Customer Management
EgoFam's Client and Customer Management feature is a comprehensive solution tailored for microfinance institutions, microlending companies, small lending houses, investment platforms, banks, and other financial institutions. This feature offers a range of functionalities aimed at efficiently managing clients and customers, including borrowers and investors. Here's a concise detail of what this feature entails:
Profile Management EgoFam enables institutions to create and maintain detailed profiles for each client and customer. This includes capturing essential information such as personal details, contact information, financial history, and transaction records.
KYC Verification The platform facilitates seamless Know Your Customer (KYC) verification processes, ensuring compliance with regulatory requirements. Institutions can perform identity verification, address verification, and other KYC checks to mitigate the risk of fraud and ensure the legitimacy of clients and customers.