As part of Forward integrated system, the specific Front Office solution is called Forward Web: a software for sales force automation extremely versatile.
Specifically designed for financial companies, Forward Web organize and rationalize the various processes of contract acquisition and sales processes, through a dynamic workflow management engine.
The solution is entirely configurable: new sales channels, products and procedures can be created and always
updated in real time.
Designed according to a multidimensional scheme, it ensures
a multicompany, multichannel, multiproduct, multilanguage and multiintegration management.
The principal forms of Forward Web are:
- data collection of potential customers, possibility to connect with the already existing customer archive.
- driven or personalized configuration of the operation financial structure: Amortization plan with fixed instalments, or variable/seasonal instalments
- definition (where necessary) of the asset to finance with the integration of the supplier catalogue
- possibility of choosing and configurating the accessory services (insurance, maintenance, …)
- management of price list and personalized commissions at sale channel/ point of sale level
- printing of personalized budget plans for the customers, co-branding with the sale channel, including the possibility to equip them with other information reports for the subsequent phases of improvement of the credit operation
- Credit decision support
- documentary management with acquisition of preliminary investigation documents in electronic format, to be attached to the credit request file. (electronic dossier)
- integration of the necessary data for supporting the credit request analysis (customer, guarantors, suppliers,…)
- Credit worthiness evaluation (integration)
- possible integration with the corporate Credit worthiness evaluation platform, (thanks to the integration gateway)
- alternatively, integration with the Forward Risk solution (if installed) for the successive credit worthiness evaluation by the credit analysts according to traditional evaluation or based on score-card
- Contract booking
- automatic reception of the credit decision for the point of sales and starting of the perfection and underwriting phases; arrangement for the subsequent phases of contract.
- complete print out of the contract and its attachments for the customer, guarantors and suppliers
- automatic upload of all the contract data on the corporate Back office/Contract management system for the successive activation and accounting. This function is allowed by the Integration gateway optional module
- Integration Gateway
- it’s an optional technological module to facilitate data interchange between Forward Web and other information systems: legacy (internal and/or external), of third parties or services. It constitutes a remarkable added value in order to level the system integration conditions by standardizing inter-efficiency through a single documented technical frame work
- Business Manager
- includes all the necessary reporting features for allowing a maximum governance on the sale network.
- real time control of sales network performances, as well as execution, in a simple and intuitive manner, of aimed research concerning commercial report on all files coming from sales network. Research on volumes and applied conditions, sales network workflow and redemption indexes
- Business Manager provides to managers the limited information regarding their own responsibility, and allows to Directors a complete view on the sales production.
- some examples of the reports available: volumes and applied conditions, transformation index (quotation/credit decision/contracts) dealer leader board, point of sales summary-report, field manager summary-report ….