Kaboodle Finance Enhanced their Document Management Process with an Open Source Platform Developed by Exigo Tech
Kaboodle wanted to increase its customer reach and make it easy for them to reach out to their company with their loan process. They also wanted to streamline operations and make the internal team work more efficiently and provide the best customer service possible.
The Business Need
- 1. Track customer loan application
- 2. Increase internal team efficiency
- 3. Improve customer satisfaction
With this custom-made customer portal, Kaboodle took all its customer communication online. The online customer portal became a repository for all the documents that the customers uploaded. Customers could also track their application status from time-to-time.
Business for the in-house team was sheer pleasure due to the ability to keep track of individual customer status. Document management was now an easy process as well reducing time spent on manual redundancies and increasing efficiency in the process. The team was able to deliver more and enhance the customer experience.
Customer goals realised
Document management streamlined
Team efficiency increased
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