Financing consulting with wow effect
When using Finstar Notes and Finstar FinancingSuite, data is processed completely digitally throughout the entire loan transaction process. Finstar FinancingSuite serves as a web-based application for the bank advisor or consultant. They can use the app on their personal computer to prepare and follow up on customer meetings. The customer does not see it. On the other hand, Finstar Notes is a tablet app that the bank advisor can use and demonstrate live in front of his or her clients during client meetings.
Different work modes in Finstar Notes support the advisor in every point of the conversation with the customer. The consultant can write by hand on the tablet computer using the pen. Integrated handwriting recognition automatically converts the handwriting into digital data, which can be used to display simulations and visualizations of the loan process. Finstar Notes is adaptive enough to align different areas of the screen for different reading directions. While the advisor enters loan-to-value and affordability data, the customer on the opposite side of the table can simultaneously study the corresponding graphics.
The wow effect is provided by a feature that allows the customer advisor to display a financing object in its real surroundings in Google Maps with a single click - Street View included. Documents and images of a financing object can also be easily uploaded to the app, giving the customer an overall profile. The system also reports if important information is missing or process requirements are not met. This ensures end-to-end process and advisory quality.
c/o Hypothekarbank Lenzburg AG