Monday.com Work Sample

Monday.com CRM Experience – Finora Finance (Fintech Company)

Client’s Challenge:
Finora Finance, a growing fintech company, struggled with scattered and manual processes for customer onboarding, payment tracking, loan applications, and customer support. The lack of a centralized system caused delays, miscommunication, and poor visibility into customer activities, leading to slower service delivery and reduced customer satisfaction.

My Solution:
I customized Monday.com to streamline Finora Finance’s key operations by:

Customer Onboarding – Creating automated workflows and task assignments to ensure every new customer moved seamlessly through the onboarding pipeline.
Payment Tracking – Designing clear dashboards to track payments in real time, reducing errors and missed transactions.
Loan Application Process – Building a structured process board to handle documentation, approvals, and follow-ups efficiently.
Customer Support Tickets – Implementing a ticketing system to log, prioritize, and resolve customer requests quickly.

Outcome:
With these improvements, Finora Finance experienced faster customer onboarding, accurate payment monitoring, and a more efficient loan application cycle. The customer support ticketing system also reduced response time, leading to improved customer trust and satisfaction.