BACK-OFFICE AUTOMATION
FinDrive
PROBLEMS
faced by financial institutions
Security of
personal data
Financial institutions currently receive documents via private emails, Google Drive, WhatsApp or other unsecured methods which may potentially lead to a personal data breach
Multiple
channels
Financial institutions are receiving both digital and physical documents through different channels and in various forms.
Incomplete
applications
Financial institutions need to followup with customers multiple times to collect all relevant documents.
Non-unified
customer experience
Customers may experience different journeys when submitting personal documents to the same financial institution.
THE SOLUTION: FINDRIVE
Highly secured, all-in-one platform for document collection
Highly secured platform to gather and streamline application documents from multiple channels. Customer documents are secured and encrypted.
Omnichannel, user-friendly, web-based platform
Customers can upload photos or scanned documents anytime, anywhere and from any device. They will receive a personalised document checklist based on the selected financial product required.
Send automated reminders
This solution features tools that automate communication between financial institutions and customers. Automated reminders to update incomplete documents can be sent to customers via this solution.
Unified experience
This solution also features permission-based access control for different users, with multi-level authorisation requested for document previews.
HOW IT WORKS

FEATURES AND CAPABILITIES
For consumers
and businesses
- Document checklist
- Mobile responsiveness
- Drag and drop uploads
- Camera access
- History logs and remarks
- Automated reminders
- Status updates
For 3rd-party partners and agents
- Create applications
- Secured document upload link
- History logs and remarks
- Advanced search features
- Status updates
- Dashboard and analytics
For financial institutions
- Application preview
- Secure document access
- Progress monitoring
- Dashboard and analytics
- History logs and remark
- Advanced search
- Provide feedback to agents and sales teams

FinDrive also comes with its own Cloud-based collection software that manages and
keeps track of all your invoices without ever missing a customerʼs payment.
Less Hassle.
Gain More.
- Automated payment reminders via SMS, emails, and phone calls to your customers.
- Real-time and easy-to-read dashboard to visualise your collection activities
- Comprehensive and detailed reports to forecast cash flow.
Grow Your Business.
Anytime, Anywhere.
- Systematic collection schedules to increase your team productivity.
- Cloud-based Days Sales Outstanding (DSO) collection solution that allows you to work even from home
- Speed up the collection process and focus your energy on growing your business.
Personalise and Customise.
Track and Trace.
- Personalise the methods you collect from your customers.
- Track your customersʼ payment history records to understand their payment behaviour
- Track expected payment dues to make the right action, to the right customer, at the right time.