A full record of every call, and oversight of what was said.
Nivision transcribes every Hebrew customer call, extracts the request details and missing documents, and flags wording that needs review.
The pressure on lending teams
Financing a business takes several calls: understanding the need, collecting documents, updates and terms. Each call adds a detail that has to reach the file: the amount requested, the purpose, what's missing and what was promised. When details aren't recorded, files stall. And when nobody checks what was said, a careless remark about terms or approval chances can become a problem.
How Nivision meets it
Every call is transcribed and summarized. Custom fields extract the amount, purpose, stage and missing documents, and custom classifiers flag wording you've defined as sensitive, such as a promise of approval. Nivision does not decide on eligibility or credit: it records and flags, and the decision stays with you.
Request detail extraction
Amount, financing purpose and process stage pulled into structured fields.
Missing documents
What the customer still needs to send, recorded from every call.
Wording oversight
Wording you defined as sensitive is flagged for a manager to review.
Summary to CRM
The call summary and fields land in the customer's file.
One call, and what comes out of it
A business owner calls to explore financing for equipment. She details the amount, the purpose and what she's already sent, and the rep asks for two more documents. At one point the rep says the file "will definitely be approved". After the call, Nivision shows a summary, fills the amount, purpose and stage fields, records the two missing documents, and flags "will definitely be approved" for a manager's review, because it was defined in advance as sensitive wording.
The outcome
- Every request detail recorded from every call
- Missing documents tracked
- Oversight of what's said to customers
FAQ
Does Nivision decide on credit approval?
Can we flag wording reps aren't allowed to use?
Is there a minimum number of reps?
Turn your conversations into action.
See Nivision analyze calls like the ones your team handles every day. A 30-minute walkthrough, no slides.