COREFIN Contact Info and Social Media Links

Fully Integrated. Super User-Friendly. Extremely Powerful. Simply Microsoft.

COREFIN Lending & Banking

COREFIN Lending & Banking is a vertical digital solution based Microsoft Dynamics 365 that gives a 360-degree view of the customer. COREFIN offers the right flexibility and scalability that enables financial institutions to offer their customers flexible conditions, superior service and user experience and thus to increase ROI and customer loyalty.

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COREFIN Banking Module

Fully Integrated Solution

Our out-of-the-box industry management solution based on Microsoft Dynamics 365 offers highly customized CRM functionality plus off-the-shelf add-ons for lending services.

COREFIN Banking Module

Flexible & Scalable

Developed in a way so you can take maximum control of setting up new products & services, define business processes and procedures - all in real-time!

COREFIN Banking Module

All in one place

All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked and accessible in a single source of truth.

COREFIN Banking Benefits & Features

Benefits & Features

  • Be unique and give your client the needed flexibility that competitors cannot offer

  • Flexible products definition

  • Definition of product specific features and automated workflows

  • All lending products covered: loan, leasing, factoring, mortgage and overdrafts

  • One digital solution that can fully meet your needs

  • Appropriate both for retail and corporate sector

  • Manage the end-to-end contract life cycle in a single platform

  • Application Management

  • Risk Management

  • Contract servicing & payments management

  • Asset management

  • Flexible contract amendments: be unique and give your client the needed flexibility that competitors cannot offer

  • Flawless integration possibilities with external platforms

  • Give your clients quick access and control over their transactions over a client web portal

  • Client Portal available on all mobile devices for delivering exceptional customer service and enhancing loyalty

  • 24/7 access to information and services

  • Unique user experience

  • Automated notifications and alerts

Flexible business analytics in real time
  • Out-of-the box reporting & dashboards

  • Ability to build on-demand reports with a few click

  • Powerful tool to visualize and analyze data in a centralized manner

  • Regulatory reports

  • Ad hoc or customized analysis

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