Delays in Credit Approval Processes
Manual workflows and inconsistent agent performance led to prolonged turnaround times, slowing down credit approvals and negatively impacting customer experience.
High Incidence of False Rejections
Lack of standardized compliance checks and pitch adherence led to errors in evaluation, resulting in inaccurate or unjustified credit rejections.
Inconsistent Compliance & Sales Execution
Agents often missed critical steps in the compliance checklist and credit pitch flow, leading to quality gaps, regulatory risks, and missed revenue opportunities.