Appointment Management
Allow clients to book, cancel, or reschedule appointments independently via WhatsApp, SMS, web, or API.
Collections Automation
Schedule reminders and manage pending payments with automated notifications via WhatsApp, SMS, or email.
Document Sending and Management
Request and receive signed documents from clients with cloud integration, reducing physical paperwork.
Identity Validation and Verification
Integrate identity validation processes with OCR, biometrics, and third-party APIs.
What We Do
We digitize and optimize client relationships and financial operations.
At Dupin CRM, we help banks, fintechs, and insurers manage clients, automate processes, and deliver a faster and more secure financial experience. Our platform reduces operational time and increases conversion in financial services.
More DetailsOur Process
Discover how we optimize financial management with our platform.
1. Custom Configuration
We tailor the platform to each financial entity’s regulations and needs, allowing the management of clients, accounts, and collections.
2. Workflow Automation
We streamline service, document validation, and payments through automated workflows.
3. Real-Time Optimization
Dupin AI analyzes customer behavior and optimizes communication to improve conversions and payment recovery.
Fast and Efficient Solutions for Finance
Customer and Operations Management
Collections and Payment Automation
Digital Document Management
Integration with Banks and Payment Systems
Optimize Financial Management with Advanced Technology
Thanks to our solutions, financial institutions can improve customer service, reduce operating costs, and increase efficiency in key processes.
- Digital and self-managed appointments.
- Queue management with specialized hardware.
- Automation of inquiries and notifications.
- Integration with electronic systems.