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Success Case by Tekne

Integral Collection visualization project

Fintech Industry

Business Problem

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.

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

Gestión de cobranzas

Collection management

gestion del cliente

Customer management

Canales de contacto

Contact channels

Gestión de pagos

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. 

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

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