OUR SOLUTION
A feature-rich, fully supported wealth management system.
OUR SOLUTION
A feature-rich, fully supported wealth management system.
KEY FEATURES
Wealthtec is a fully supported, feature-rich system with add-on features and services designed to help you offer consumers a holistic financial health solution. The system offers efficiency and bespoke functionality for the day-to-day challenges within the debt management environment.
#1
Seamless work stream management
#2
Multi-user system
#3
Built-in quality checks
#4
Real-time third party validation & verification
#5
High quality data for business intelligence
#6
Dashboards - built-in monitoring function
#7
Tracking and reporting
#8
AI engine
#9
E-mail and calendar integration
#10
Note-taking functionality
KEY FEATURES
Wealthtec is a fully supported, feature-rich system with add-on features and services designed to help you offer consumers a holistic financial health solution. The system offers efficiency and bespoke functionality for the day-to-day challenges within the debt management environment.
#1
Seamless work stream management
#2
Multi-user system
#3
Built-in quality checks
#4
Real-time third party validation & verification
#5
High quality data for business intelligence
#6
Dashboards - built-in monitoring function
#7
Tracking and reporting
#8
AI engine
#9
E-mail and calendar integration
#10
Note-taking functionality
ADVANTAGES
- Manage clients holistically
- 360-degree view of the client (debt, wealth & wellness)
- Greater lead conversion
- Alternative collection method
- Increased efficiency
- Increased collection rate
- Value-added services from industry partners
- Instant accurate reporting and statistics
- Full training and support for your in-house team
- Cloud-based: accessible from anywhere via a secure log-in
ADVANTAGES
- Manage clients holistically
- 360-degree view of the client (debt, wealth & wellness)
- Greater lead conversion
- Alternative collection method
- Increased efficiency
- Increased collection rate
- Value-added services from industry partners
- Instant accurate reporting and statistics
- Full training and support for your in-house team
- Cloud-based: accessible from anywhere via a secure log-in
THE SYSTEM
Who is this for?
This system is designed to compliment and enhance the offering of all role-players in the debt industry including:
Debit Collectors, Debt Mediators and Debt Counsellors.
THE SYSTEM
Who is this for?
This system is designed to compliment and enhance the offering of all role-players in the debt industry including: Debit Collectors, Debt Mediators and Debt Counsellors.
Pricing
Pricing is based on an active file model. Contact us for a full cost proposal
