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Fintech / BPO CRM

CRM for fintech and BPO: campaigns, borrowers, calls and a mobile web portal.

Key features

Fintech / BPO CRM

Core capabilities that VDX AI deploys and configures to fit your business.

Campaign management
Borrower profiles
Call allocation & tracking
Collections & promises to pay
Customer mobile web portal
Team performance reporting
Components
01Campaigns
02CRM
03Mobile web
AI integration

AI agents working right inside the app.

01

Score and prioritise leads

02

Summarise calls and update the CRM automatically

03

Suggest products and next steps to reps

Deployment

Not just installed — actually running.

01

Advice & selection

Assess needs, choose the right applications and design the overall architecture.

02

Localisation & compliance

Vietnamese UI, templates, local accounting, e-invoicing and regulations.

03

AI agent integration

Connect applications to VDX AI OS so agents can look up, update and automate work.

04

Operations & support

On-premise or in-country cloud, backups, monitoring and SLA-backed support.