Customer Relations

Client onboarding & servicing

MFI Expert provides a flexible environment for customer and group onboarding. Support self-help groups and group lending with online and offline registration, and keep every interaction and document tied back to a single customer record.

• Online and offline registration support for field staff.
• Checklists for document uploads and compliance.
• Group and individual customer management in one view.
• Better client servicing and communication history.

Customer Relations integrates with core banking, loans and mobile money so onboarding flows naturally into account opening and product usage.