The Apprivo Customer Forum
on 14th March 2024
It was great to see you.
Thanks for joining us at the Apprivo Customer Forum. As promised, we've shared a range of resources from the day which can be downloaded and shared with your teams.
As we look to continue to improve these forum events we would welcome your thoughts. If you’ve not already done so, please could you spare a few minutes to complete our forum survey.
We hope to see you all very soon at our next event.
Rowan Clayton
Product Director
Presentation Slides
Have a look through the resources discussed throughout the day
Service update
An update on how we’re improving our service quality across our delivery teams.
Loan origination – a modern approach by Woodhurst
Our guest speakers explored digitalisation trends within mortgage originations and servicing.
Retention Portal
Learn more about our secure online customer retention portal that makes it easy to transition your customers to a new mortgage product at the end of their term.
Enhanced Tasks
Simplify case management and improve conversions by prioritising key tasks for your operational teams. Learn more about Apprivo Enhanced Tasks.
SmartrDocs
Easy, secure document management. Requesting, uploading and reviewing application documents just got a whole lot easier with SmartrDocs.
Finova Savings
A complete, feature-rich solution for savings providers. Our multi-channel digital solution features user-friendly customer portals and a native mobile app. Learn more about Finova Savings.
Product roadmap update
An update on the enhancements planned for Apprivo in the next 6-12 months.
Further information and support
Finova Savings Brochure
Thanks for joining us at the Apprivo Customer Forum. As promised, we've We're revolutionising the savings industry with our digital-first, end-to-end savings solution. Unlock efficiency. Boost loyalty. Stay competitive. Future-proof your business.
Apprivo Customer Portal Guide
Modernise the way customers interact with their accounts and enable them to self-manage anytime, anywhere with our secure online customer portal.
Apprivo Retention Portal Guide
Transform your customers’ mortgage switching experience with a fully branded digital solution that puts control in the hands of your customers.
Escalation Matrix
We’re here to support you if you need help with your Apprivo solution. Our escalation matrix details how you can raise an incident or support request.