Give every enquiry a clear next step

Bring customer conversations, applications and service cases into a workspace your team can act on. Built for the work around lending, insurance and financial advice.

Microfinance & lending · Insurance · Investment & wealth

African professionals reviewing documents together in an office

Work the whole customer journey

Qcom brings the conversation, the application and the service work into focus. Each needs different information. Your team should be able to move between them.

Start with the person, wherever they get in touch

Bring enquiries from connected channels into the inbox. Keep the conversation with the contact, capture their interest and give an adviser responsibility for the next step.

Customer conversationExample
WhatsApp enquiry
What information do I need to apply?
I can help you with the requirements and the application Form.
Assigned to an adviserFollow-up needed

Give an application a place beyond the chat

Collect the required information with Forms and organise the case for staff review. Your institution makes the decision; Qcom helps the team follow the work.

Forms & casesExample
Application enquiryNeeds review
Case
Open
Review
Needs review
Next step
Staff review
Submitted Form
Explore the Qcom platform

One customer relationship, several people doing the work

Give advisers, reviewers and service teams the context for their part of the job.

African colleagues discussing work together in an office
Customer serviceExample
Change of contact details
OpenCustomer service

Conversation received

Assigned to the service team

Next: review and update the customer

Take the repetition out of customer follow-up

Use published knowledge for routine questions and configured workflows for repeatable steps. Keep advice, review and approval with your people.

Qyra knowledge sources including websites, documents, FAQs and business information

Qyra, grounded in your service information

Add the requirements, FAQs and product information your team is authorised to share. Route individual advice and exceptions to qualified staff.

Customer asks a question
Share published guidance
Hand over to the team

A repeatable route to the right person

Configure bots and automations around your service process. Collect the first details, guide the customer and make the human handover clear.

Keep the relationship going with something useful to say

Group customers by relevant interests, prepare a campaign and review the response. Keep account, policy and transaction records in the systems responsible for them.

Relevant service updatesExample
Choose the audience
Review the message
Check permission to contact
Review campaign responses
EmailSMSWhatsApp

Fit Qcom around the way your institution operates

Keep decisions with authorised staff

Use roles and your review process to define who handles each step. Qcom does not underwrite, approve finance or provide regulated advice.

Bring the service teams together

Coordinate the work of advisers, reviewers and customer service without asking each team to manage a separate conversation.

Connect the systems that own the facts

Discuss integration requirements for your core financial and accounting systems. Confirm the data and actions each connection needs before setup.

Questions about Qcom for financial services

Walk through your customer-service journey with us