finnAccount servicing
Handle permitted account requests and track work that needs a specialist.
Industries Banking
Finn for banking
Keep banking moving.
Finn connects customer service with the operations behind it. Move account requests, application paperwork, and payment exceptions toward a clear resolution.
An account application
Keep the application moving. Keep people in control.
Finn handles the follow-up work around an application while authorized reviewers make the required decisions.
Check the application.
Read its current status and the documents required for the next review.
Request what is missing.
Explain the outstanding requirements and guide the customer to the approved submission channel.
Prepare the review.
Organize received information and flag inconsistencies for an authorized reviewer.
Follow the decision.
Read the recorded decision, carry out permitted next steps, and tell the customer what happens next.
More of the day, handled
The work around the work.
Lending intake
Collect application information and prepare a complete package for the lending team.
Payment exceptions
Gather transaction records and coordinate investigation of unmatched or disputed payments.
Operations follow-up
Review open cases, missing documents, and queues awaiting a decision.
Connected to your business
Your systems. Your people. One clear process.
The systems behind it
Customer records, application systems, document repositories, case management, and payment records.
The people in control
Authorized teams own identity decisions, credit decisions, account restrictions, and movement of funds.
Know what is working.
Measure the business outcome, from your own records.
- Applications ready for review
- Time waiting on missing documents
- Age of unresolved exceptions
Meet Finn
Make the next step a better one.
Bring one workflow. Make room for what comes next.