Operations Hub
The Operations Hub is a comprehensive platform that bridges the gap between field operations and back-office workflows, enabling banks and financial institutions to efficiently manage assisted onboarding and application approvals.
Whether itβs managing customer interactions in the field or overseeing application approvals in the back office, the Operations Hub equips teams with the tools needed to collaborate effectively, optimize workflows, and drive operational success.
This module caters to two key personas:
- Sales and Relationship Managers (Fleet on Street): On-field representatives appointed by banks to assist customers with onboarding and ensure a smooth journey.
- Back-Office Clerks and Managers (Operations Portal): Internal staff responsible for reviewing and approving applications, with managers monitoring performance and overseeing compliance.
The Fleet on Street module is built for sales and relationship managers to assist customers with onboarding processes.
The Operations Portal is designed to simplify back-office workflows, enabling clerks and operations teams to process and approve applications effectively.
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Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].
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