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Management system · Fintech

FinCore

Structured management for credit applications and processes.

WorkflowScoringRBAC
FinCore credit management dashboard
Industry
Fintech
Platforms
Web app
Type of work
Management system
Live
fincore.com.ar

Context

A credit operation where every application passes through several people before it is approved or rejected.

The challenge

Manual follow-up made the status and owner of each operation unclear.

What was built

A CRM with staged workflows, permissions and centralized application tracking.

  • Staged workflow per application
  • Role-based permissions
  • History and traceability for every change
  • Centralized tracking dashboard

Project material

More views of the product.

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