Integral collection visualization project
Given the growth of business, there is a need to centralize and have a global vision of the collection area. Let's solve this for a financial startup.
- Industry
- Fintech
- Solution
- Decision Intelligence & BI
01 / 03
The challenge
Given the growth of the business, there is a need to centralize and have a global vision of the collection area.
This financial startup had the challenge of building everything from scratch:
- In the collections area, there were no reports to be designed and implemented.
- The reports contained metrics and indicators that were not yet approved.
- Work was done in Excel, but this tool was insufficient and some reports had errors.
- Need for agility to monitor the business.
- There was no comprehensive view of the call (contact with the client), the collections and the management of the agencies, which made decision-making difficult.
- Being able to perform predictive analytics in the future.
02 / 03
What Tekne did
Objective
Build a platform that allows the integration of the data obtained in the different phases of collection management, displaying the metrics and indicators already approved within automated reports, which allow you to quickly monitor and analyze the key points of the business, such as:
- The first contact with the client and its continuous management
- The allocation of loans and generation of payment agreements
- Evaluation of the different entities in charge of collection
Automate and coordinate four processes
Collection management
Customer management
Contact channels
Payment management
Solution
Creation of dashboards, contained in three main axes:
Dashboard
Call Management:
Monitoring of calls received, answered and unanswered, giving greater importance to the management of unanswered calls, with the intention of re-contacting that client who has not been able to communicate with the call agents.
Dashboard
Recovery Management:
Analysis of the most used payments channels, behavior and generation of payment agreements.
Evolutionary and comparative graphs between the different loan portfolios.
Dashboard
Performance Managements
Evaluation of the performance of the agencies in charge of the collection of the different loans and agreements, comparative analysis with historical values, and calculation of fees.
Automatic sending of reports by email to agencies for collection management.
03 / 03
Results
The implemented solution allowed:
- Finalize the design and implementation of reports
- Standardize metrics and indicators
- Use a data integration tool such as Power BI
- Improve the management of unanswered calls
- Identify and manage delinquent customers
- Generate competitive strategies
- Possibility of performing predictive analytics
