A PLATFORM FOR BUILDING LOAN, E-WALLET AND FINANCIAL BPO - INSURANCE APPLICATIONS

FINTECH APP has been successfully deployed at several major banks and financial institutions in Vietnam

MOBILE APPLICATIONS

FINTECH APP packages the necessary modules to build Fintech (loan), e-wallet, and financial BPO-insurance applications in the fastest way.
You can also embed the application into existing applications

LOAN

Loan Registration, Loan Referral, Online contract signup, Debt payment, Payment history, Upload documents, Valuing Management, Loan contract management, Agents & Teams, Revenue dashboard, Commission

INSURANCE SELLING

Insurance registration, Insurance sales, Insurance Management, insurance buying for customers, Insurance premium payment, Insurance cards management, Motorcycle insurance, Automobile insurance, Health insurance, Life insurance.

BILLS

Financial bill, Electricity bill, Water bill, Internet bill, TV bill, Mobile top-up, Payment history management.

Affiliate Finance

VIB Credit, F88, MAFC Lead, MC Lead, SHB Lead, MC Card, MC PL, MAFC Loan, PTF Loan, SHB Loan credit cards. Open a bank account and use Fintech applications: VPBank, Viettinbank, Vietcombank, Momo, VNPAY...

E-Commerce

Product catalog, Promotional banner, Product search, Product classification, Vendor program, CTV program, Order management, Product management, Revenue and commission managemen

Affiliate & Network

Registration for affiliate, Loan affiliate, Insurance affiliate, Financial affiliate, Affiliate Management, Team Management, Revenue dashboard, Commission dashboard.

Internal Social

Status Posting, Commenting, Reaction, 1-1 or group chat, Video call, Media exchange (send & Receipt), Friend/Unfriend, Notification and so on

Investment

Flexible investment, Fixed investment, Investment portfolio management, Investment referral, Payoff, Investment interest rate, Investment agent, Agent commission.

CRM Features

1

Financial Project
Management

  • Loan profile management
  • Loan products from financial institutions and integrated with LOS system
  • Loan products linked with financial companies and banks
  • Payment history and debt repayment history management
  • Report import and export
  • Case by case handling
  • Real-time synchronization
  • Comment and view history
  • Cross sell
  • Personal Information Confidentiality: Phone, ID card, identity papers
  • Dossier & Application Assigment
  • Customers' paper management
  • Dashboard system
2

Telesale
CRM

  • Lead Management
  • Import/Export Lead from Excel
  • Lead Assigment with pre-defined rules
  • Notes, comment and history of leads
  • Cross sell (lead converted to loan, invesment...)
  • Personal information confidentiality
  • Call Center Integration: Click2Call, Autocall, Autodial, Outbound, Inbound
  • Call Log, Assign Call Extension.
  • Track Employee Performance through impact and talktime reports.
  • Check data and check for duplicate data.
  • Support 3P partner Lead push API and return real-time status.
3

Insurance, Investment & Payment

  • Insurance category management.
  • Insurance company management.
  • Insurance product management.
  • Insurance dossier management, real-time update.
  • Insurance card management.
  • Bill payment: finance, electricity, water, internet, mobile top-up.
  • Bill payment print.
  • Utility bill management.
  • Prepaid card management.
  • Investment portfolio management.
  • Investment product management.
  • Investment contract templates customization.
  • Management of investment contract, interest, and payoff.
4

API & Integration

  • MAFC products.
  • PTF products.
  • MCredit products.
  • SHB products.
  • VIB products.
  • Lotte products.
  • F88 products.
  • MIC insurance.
  • PTI insurance.
  • VNI insurance.
  • BSH insurance.
  • Bao Minh insurance.
  • Momo e-wallet.
  • Viettel Pay e-wallet.
  • VNPay e-wallet.
  • VNPT Epay Payment Portal.
  • MB Bank App.
  • Cake Digital Bank App.
  • VPBank NEO App.
  • SHINHAN BANK App.
  • KBANK App.
  • VIET MONEY App.
  • BE VISA CREDIT App.
  • TIMA App.
  • ATM ONLINE App...
  • Kalapa.
  • Trusting Social.
  • Tailor connection
5

Affiliate, Commission & Accounting

  • Building and managing affiliate model.
  • Building and designing campaigns and surveys.
  • Managing affiliates and surveys.
  • Building commission programs for affiliates.
  • Configuring dynamic commission rules.
  • Managing withdrawals and deposits.
  • Sharing data collection links.
  • Converting customers from campaigns.
  • Managing affiliates, branches, team revenue.
  • Managing personnel by department, position, region.
  • Managing payment requests.
  • Approving payment requests.
  • Exporting payment request excel data.
  • Reconciling balances.
  • Payroll.
  • Managing and approving loan disbursements.
6

Meta Data System

  • Spam Proof.
  • Hacker Proof.
  • OTP Registration and Authentication.
  • Account Lock.
  • Notification.
  • Password Change
  • Data Recovery
  • Third Party Configuration
  • Meta Data: Province, District, Partner..
  • Update, edit, and synchronize Meta data from thirdparty systems
  • User history inquiry.
  • Create levels and perform authorization.
  • Brand Identity Installation: Company name, image, logo, website...
  • Permission Management.
  • Authorization Management.
  • SMS, Email Template
  • Export Template.
  • 3P API.

Prominent BPO Features

Connection to

  • Banks
  • Financial Institutions
  • Insurance Companies
  • Payment Gateways and E-Wallets

API Connection

  • Banks
  • Financial Institutions
  • 3P Partner (F2 level)

Prominent features for banks

Check

  • Duplicate Check
  • Blacklist Check
  • Watchlist
  • eKYC, Data check, anti-fraud

Partner API

  • Lead Sending
  • Realtime Status Update
  • Realtime Dossier Update
  • LOS Integration, Debt Collection
  • CallCenter Integration (Outbound, Inbound, Autodial, Auto call, SMS)

Affiliate Modelintegration

Survey Campaigns

(Planning, Creating and Adjusting)

Data Collection

Data Conversion

Commission
Payment

Transfer
Transaction

Workflow is integrated into LOS (Loan Origination System)

Call Center Integration

Gateway - Call Center

  • Call Recording
  • CRM Integration
  • Click To Call
  • Report

VoIP

  • API Integration
  • Click To Call
  • VoIP (PBX)
  • SIP trunking
Registration
FINTECH APP PARTNERS
Mirae asset
PTF
MCredit
SHB Finane
SHB Finane
SHB Finane

Products in our ecosystem

Implemented by Admin

Debt Collection and Reminder

debtbankcrm.com

Database

Telemarking CRM for Financial Market

3bcrm.com

Report

LOAN ORIGINATION SYSTEM

LOS.VN

CallCenter

Job Matching, Job Portal and Recruitment CRM

Hire.vn

Q&A

Frequently asked question when CRM is set up

Yes, we support installation on your company's server. However, to ensure performance and security, we recommend using well-known cloud platforms such as Google Cloud, AWS, Linode.

Our deployment team consists of knowledgeable staff about loan packages and operations with banks. We support training and provide Admin personnel for your company if needed.

Your product is warranted for 3 months for free. After 3 months, if you need it, you will sign a maintenance contract with us, with an average cost of 5-10t/month.

We will make a commitment to securing the information with your company, data can only be used if it is agreed in writing by the company.

Yes, we support feature upgrades as requested, this upgrade will require additional fees.

Register for consultation

Upgrade on request

We support customizing the software to your requirements

Training

"We provide you with a training information portal including documentation and instructional videos."

Customer Support & Demo

0973.780.117

support@pascalgroup.vn