routed from sales to credit to contracts or wherever your process requires information to flow. All team members involved in supporting a customer or completing a transaction know what needs to be done by whom, to keep everyone working as effectively a possible.
CapitalStream lets you process all types of finance transactions - lines, loans, leases, mortgages, cards and more - with just one system. Create, review, renew and amend finance transactions across business lines and functions - from sales to credit to contracts - with one integrated platform.
Each line of business can be handled differently from dedicated relationship teams requiring flexible collaboration to large centralized operations requiring step by step automation. Each team or business unit can define their own process so your entire institution can use the same system, but process business differently according to their needs. Flexible business rules automatically route transactions to the right person on the right team at the right time, according to channel, product, size of deal/relationship, credit rating/score or any other parameters you select.
Your front office works more effectively as a team across functional responsibilities. Sales and relationship managers, branch managers, customer service personnel, credit analysts, risk managers, contracts and operations along with executive management can collaborate more effectively as they share information instantly over the Web. Customers and partners also become part of the team as they monitor and participate in the process - building stronger relationships through close collaboration.
Learn how CapitalStream can be configured to meet your business and technical requirements >>
