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BANKING AND INSURANCE
AccelTree has strong domain knowledge in the Financial Services industry. Consequently the first mobility product introduced was in this functional area.

Mobile Instant Loan Approval
For an agent in the field to capture minimum information regarding the applicant’s and asset details and perform dedup and a credit bureau check to offer the customer immediate approval.

Mobile Loan Origination
A work-flow based mobile solution for relationship managers to capture loan application details, perform physical verification, submit for credit approval, collect documents and check application status.

Mobile Collections
For recovery agents or relationship managers on the move to interact with a central collection system using mobile phones. View account details, payment history, history of communications and update action taken and payments received.

Mobile Microfinance System
If you are a micro finance institution, a complete application can be deployed on your field agents' mobile phones to manage customer accounts, self-help groups, their loan disbursements as well as periodic collection. AccelTree's Micro Finance system can be used in both urban and
rural areas.

Mobile Field Verification
For on-line update of field verification data to speed up loan and credit card application processing.

Mobile Loyalty Management
Apps for members of a loyalty program to manage their loyalty points, shop from an on-line catalogue using points or purchase items from participating stores again by redeeming points.

Mobile Banking
Provides a high-quality mobile banking user interface for all retail banking transactions while interfacing with your Internet Banking system.

Mobile Lead Management System
For the direct sales persons of banks, finance and insurance companies to use to capture or receive leads and manage them through the sales process, while on the move. It is typically interfaced with a company's back-end lead management or CRM system.

Mobile Motor Vehicle Insurance
An insurance sales person uses the mobile solution track annual renewal of premiums, update payments received and register new customers while out on the field. The system helps retain existing customers and also improves customer relationships.

Insurance Mobile Sales Solution
A life insurance sales person can manage leads, present the customer with benefit computation, present audio-visual information to the customer, accept applications and follow through till a sale is concluded.

Insurance Agent's Mobile Companion - IN2-CRM
IN2-CRM brings the power of modern information technology to the simple mobile phone for insurance sales persons constantly on the move. This application helps manage client relationships, follow opportunities to a conclusion and manage activities related to prospects and clients.