at your fingertips. Within nFiniti.AI you have alerts, secure client messaging, and audit trails to make the compliance analyst’s job easier and more effective. We have automated and streamlined the SAR & CTR filing process.

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Onboarding

Significantly reduce the time and manual effort it takes to onboard a client, while greatly improving the customer experience. Many times, onboarding can include hundreds of questions and up to 50+ documents. Our system helps reduce your onboarding time from six weeks to one week.

nFiniti.AI simplifies your customer’s experience with AI-generated help. It gives you visibility into your customer’s progress to help guide them along the way. Within our secure system, your customers can work collaboratively with their CPA and others to complete the application. We eliminate the need for unsecure and scattered emails to resolve questions by providing a secure messaging feature. The compliance team has all the customer responses and data at their fingertips and can message the client to address open questions through a secure client portal.

Data & Analytics
Digital CX
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Data & Analytics

nFiniti.AI puts real-time data at your fingertips, giving you real-time dashboards, reporting, KPIs, and data to manage your complex and high-risk banking business customers. We integrate internal core system data, documents, and external sources of data to give you a complete picture of your business. We use AI to generate real-time analytics and provide actionable alerts to both bank customers and employees.

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Digital Customer Experience

nFiniti.AI is built to give customers and employees a very modern digital experience. Each user has a personalized portal that provides them with alerts, manages processes and data, displays KPI dashboards, and has secure messaging with customers and other employees. We manage the whole banking process through this digital user interface. We take complex processes and break them into manageable pieces that are easier for customers and employees to complete right the first time.

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