Deal Pipeline Management
Revolutionise how you manage your retail loans and transform your customer interactions and product lifecycles into seamless, hassle-free experiences.
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Transforming retail loans into effortless journeys
Leverage Finnate’s AI-powered solutions to streamline the entire loan lifecycle. Simplify every step, reduce complexities, enhance customer satisfaction, and boost efficiency - from application to settlement.
Truly transformative benefits
Get the edge of cutting-edge
Workflow to originate deals
Manage investment firms and contacts
Manage prospects
Track prospects to deals
Allocate teams to deals
Investment structuring
Due diligence and underwriting
CXO dashboards, MIS and compliance reports
In application collaboration - emails, notifications, task management
Multi level approval
Investment strategy compliance
Interactive investment committee review
Generation of investment proposals and other documents for negotiations
Proven results, measurable impact
30
%
Reduction in time spent on deal sourcing
25
%
Improvement in deal closure rates
