Proceso App –Streamline Your Finance Tasks
Do you want to boost the productivity of your team members and improve customer experience? Automate the banking and finance process with our No code platform, Proceso. Drive operational excellence and boost your growth.
Proceso- A business automation platform
to collaborate and grow
Are manual processes causing trouble for your finance team? Equip your team members with Proceso to uplift their collaboration with team members and customers. Our no code platform meets all your unique needs empowering your team members to achieve more with less resources. Say goodbye to manual processes, errors and time-consuming activities with Proceso. It has more than 100 prebuilt connectors to integrate with your existing ERP or CRM systems, helping you to have real-time insights.
Here are the finance and banking process solutions terms
Exit Form
A form to be filled by employee at the time of exit from organization
Joining Form
Automate employee joining process by replacing traditional pen paper process of filling details of new joinee.
Employee Satisfaction Survey
HR Survey to get insights of employees experiences and thoughts on workculture
Cash Van Audits
Real time visibility based on photo evidence with geo tagging and more
Branch Marketing Audit
Improve brand visibility by performing checks on whether all banners, branding and offers are in place and whether employees are aware of new offers
Daily Attendance Tracker
Eliminate employee dissatisfaction related to discrepancies in login timings and location compliance
New Product Surveys
Launch surveys to assess market for new product ideas and get timely insights from Customers.
Brand Audits
Ensure consistency in branding, identify non-compliance risks and opportunities to ensure a uniform and enhanced Customer experience
Opening and Closing Checklists
Ensure readiness, security and hygiene of the property for a good Customer Experience
Customer Satisfaction Surveys
Measure and improve Customer satisfaction. Compare with past results
Opening and Closing Checklists
Ensure readiness, security and hygiene of the property for a good Customer Experience
Get started with Proceso
Transform your banking and financial operations with our nocode automation platform, Proceso. Let’s digitize your banking process.