Kaboodle Finance's Journey to Improved Customer Relationships through Open-source Technology and increased efficiency by 60%

Exigo Tech designed an open source application for Kaboodle Finance which enabled them to take customer communication online and keep a track of all the feedback and queries received.

Group 15899: Revolutionising Customer Service: A.H. Beard Improves Efficiency by 65% with D365 Solutions from Exigo Tech

INDUSTRY

Finance

LOCATION

Australia

SERVICES

Custom Development & Integration

Kaboodle Finance Enhanced their Document Management Process with an Open Source Platform Developed by Exigo Tech

Based out of Sydney, Kaboodle Finance is engaged in structuring the lending process for its customers and providing them with the best financing options, whether it’s an investment loan, insurance or owning a home. With easy to understand, smart practical advice based on the best interests of their clients, Kaboodle helps people realise their financial goals.
Kaboodle wanted to increase its customer reach and make it easy for them to reach out to their company with their loan process. They also wanted to streamline operations and make the internal team work more efficiently and provide the best customer service possible.

The Solution

Kaboodle and Exigo Tech collaborated to transform the business scenario and meet the business needs. With a thorough understanding of the business process, Exigo Tech suggested to go in for a web-based open source portal created on Zend.
With this custom-made customer portal, Kaboodle took all its customer communication online. The online customer portal became a repository for all the documents that the customers uploaded. Customers could also track their application status from time-to-time.

Business for the in-house team was sheer pleasure due to the ability to keep track of individual customer status. Document management was now an easy process as well reducing time spent on manual redundancies and increasing efficiency in the process. The team was able to deliver more and enhance the customer experience.

Customer Portal

Application Tracking

Document Management

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