Bibliographic citations
Rodriguez, J., Galvez, J. (2023). Aplicación móvil para la mejora de colocaciones del Área Comercial en una entidad financiera [Trabajo de Suficiencia Profesional, Universidad Peruana de Ciencias Aplicadas (UPC)]. http://hdl.handle.net/10757/670274
Rodriguez, J., Galvez, J. Aplicación móvil para la mejora de colocaciones del Área Comercial en una entidad financiera [Trabajo de Suficiencia Profesional]. PE: Universidad Peruana de Ciencias Aplicadas (UPC); 2023. http://hdl.handle.net/10757/670274
@misc{renati/1295661,
title = "Aplicación móvil para la mejora de colocaciones del Área Comercial en una entidad financiera",
author = "Galvez Wong, Jose Vicente",
publisher = "Universidad Peruana de Ciencias Aplicadas (UPC)",
year = "2023"
}
This work is a project that was implemented in a financial institution in Peru. It was developed in early 2020 and put into production in early 2021. The company offers various financial services and products which are mostly directed to the rural sector. One of its main revenues is the placement of loans, which consists of attracting clients by offering them some type of loan, assessing its viability, making approvals if necessary, and making and disbursing the loan. To carry out this activity, the company had several systems that could only be used within the company, that is, only in the finance company's branches. This caused a series of problems that made it difficult to complete a placement, either because of the tediousness of the process or the lack of time on the part of the client to go to the agency on more than one occasion. To this end, it was proposed to implement an innovative integrated mobile application for granting loans, with the objective of simplifying the credit process, providing solutions at the point of contact to our customers, offering convenience, speed and reliability to business advisors (credit analysts) and above all benefiting customers by providing speedy attention to their requirements from the comfort of their business. As a result of the implementation, the number of disbursements increased by 9.8% in the first 8 months, the efficiency of commercial management increased notably in its indicators and monthly commissions. Also, it will give room for new technological opportunities to be implemented.
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