The Ingenious Group

COREFIN enables new business expansion through innovation, out-of-the-box processes & expertise

The Ingenious Group is a UK-based investment company that offers lending and investment in the media, infrastructure and real estate sectors worldwide. With a goal to expand their services by enabling investors to invest in loan receivables, they required a robust loan management system that would reflect the complexity and flexibility of their services.

In response to their needs, the Ingenious Group required a stable and robust loan management system to track detailed information on multiple levels. The growing business had outgrown the utility of their existing Excel spreadsheets for loan and related calculations. Team members found themselves burdened with the manual upkeep of calculations, hampering their capacity to focus on their primary role – delivering tailor-made services to their clientele.

In response, COREFIN proposed an innovative solution to replace the existing spreadsheets with a Microsoft Dynamics based solution for Lending. This implementation enabled comprehensive automation of all loan-related calculations and facilitated real-time reporting, effectively saving substantial time that would otherwise be consumed by monthly KPI tracking. To further enhance their operational cycle, this novel solution was seamlessly integrated with their existing ERP system.

The introduction of COREFIN’s solution resulted in the full automation of the loan lifecycle management process. This transformation translated into significant time savings, reducing the effort spent on manual tasks and calculations. Consequently, the Group enjoyed strengthened client relationships, heightened calculation precision, explored new avenues for expansion, and benefited from improved reporting capabilities. Opting for Microsoft Dynamics 365 along with COREFIN’s ready-to-use core processes not only increased efficiency and accuracy but also empowered executives to continually assess and enhance employee performance.

The results

COREFIN introduced full automation to the Loan Life Cycle Management Process.
This change resulted in a noteworthy reduction in time spent on manual tasks and calculations.
Staff members shifted heir focus towards building and maintaining client relationships.
Calculation accuracy witnessed a remarkable improvement, minimizing errors.
The implementation created opportunities for exploring new areas of potential business expansion.

“Manual tasks have given way to a completely automated core management system, resulting in management reporting now being executed within seconds, a stark contrast to the weeks it used to take in the past.”