First Access

First Access is a fintech company that provides a smart data platform for financial institutions in emerging markets. The company offers custom software solutions designed to streamline and digitize the lending process for small business lenders. First Access's platform enables customers to apply for loans online, while also allowing staff to acquire customers from any location, including offline. The system is flexible, allowing lenders to update roles, permissions, and accounts as needed.

The platform offers a comprehensive suite of features to enhance the customer experience. These include online and onsite loan applications accessible on various devices, auto-filling mobile and call center applications, automated PDF document generation, and integration with partner APIs for data auto-filling. First Access's solution digitizes credit products, roles, and processes for the entire customer lifecycle, allowing lenders to introduce automation at their own pace while maintaining the balance between personal relationships and human judgment.

A key feature of the First Access platform is its ability to automate scoring algorithms, business rules, calculations, underwriting standards, recommendations, and actions based on any data throughout the customer lifecycle. The system can incorporate data and scores from partners, enabling lenders to make informed decisions for growth. Additionally, the platform includes a credit-focused Customer Relationship Management (CRM) system, specifically designed to help lenders reach underserved customers. This CRM allows for linking contacts, loans, and companies, as well as tracking and assigning interactions.

First Access's solution also provides real-time notifications and insights to help teams improve quality, efficiency, speed, and profitability across different locations. The platform embeds management hierarchies, ensuring that each team member can focus on the most relevant data at the appropriate time.