The company
Coopfidi is a Collective Loan Guarantee Consortia that facilitates access to credit for small and medium-sized enterprises and professionals, offering advice and guarantees on financial products.
The demand
Coopfidi was looking for a solution that could digitise the process of receiving, validating and approving loan applications.
- Tracking the intake and management of files
- Eliminate paper documents and their manual processing by users
- Overcome inefficiencies due to paperwork exchange between agencies and central organisations.
The solution
- Digitalisation and automation of the guarantee application process.
- Digital generation of files using predefined form for data entry.
- Automatic monitoring of time and deadlines.
- Automatic notification recall when deadlines are not met.
