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
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.
Microfinance
Management
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.
Field
Verification
For on-line update of field verification data to speed up loan and
credit card application processing.
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 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.
More
Solutions ….>>>
|