Functionality

CURO delivers business an all-inclusive and fully comprehensive range of functionality. Much of which is out-of-the-box and can be configured to your firm's specific business requirements. Key elements include:

  • CRM
  • Client on-boarding
  • Full end-to-end advice case management
  • Client reviews
  • Employee benefit processing
  • Workflow and process management
  • Marketing and campaign management
  • Compliance management and reporting
  • Fee management and reconciliation
  • Client portal
  • Business intelligence (Power BI)
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