Loan & Asset Management
Client Acquisition
Step 1 - Acquiring your client
- Q-Lana supports omni-channel banking by integrating with internet banking, embedded finance, agent banking, and in-branch services, providing a unified customer experience across all channels.
- We work with trusted partners specializing in front-end solutions for retail and SME banking, trade finance, and invoice discounting. This allows us to deliver tailored solutions that meet the evolving needs of financial institutions.
- By combining our platform with our partners’ expertise, Q-Lana offers client-centric solutions that enhance customer engagement, streamline operations, and drive growth.
Support contact management with Q-Lana’s Customer Module
Our customer module supports contact management and can integrate with or replace existing CRM systems. Combined with our data analysis tools, it forms the core for developing customer-centric solutions.
Q-Lana’s platform integrates KYC/AML assessments directly into the client acquisition and maintenance process, providing detailed evaluation, verification, grading, and multi-level approvals.
The platform can connect with global tracking services to ensure compliance and streamline onboarding.
The data collected during acquisition is essential for accurate risk assessment, enabling institutions to make informed decisions and manage client relationships effectively.
