📞 IP Telephony & UCC🎧 Contact Center🤝 Sales CRM📊 Business ERP🤖 AI Insight
Sector use case · GLOBAL CS

🏦 Microfinance / Banking / Insurance
configured for your reality.

MFIs, SFDs, insurance brokers — demanding Central Bank regulations, structured collections, absolute document compliance.

+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell
−95%
Manual reconciliation
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🏦 Microfinance / Banking / Insurance configured for your reality.

UCC — IP Telephony

Multi-branch switchboard, recorded collections

100% of calls Central Bank-compliant. Real-time quality supervision of loan officers. Targeted coaching without blanket review.

UCC — IP Telephony
What it changes in practice
Multi-site IPBX
Single switchboard for all your branches, warehouses, and sites. One number for your customers — the IVR routes calls automatically.
Softphones & webphones
Your team makes calls from their PC, smartphone, or browser using the company number. Call history logged automatically in the CRM.
Smart IVR
Multilingual Interactive Voice Response (French, English, local languages) with voice recognition. No-code configuration from the web interface.
Call recording
100% of calls recorded, timestamped, and archived in the EDM. Live supervisor monitoring with whisper coaching. Export and regulatory compliance.
+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell

Omnichannel contact center

Credit pre-qualification, multi-channel follow-ups

Chatbot collects amount, purpose, income, and term. Pre-filled file sent to the loan officer. SMS/WA/call follow-up sequences.

Omnichannel contact center
What it changes in practice
Unified agent console
All channels (voice, WA, Teams, email, SMS) in a single interface. The agent sees the customer's full history — regardless of the incoming channel.
AI chatbot 24/7
Intelligent chatbot on WhatsApp and voice. Handles 35–55% of routine requests: balance, order status, appointment confirmation, FAQ. Transfers to agent with full context.
Smart routing
Automatic assignment based on: agent skill, language, customer segment, priority, history. Urgent cases bypass the standard queue.
Supervision & SLA
Real-time supervisor dashboard: queue, sentiment, available agents. Configurable SLAs by request type. Automatic alerts.
+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell

CRM — Prospecting & Customer Relations

360° portfolio, risk scoring, cross-sell

Behavioral risk score + opportunity score. Cross-sell triggered automatically for regular members.

CRM — Prospecting & Customer Relations
What it changes in practice
Multi-stage pipeline
Kanban or list view of all your opportunities by stage. Drag & drop, filters by rep, segment, or value. Consolidated manager view.
CTI — Screen pop on ring
When a customer calls, their record appears before you pick up: history, open opportunities, notes, outstanding amounts. Zero re-keying.
AI lead scoring
Score 0–100 calculated in real time based on activity: email opened, WA replied, call answered, site visit. Your rep always knows who is hottest.
360° history
Calls, WA, emails, visit notes, ERP orders, after-sales complaints — all in a single record. A sales rep leaving = 0 information lost.
+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell

ERP — Unified Business Management

Multi-branch balances, auto-reconciled Mobile Money

Mobile Money repayments applied automatically to amortization schedules. 0 manual entry, 100% traceability.

ERP — Unified Business Management
What it changes in practice
Quotes & orders
Catalog with customer-negotiated prices. One-click PO conversion. Electronic signature. Real-time tracking statuses.
Delivery notes
Generated from the approved PO. Offline mobile confirmation in the field. Stock updated automatically upon delivery.
Automatic invoicing
Auto-generated from the approved delivery note. Legal formats. One-click email and WA delivery. Automatic overdue follow-ups.
Multi-warehouse stock
Real-time management across all your sites. Automatic replenishment thresholds. FIFO or WAC valuation. Offline mobile stocktake.
+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell

AI — Insight & Customer Relations

Central Bank compliance, behavioral delinquency scoring

Every repayment promise archived. Hesitation detected in conversations → supervisor alert.

AI — Insight & Customer Relations
What it changes in practice
Transcription & summary
Every call transcribed in real time. Structured summary: needs, objections, commitments, next steps. Pushed into the CRM with no re-keying.
Sentiment analysis
Customer sentiment analyzed in real time across all channels: positive, neutral, negative, urgent. Discreet indicator for the agent, supervisor dashboard.
Hot lead scoring
AI detects buying signals in conversations: budget mentioned, urgency, competitive comparison. Score 0–100, automatic alert when threshold exceeded.
Deflection chatbot
35–55% of contacts handled autonomously: balance, status, FAQ, appointments. Transfer to agent with full context. Continuous improvement through learning.
+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell
7 Extended capabilities

Additional modules
tailored to your sector.

EDM & Archiving

Central Bank-compliant credit files, contracts, recordings.

Mobility

Field creditworthiness surveys, offline member file entry.

WhatsApp API

Due date reminders, graduated follow-ups with proof of delivery.

Teams Direct Routing

Correspondent banking and reinsurer meetings inside Teams.

Knowledge Base

Collections procedures, Central Bank-compliant scripts.

Campaigns & Surveys

Savings awareness campaigns, member surveys.

Mobile Money Payments

Multi-operator collection, automatic reconciliation in the ERP.

Your sector deserves
a platform that understands it.

30 minutes for a tailored presentation for Microfinance / Banking / Insurance — UCC, CRM, ERP, and AI calibrated to your real use cases.