Build Smarter Collection Strategies — Once, Automate Forever
Build Smarter Collection Strategies — Once, Automate Forever
Build Smarter Collection Strategies — Once, Automate Forever
Automate your entire collections process — from segmentation to follow-up — using intelligent workflows and real-time insights.
Automate your entire collections process — from segmentation to follow-up — using intelligent workflows and real-time insights.
Automate your entire collections process — from segmentation to follow-up — using intelligent workflows and real-time insights.
Build Smarter Strategies. Automate Faster Recoveries.
Turn insight into action with dynamic workflows, AI-powered segmentation, and real-time optimization tools
Cohort Builder
Segment by DPD, risk, amount, or behavior — and personalize outreach for every group.
A/B Testing
Experiment with tone, timing, and channels to discover what drives higher recovery and better CX.
Drag-and-Drop Workflow Builder
Create logic-based recovery paths using a visual editor — no tech team required.
Workflow History
Track every action, message, and decision for audit-ready reporting and optimization.
Build Smarter Strategies. Automate Faster Recoveries.
Turn insight into action with dynamic workflows, AI-powered segmentation, and real-time optimization tools
Cohort Builder
Segment by DPD, risk, amount, or behavior — and personalize outreach for every group.
A/B Testing
Experiment with tone, timing, and channels to discover what drives higher recovery and better CX.
Drag-and-Drop Workflow Builder
Create logic-based recovery paths using a visual editor — no tech team required.
Workflow History
Track every action, message, and decision for audit-ready reporting and optimization.
Build Smarter Strategies. Automate Faster Recoveries.
Turn insight into action with dynamic workflows, AI-powered segmentation, and real-time optimization tools
Cohort Builder
Segment by DPD, risk, amount, or behavior — and personalize outreach for every group.
A/B Testing
Experiment with tone, timing, and channels to discover what drives higher recovery and better CX.
Drag-and-Drop Workflow Builder
Create logic-based recovery paths using a visual editor — no tech team required.
Workflow History
Track every action, message, and decision for audit-ready reporting and optimization.
Segment. Test. Automate. Collect.
Segment. Test. Automate. Collect.
Segment. Test. Automate. Collect.
Everything you need to scale collections with personalized strategies and intelligent workflows.
Everything you need to scale collections with personalized strategies and intelligent workflows.
Everything you need to scale collections with personalized strategies and intelligent workflows.
Tone & Language Control
Say the right thing, the right way — every time.
Let AI choose and write the perfect message tone for each customer and situation, from gentle nudges to firm follow-ups.
Choose tone presets like friendly, firm, or neutral
AI generates context-aware messages at every stage
Match language style to DPD, customer profile, or history
Ensure brand consistency while maximizing empathy and impact
..And more
Tone & Language Control
Say the right thing, the right way — every time.
Let AI choose and write the perfect message tone for each customer and situation, from gentle nudges to firm follow-ups.
Choose tone presets like friendly, firm, or neutral
AI generates context-aware messages at every stage
Match language style to DPD, customer profile, or history
Ensure brand consistency while maximizing empathy and impact
..And more
Tone & Language Control
Say the right thing, the right way — every time.
Let AI choose and write the perfect message tone for each customer and situation, from gentle nudges to firm follow-ups.
Choose tone presets like friendly, firm, or neutral
AI generates context-aware messages at every stage
Match language style to DPD, customer profile, or history
Ensure brand consistency while maximizing empathy and impact
..And more
A/B Testing
Experiment with strategy elements — from tone to timing — to find what drives real recovery improvements.
Compare workflows, channels, and messaging styles
See real-time performance across variants
Identify the most effective customer journey
Scale winning strategies across segments instantly
And more
A/B Testing
Experiment with strategy elements — from tone to timing — to find what drives real recovery improvements.
Compare workflows, channels, and messaging styles
See real-time performance across variants
Identify the most effective customer journey
Scale winning strategies across segments instantly
And more
A/B Testing
Experiment with strategy elements — from tone to timing — to find what drives real recovery improvements.
Compare workflows, channels, and messaging styles
See real-time performance across variants
Identify the most effective customer journey
Scale winning strategies across segments instantly
And more
Drag-and-Drop Builder
Workflows built in minutes. Results that scale.
Visually design automated collection paths with no code — fully driven by your data.
Intuitive editor with logic-based branching
Automate multichannel sequences: email, SMS, WhatsApp, IVR
Trigger actions from account data or customer sentiment
Monitor every touchpoint and outcome in one dashboard
..And more
Drag-and-Drop Builder
Workflows built in minutes. Results that scale.
Visually design automated collection paths with no code — fully driven by your data.
Intuitive editor with logic-based branching
Automate multichannel sequences: email, SMS, WhatsApp, IVR
Trigger actions from account data or customer sentiment
Monitor every touchpoint and outcome in one dashboard
..And more
Drag-and-Drop Builder
Workflows built in minutes. Results that scale.
Visually design automated collection paths with no code — fully driven by your data.
Intuitive editor with logic-based branching
Automate multichannel sequences: email, SMS, WhatsApp, IVR
Trigger actions from account data or customer sentiment
Monitor every touchpoint and outcome in one dashboard
..And more
Results That Speak for Themselves
Results That Speak for Themselves
Results That Speak for Themselves
Financeops delivers measurable outcomes that traditional collections can’t match — all with zero friction and full transparency.
Financeops delivers measurable outcomes that traditional collections can’t match — all with zero friction and full transparency.
Financeops delivers measurable outcomes that traditional collections can’t match — all with zero friction and full transparency.
Customers
Amount Collected Yearly
Hours Saved
Frequently Asked Questions
Find quick answers about our services. Reach out to us directly for more information!
What is the FinanceOps Strategy & Workflow Builder?
It’s a no-code tool that lets you create, test, and run intelligent collection workflows. Segment accounts, assign strategies, automate actions, and personalize messaging — all in one visual builder.
Can I segment customers for different workflows?
Yes. Our Cohort Builder allows you to group accounts by DPD (days past due), payment history, risk level, and more — so you can apply the most effective strategy to each group.
What types of actions can I automate?
You can automate payment reminders, legal escalations, tone-adjusted messages, follow-ups, and agent handoffs. Workflows can span multiple channels — like email, WhatsApp, SMS, and IVR.
What is tone-based messaging?
FinanceOps lets you set the emotional tone (friendly, neutral, firm) for each message. The system uses AI to generate copy that fits the stage of recovery and the customer’s profile, helping maintain empathy and results.
How do A/B tests work in the Strategy Builder?
You can test variations of workflows, contact timing, messaging tone, or escalation steps. The system tracks performance across cohorts and lets you pick the most effective strategy — optimizing recoveries over time.
What is the FinanceOps Strategy & Workflow Builder?
It’s a no-code tool that lets you create, test, and run intelligent collection workflows. Segment accounts, assign strategies, automate actions, and personalize messaging — all in one visual builder.
Can I segment customers for different workflows?
Yes. Our Cohort Builder allows you to group accounts by DPD (days past due), payment history, risk level, and more — so you can apply the most effective strategy to each group.
What types of actions can I automate?
You can automate payment reminders, legal escalations, tone-adjusted messages, follow-ups, and agent handoffs. Workflows can span multiple channels — like email, WhatsApp, SMS, and IVR.
What is tone-based messaging?
FinanceOps lets you set the emotional tone (friendly, neutral, firm) for each message. The system uses AI to generate copy that fits the stage of recovery and the customer’s profile, helping maintain empathy and results.
How do A/B tests work in the Strategy Builder?
You can test variations of workflows, contact timing, messaging tone, or escalation steps. The system tracks performance across cohorts and lets you pick the most effective strategy — optimizing recoveries over time.
What is the FinanceOps Strategy & Workflow Builder?
It’s a no-code tool that lets you create, test, and run intelligent collection workflows. Segment accounts, assign strategies, automate actions, and personalize messaging — all in one visual builder.
Can I segment customers for different workflows?
Yes. Our Cohort Builder allows you to group accounts by DPD (days past due), payment history, risk level, and more — so you can apply the most effective strategy to each group.
What types of actions can I automate?
You can automate payment reminders, legal escalations, tone-adjusted messages, follow-ups, and agent handoffs. Workflows can span multiple channels — like email, WhatsApp, SMS, and IVR.
What is tone-based messaging?
FinanceOps lets you set the emotional tone (friendly, neutral, firm) for each message. The system uses AI to generate copy that fits the stage of recovery and the customer’s profile, helping maintain empathy and results.
How do A/B tests work in the Strategy Builder?
You can test variations of workflows, contact timing, messaging tone, or escalation steps. The system tracks performance across cohorts and lets you pick the most effective strategy — optimizing recoveries over time.
Transform Your Financial Processes
Join thousands of businesses already saving time and money with FinanceOps
COMMUNITY
See a demo
© FinanceOps 2025
Transform Your Financial Processes
Join thousands of businesses already saving time and money with FinanceOps
COMMUNITY
See a demo
© FinanceOps 2025
Transform Your Financial Processes
Join thousands of businesses already saving time and money with FinanceOps
COMMUNITY
See a demo
© FinanceOps 2025