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Empowering businesses with Digital Intelligence

A Full-Stack Digital Experience and Growth Automation Systems for Financial Services

Accelerate your business growth, Deliver a 100% digital experience, personalised solutions, effective targeting, faster processing, lower costs, and end-to-end visibility for customers.

Automate your growth

3:45 duration

1. Unified Digital Presence with Customer Interaction Widgets

  • Interactive Visual Content & Guides for Engagement & Education
  • Financial Services Specific Tools- calculators, product search, financial planner, trends, valuation, pre-approval etc
  • Easy to Embed on any Website & systems

2. Effective customer conversions & retention through lifecycle marketing automation

  • AI-Powered marketing strategies for omni-channel excellence
  • Fastest response times at all touch-points
  • Automatic scaling campaign tools
  • Automated Opportunity Identification through LTV enhancement algorithms

3. Intuitive Digital Onboarding Journeys for consumer navigation

  • Self Service Intuitive Origination Forms with End-to-End Visibility
  • Customer-Centric Navigation through the entire process
  • Pre-set document collection templates with validation
  • Automated Data pull for underwriting and file prep

Everything that you will need for the Digital Age

Interactive Widgets for Web with Great UI/UX

Finserv tools such as discovery, search, compare, calculators, planners, valuations etc

Application Origination & Tracking

Customer Onboarding Journey with application navigation & communication

Integration with Financial Systems

Integration with Finmo, Fologix, Credit Bureau, Bank Statement Pull, IDX/MLS Integration

AI-Powered Algorithms

Advanced Algorithms for Product Matching, Pre-Approvals, Product Offers & LTV enhancement

Product Search & Discovery

Search through Catalog of 500+ Lenders & 7000+ Products. Improve buyer consideration

Documents Validation & Fraud Prevention

Pre-set templates for document collection, validation & fraud prevention strategies

Automated Workflows

Reduce Manual Work with smart automated workflows that reduces file processing time and support

Lifecycle Marketing Automation

Smart New Lead Attention, Building meaningful relationships through Digital

Your Pathway to 10x Growth & Customer Centricity

1. Leverage Digital Growth Channels

Build strong brand positioning & visibility across all digital channels. Be the First Touchpoint for consumers

2. Empower & Engage Customers

New-Age Digital blueprint to build mindshare with modern borrowers through knowledge & interactive tools

3. Streamline Core Operations

Digitise End-to-End Onboarding to Servicing workflows with intuitive customer interface with lender side integrations, document validation, decisioning checks. Improve processing time and reduce costs

Frequently asked questions

Does it works with existing systems ?

Atomate systems are modularised works in a plug and play manner with your current workflows and financial systems.

Is it cloud based and how secure are the systems ?

Our systems are hosted on secure cloud with all the necessary certifications in place. It has the robust data encryption protocols in place

How long it takes for me to Go-Live ?

You can get started with your digital transformation within a week of filling up the setup form. Our expert team will provide the support at every stage.

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