Banking and fintech service and control
iERP for banking and fintech puts the commercial relationship, client support and automatic rules in one system: the CRM holds the client book, Support handles each enquiry in the client's language and Automation escalates, alerts and logs every action taken by the AI. Everyone runs it from their Claude or ChatGPT.
-
01 · CRM
Client onboarded
InProspective client
OutClient with their history
-
02 · CRM
Product taken
InClient with their history
OutClient book updated
-
03 · Support
Client enquiry
InClient book updated
OutPrioritised ticket
-
04 · Support
Reply in their language
InPrioritised ticket
OutFirst reply on time
-
05 · Automation
Escalation rule
InFirst reply on time
OutSensitive case to the owner
-
06 · Support
Case solved
InSensitive case to the owner
OutClient told it's closed
-
07 · Automation
Action logged
InClient told it's closed
OutWho, what and when, AI included
-
08 · Automation
Alert to the owner
InWho, what and when, AI included
OutDaily summary
-
09 · CRM
History up to date
InDaily summary
OutEverything on the client record
One record from start to finish: nothing is typed twice · Sample data
Control, in one conversation
The head of service asks and the assistant crosses Support, CRM and Automation: open cases, response times and what each automatic rule has done.
Your assistant · connected to iERP
Which complaints have been open for more than 48 hours, and who is handling them?
- → support · open tickets
- → crm · affected clients
- → automation · escalation rules
Four are left, two of them from business clients. The escalation rule already alerted Ana Ruiz yesterday. Shall I reassign them to Iván and let the clients know?
Yes, go ahead Review
Reassigned · clients notified
Sample data
3 modules. Why each one.
The client book, the enquiries and the rules work on the same client, and every action is logged.
Sample data
The queue, under control
Each agent works their queue and every case is measured against its response time. You see who is overloaded and which case is nearing the limit before the client calls again.
Serve and control. One price.
- CRM €15 / month
- Support €15 / month
- Automation €15 / month
- Volume discount · −10% −€4
- Users · 10 €50 / month
- Connector to your AI (MCP) Included
This industry's modules, 10 users and the connector to your AI, per month.
€91/ month
Paying annually: €72 per month.
Every user costs the same, whatever they use. Prices exclude VAT.
Frequently asked
Which modules does a fintech need?
Usually Support for client service, CRM for the client book and Automation for rules and alerts. You can start with Support, which relies on CRM.
Is there a record of what the AI does?
Yes. Every action the assistant carries out is logged with who asked for it, what changed and when, just as if a person had done it.
Can each agent use their own assistant?
Yes. Each person connects their Claude or ChatGPT to their iERP user, via OAuth or a personal token, and only sees the cases their profile allows.
Does it handle several languages?
Yes. Support replies in the client's language and keeps the full conversation on their record.