April-May '24
We are thrilled to announce the launch of our new portal, designed to revolutionize the way our sales and presales teams interact with our clients. This platform allows you to effortlessly set up accounts, create realms, import flows, and onboard customers with ease. With features like billing and usage tracking, role-based access, and detailed analytics, you can now showcase onboarding journeys on the fly, providing a seamless experience for both you and your clients.
Experience the future of onboarding with our new portal
Introducing Customer Funnel Dashboard, an analytics tool for Customers to oversee the performance of Flows onboarded through GO across the different stages of the application
The 2 tabs in the Customer Funnel Dashboard, are as follows:
- Overview Tab
- Provides insight into the overall performance of different flows
- Demographic performance of products
- Front End Analysis
- Provides insight into the pain points users face in the front-end journey
- Insight into the average TAT of Front end journeys & Pages that are seeing the highest dropout rate
We're excited to unveil our latest feature for the RM app: the comprehensive Incentives & Targets Tracking dashboard. This tool empowers you to achieve your goals with real-time insights, motivation, and personalized guidance.
Feature Highlights:
- Sales Dashboards: Real-time progress bars and performance comparisons let you instantly see how you’re tracking toward targets.
- Incentive Tracking: Stay motivated with clear visuals of current earnings vs. potential incentives. Adjust strategies for maximum rewards.
- Team Insights: Managers can set targets, recognize top performers, and identify coaching opportunities.
- Strategic Focus: Manager View gives a high-level view to align strategies and optimize performance.
We're excited to introduce QR code generation for seamless mobile access to workflows on our platform. This feature enhances accessibility and improves user experience by allowing users to easily scan QR codes to initiate workflows, making it perfect for mobile-first scenarios.
We are excited to introduce QR code and payment link features for secure and seamless transactions on our platform. Users can now scan a QR code or receive a payment link via SMS or email, enabling quick and trusted payment processing. Admin controls allow for customization, ensuring the right payment method is used for each scenario. This enhancement is designed to increase user trust and improve the overall payment experience.
Introducing Variable Penny Drop for Bank Account Verification
Key Benefits:
- Enhanced Security: Variable penny drop adds an extra layer of security to the verification process. Since the deposited amounts are random and often small, it's more difficult for fraudsters to predict these
- Reduced Fraud Risk: Fraudsters often target fixed-amount deposits for interception or manipulation. With variable penny drop, the unpredictability of the deposited amounts makes it harder for them to carry out fraudulent activities.
- Compliance: In some jurisdictions, using variable penny drop may align with regulatory requirements for secure account verification processes. By implementing this method, financial institutions can demonstrate their commitment to compliance with relevant regulations.
No more navigating through multiple tabs!
By condensing crucial application details into a single, easily accessible view, this feature significantly reduces the time and effort traditionally required for thorough application review. This feature provides a comprehensive overview of each application in one place.
Key Benefits:
- Enhanced Decision-Making: Quickly identify critical sections of the application that require thorough review.
- Faster Processing: Reduce review time and effort with a summarized view that expedites application processing.
- Better Risk Management: Improve the identification of unsafe documents, reducing the risk of errors.
Introducing our new PIVC system, designed to automate and streamline insurance verification for healthcare providers. This system reduces administrative burden, enhances accuracy, and improves user experience by providing a seamless interface for initiating and monitoring verifications. Say goodbye to manual checks and hello to efficiency and compliance. Users can listen to terms and conditions and give consent directly, ensuring a smooth and secure process.
- Enhanced Jumper Page
- Seamless Navigation: Experience smooth transitions from the main page to the jumper page.
- Cohesive Design: Enjoy a unified look and feel across all pages.
- New Additions: Added provisions for page descriptions and images for consistency.
- Customizable Experience: Adjustable top bar and info panel.
- Variety of Layouts: Choose from 9 different layouts.
- Improved User Experience: Smoother, sleeker, and more user-friendly interface.
- Custom Fonts
- Upload Your Fonts: Integrate your brand’s typography by uploading TTF and OTF font files directly into GO Admin.
- Font Management: Easily add, assign, and manage fonts across different themes and elements with our new interface.
- Robust Fallbacks: Ensure a seamless user experience with predefined fallback fonts if custom fonts fail to load.
- Enhanced Brand Consistency: Apply custom fonts to all aspects of your project, from user interfaces to login pages, ensuring a unified brand presence.
- Data Additions
- New Variables have now been added to New MIS, to enable easy filtering of application data
- The 4 new variables are as follows:
- Application_Assigned_Name
- Application_Assigned_Role
- Application_Assigned_Date
- Application_Assigned_Manager
- Provision of these variables now enables Auditors to manage frequent reminders for applications in their buckets
- Filter & Column Renaming
- Saving new filters and renaming the columns
- Import & Export functionality to export these filters & Column Mapping with the click of a button, massively reducing the TAT.
- Smart Filters
- Enhanced Filter Recognition: Provision of filters to better recognize numerical and date fields.
- Dynamic Date Filtering: Fields like “Application_Submit_Date” can now be filtered by “Today”, “Last Day”, “Last 3 Days”, “Last 7 Days”, etc.
- Improved Scheduling for Auditors: Auditors can now schedule and manage applications pending since the last day.
- Date & Numeric Field Filtering: Bank users can filter the New MIS Report on fields like “Application Assigned Date” for dynamic reporting.
- New Use Cases Enabled:
- Daily Assigned Application Report
- SLA Breach Application Report
Introducing 3 new configurable notifications to remind Auditors & RMs, and help speed up the TAT of processing applications:
- RM Drafted Application Assignment
- Currently, RM’s have a requirement to understand the draft reason and re-fill drafted applications without much delay
- This notification makes sure to remind the RM instantly when an application is drafted along with providing the reason for Draft
- Application Status Checks
- In low-volume application branches, there is a need to track each application going through on a frequent basis
- This notification, when enabled, provides updates anytime application moves from one BO user to another
- Application Assignment
- Whenever an application is assigned to a BO Auditor, an e-mail is notified to remind them about the assigned application
We are thrilled to introduce the latest enhancements to our Lead Management System (LMS), designed to further streamline and optimize the lead management process for Relationship Managers (RMs).
- Lead Tagging:
- Organize and Prioritize Leads: RMs can now tag leads based on priority—Hot, Warm, and Cold—making it easier to focus on the most promising opportunities first.
- Lead Dashboard:
- Important Metrics at a Glance: The new dashboard view provides key metrics on leads, offering RMs a comprehensive overview to track progress and performance.
- Additional data input support for leads:
- Enhanced Lead Details: RMs can now enter additional data fields for leads, enabling better prioritization and more detailed tracking within the leads list.
- Lead Conversion to Application:
- Seamless Conversion: Leads can now be directly converted to applications on the web app, simplifying the transition from prospect to customer and streamlining the onboarding process.
- Forensic Images Rendering: Resolved image rendering issues to ensure all forensic images display correctly.
- GO Variables Update: Changes to GO variables now accurately reflect in the MIS Column Renaming tab.
- Flow Variables Display: Fixed the bug to ensure all submitted flow variables are visible in the Column Renaming section.
- API Trigger Button: Fixed unresponsiveness in the API trigger button for smooth journey operation.
- VKYC Data Visibility: Corrected the issue to make VKYC data visible on back office.
- iOS Input Field Zoom: Fixed input field behavior to prevent auto-zoom on iOS devices.