Debt & Insolvency CRM: Everything
you need in one platform
Our industry specific debt & insolvency software is a leading solution for businesses across the industry.
We’re trusted by many companies
Debt & Insolvency Software Solutions
In today’s highly competitive and rapidly evolving landscape, businesses are under intense pressure to improve efficiency, streamline operations, and provide exceptional customer experiences.
For firms operating within the Debt and Insolvency sector, this is especially true.
The complexities and intricacies of debt management and insolvency proceedings require meticulous attention to detail, efficiency, and most importantly, compliance with regulatory standards.
That’s where FastDox comes into play.
Transform your business with FastDox – contact us today to get started.
SERVICES
Why choose our CRM for Claims Solutions?
In Debt and Insolvency, digital transformation is essential for staying competitive, compliant, and profitable.
FastDox is the all-in-one multilingual platform that automates your entire client lifecycle helping you close sales faster whilst ensuring compliance is a priority.
Self-Service Journeys
Our automation allows financial service providers to offer self-service onboarding, enabling clients to complete, application forms, document collection, KYC, AML, ID Verification, Open Banking & Credit Checking all within one simple customer portal at a time convenient to them, freeing up human resources for more complex issues and enhancing the customer experience.
Quick Decision-making
Our enhanced data analytics and AI-driven tools provide actionable insights real-time, aiding in more informed and timely decision-making.
Automated Compliance Checks
Keeping up-to-date with ever-changing financial regulations is a monumental task. Our automation tools can help by ensuring compliance is maintained in real-time and never missed. Whether that be KYC/KYB, AML or ID Verification. All can be enabled and automated within the FastDox platform.
Automated Workflows
We understand that financial firms onboarding often involves complex, multi-step tasks like loan approval, risk assessment, and compliance checks. Our automation and digital transformation can simplify this complexity into streamlined automated workflows.
24/7 Availability
The customer portal and AI driven reminders ensures that financial services can be availed round-the-clock, thus elevating the convenience for customers across varying time zones.
AI Based Automation
The FastDox platform utilises AI across a multitude of it’s solutions, one key area being a clients reminder cycles, through AI and machine learning FastDox will identify when is the optimal time for message delivery to ensure the very highest open rates and conversions. Another key area is our powerful optical character recognition (OCR) which combines the latest deep learning breakthroughs in computer vision and natural language processing to enable real-time data extraction thanks to a continuously optimised inference pipeline.
Integrated Open Banking
By enabling open banking for clients, you can gain access to a wealthy of information, presenting within seconds, affordability report, income and expenditure categorisation and flagging potential vulnerabilities.
Document & Data Collection
Not only can the FastDox platform collect any form of documentation or data from your clients whilst simultaneously completing in-depth due diligence, and document signing. It can also distribute this data to clients via our customer portals, and communication platform or push this data to third parties via our extensive APIs and Webhooks.
Automated Financial Reviews
If regular contact with a client is required, then FastDox’s automated financial reviews can be configured with ease, scheduling regular check points with your client base, determining financial circumstances and dynamically building tailored journeys based on the information provided.
Reduced Operational Costs
The FastDox platforms, digital tools help in reducing the cost of many operations by eliminating manual processes, which in turn decreases the likelihood of human error.
Reimagining: the debt insolvency process
FastDox ensures that mortgage and loan agents enjoy a fully integrated experience where they can manage anything from loan origination to automated marketing in one place.
Our online sources allow you to easily check balances and bank
accounts, dial leads, and manage the document exchange process.
WHY CHOOSE FASTDOX?
Key Features & Benefits for Debt Companies
Debt & Insolvency are complex industries.
Our claim CRM provides an all-in-one soluton with several benefits for your firm.
Streamline Claims Process
Leverage FastDox’s advanced capabilities including automated DVLA checks, ID verification, credit record searches, and OCR for instant document reading and data extraction.
Integrate these tools with our custom workflows and document collection features, including e-signing for LOAs and DSARs, to achieve a fully digitised claims process.
Utilise AI
AI in FastDox enhances decision-making and operational efficiency by predicting claim outcomes, suggesting optimal claim resolutions, and automating repetitive tasks.
AI-driven analytics also provide deep insights into claim trends and client behaviours, enabling proactive management and tailored client communications.
Do Away With Repetitive Tasks
Our claims solution automates repetitive tasks such as data entry and document processing.
This allows claims handlers to focus on more strategic activities, enhancing productivity and reducing the chance of human error.
Manage Your Pipeline
Easily manage your claims pipeline with our intuitive dashboard that provides a clear overview of each claim’s status.
This centralises the management process, making it simpler to track progress and prioritise actions throughout the claim’s lifecycle.
Get Referral Business
Enhance your referral business by providing a seamless and satisfactory claims experience that clients are happy to recommend.
Our system facilitates easy sharing of your services and enables satisfied clients to refer others directly through the platform.
Modern Customer Convenience
Our cloud-based claims system is designed for modern customer convenience, offering clients a straightforward, accessible way to submit and track their claims online anytime, anywhere, from any device.
Scale Your Business
Scale your operations effortlessly with our cloud-based solution.
As your business grows, our system grows with you, easily handling increased volumes of claims without the need for additional resources.
Drive Marketing Efforts
FastDox is designed for seamless integration with existing systems and platforms used in claims management.
Our API-first approach ensures that FastDox can easily connect with other specialised software, providing a unified platform that centralises operations and data management.
Integrate With Other Platforms
By directing the customer to the most qualified agent the first time, the chances of resolving the issue in a single interaction are substantially higher.
Data Security
FastDox prioritises data security with robust encryption, secure data storage, and compliance with industry standards and regulations.
Our cloud-based platform employs advanced security protocols to protect sensitive client information and ensure that data is accessible only to authorised personnel.
Sectors We Serve
FastDox.
An all-in-one platform.
Our all-in-one platform combines the power of 20 products into one customisable and brandable system.
We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions.
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
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