Platform for brokers
FinCloud Market focuses on personal and business finance, providing services such as mortgages, insurance, investments, savings, and leasing. They collaborate with top financial institutions to deliver customized financial solutions. Their methodology highlights personalized financial guidance, ethical conduct, and ongoing education to ensure clients achieve long-term financial health. By offering clear terms and expert assistance, they address individual needs while aiming to save clients time and money and enhance their financial security. We supported FinCloud with web page development and contributed two of three essential systems to improve client services:
1. **FinCloud Academy**: A Learning Management System (LMS) designed for employees and partners, providing training and resources.
2. **FinCloud Market Lead System**: This system captures potential customer leads from website forms and ensures prompt follow-up by call center operators to schedule meetings with sales representatives.
Currently, IMG is working on a Contract Management System to oversee insurance, investment, loan, mortgage, and other contracts. This system will feature elements such as a commission tracking system, detailed insurance contract and client records, monitoring commissions from partners, integration with other information systems, and defining insurance and financial products.