Financial Misselling
There are many types of valuable missold investments, pensions and mortgages claims, but they can be time consuming to run.
Our software helps with:
- Large amounts of information required from claimants
- Lack of easy access to the claimants financial history
- Anxious claimants not understanding the legal process
- Poor management information not reflecting the status of each claim
- Time consuming claim email and phone updates
Financial misselling claims, the FinLegal way.
Working with claimants is made easy using self service and automation
A self-service, automated process
An online process which includes informative video explainers, where claimants complete checks and onboarding.
Increase response with automated email/SMS
Prompt claimants automatically via your chosen communication channel, increasing engagement and response.
A.I document review and extraction
Technology to process financial documentation and DSAR responses as required by your firm.
Generate legal letters and documents
Easily generate documents from your templates, and specifics of the claim
It's easy to get started...
Up and running in weeks for your case
Fees scale as your client numbers grows
Use standalone, or with other solutions
Loved by your marketing partners
“One team member was able to work part time across over 10,000 clients to gather information.”
“Responses increased by 100% to requests for information and documents.”
“80% of people signed up without needing any support from our team.”
