Engineering · Financial Services
Finqy.ai
A single platform connecting insurance buyers, personal loan applicants, home loan seekers, and car loan customers to agents, from first enquiry to final disbursement.
The challenge
Finqy.ai operated across four distinct financial product categories: insurance, personal loans, home loans, and car loans. Each category ran on separate tools with no shared agent layer, no common enquiry queue, and no unified disbursement tracking. Agents worked in silos, leads fell through category gaps, and the business had no system-of-record for conversion performance across product lines.
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How we approached it
Appetals designed and built a unified agent and product platform that consolidated all four product categories under one operational system. The platform connected the enquiry intake layer to agent assignment, product-specific workflow steps, and disbursement confirmation for each loan and insurance category. Agents gained a single workspace spanning all four product lines. Managers gained a single view of conversion at every stage. The architecture was built to support both direct customer enquiries and agent-sourced leads under the same workflow logic.
Technical scope: Web and mobile platform, multi-product agent management, workflow orchestration across insurance and lending categories, disbursement-stage tracking, unified CRM record per customer.
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Outcomes
Outcome metrics: not surfaced in archive. Confirm with Ishwar.
Qualitative outcomes noted in profile context:
- Single operational platform replaced category-specific tools across all four product lines.
- Agent visibility into cross-product lead status achieved for the first time.
- Disbursement-stage tracking enabled management reporting without manual reconciliation.
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