B2K Inkasso

A financial CRM for systematization, storage, and processing the data on debt cases

About

Brand: B2Kapital

Location: Riga, Latvia

Industry: Finance, Fintech

Clutch Review: 

5.0
5/5

Product link: internal system with direct access 

Type of software: CRM

Scope of work: Back-end, Front-end, UI/UX Design, Project Management, Quality Assurance

Inkasso is an AI-powered financial platform for employees of financial companies that helps manage information about debtors of banks and other financial institutions, monitor payments, send messages and create reports.

The project was started in 2016. Our clients were the representatives of the debt collection agency.
So their main goal was to make the delinquent loan management process more effective and easy to perform.

That’s why we created a custom fintech platform, the features of which meet the clients’ needs perfectly.

inkasso demonstration of the interaction

Key features​

  • Import of cases into the system of Excel files or XML documents for further processing by operators;
  • CRM module for operators' work with debtors' cases, payments, and their schedule;
  • Possibility for operators to work synchronously in the system;
  • Calendar for operators to make notes and receive notifications related to debtor’s cases;
  • Operator’s work tracking system;
  • Ability for operators to send messages with statuses and instructions to debtors;
  • AI recommendation system and computer vision that allows the operator to select more solvent debtors and offer the processing manager options for debt repayment
  • Bank statement processing system - automatic and operator-assisted;
  • Ability to generate reports (on all of the payments / payments for a particular creditor over a certain period of time / inactive cases and operator’s workload), and send them to the external national authorities;
Dashboard view of the Financial CRM system showing debt case overview and progress tracking
CRM interface displaying client data, including debt details, contact information, and payment history

Technologies

Technology php

PHP

Technology symfony

Symphony 2

Technology ember

Ember

Technology rest api

Rest API

technology axios

recombee

Technology bootstrap

Bootstrap

Technology MySQL

MySQL

What our client
wanted

Kalvis Saliņš // CTO at SIA B2Kapital

Kalvis Saliņš

Owner and Managing Director, B2Kapital SIA

We needed to develop an internal CRM-like system for our employees (call center agents and operators) to use to manage accounts. All daily work should be done in that system.

Financial CRM reporting feature showing analytics on debt recovery success rates and trends

Project team​

Vasyl

Back-end developer

dmytro Team Lead
Dmytro

Back-end developer

roman Lead Developer, System Architect
Roman

Lead developer

myroslava UI / UX Designer​
Myroslava

UX / UI Designer

Financial CRM interface showing client debt profiles and case-specific details for streamlined management
Financial CRM dashboard displaying real-time updates on debt case statuses and client information

Results

We created a convenient system for everyday use by debt collection operators that helps facilitate internal processes and organize huge amounts of data. Nowadays the project is in the maintenance phase.

Client’s review

Kalvis Saliņš // CTO at SIA B2Kapital

Kalvis Saliņš

Owner and Managing Director, B2Kapital SIA

If you need a custom solution and responsive partner, look no further. The Snotor team are professionals and are highly proactive and communicative throughout the project. We are impressed by their non-technical approach to projects. They always try to understand our business needs and then develop solutions around that.

5.0
5/5

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