Belvo Integrations

All of our products are already connected with each other and can be used as a whole solution for providing financial services. Or you can use only some applications - most of the products are available also separately and can be integrated with other systems via API (JSON). The tool consists of CRM and configuration layer. The configuration part is meant for creating and managing customer servicing and lending processes, products, and workflows. The CRM part allows to serve customers, open accounts and create applications, send communication and make payments. The Banking solution works together with other applications (see below).

Drive more revenue with a sophisticated, end-to-end onboarding experience. Build brilliant customer experiences and keep risk in check with best-in-breed tools. Your entire funnel is under one roof, from lead qualification and KYB to e-signatures, segmentation, and meeting scheduling. Leverage building blocks like custom rules and no-code workflows to automate all of your identity and onboarding processes. Website reviews, sanction screening, and social media checks, on an on-going basis. Clear the path for low-risk users with the smoothest experience. Dynamically adjust application experience in real-time based on risk scores from first and third-party sources. Pinpoint friction points where leads abandon, down to the second or field, with comprehensive analytics and screen recordings. Maximize conversion and boost productivity by 10x. Say goodbye to tedious manual tasks and hello to effortless automation.