Overview
Customer & Challenge
Miriam Boccaletti has worked in subsidised finance for more than 25 years, a field where the value of advice is measured in precision, being up to date and the ability to spot, in real time, the right opportunities for the right client.
Over the years, though, Miriam kept running into the same problem: the enormous amount of time lost to manual work.
> “Every time a client called, I spent hours looking for suitable calls for funding and writing messages one by one. It all rested on my shoulders.”
The work was fragmented, hard to scale and heavily dependent on the individual consultant’s experience. Communications went out by email, documents were scattered across folders and inboxes, and the time left for actual analysis kept shrinking.
That is how Finora was born: a platform built to digitise and automate every early stage of the subsidised finance process, from client profiling and matching with open calls to sending news and collecting company documents. An idea that came from the field, designed not by a developer, but by a consultant.
> “Finora was built with the mindset of someone who does this work every day. Not to sell, but to really work.”
Takeaway
Instant answers for clients, without hours lost on calls for funding
Finora automatically matches every client with the calls they qualify for, crossing company data with requirements updated in real time. The consultant knows straight away which opportunities to propose, with no manual analysis and no searching through public portals.
Timely, error-free communication, even with hundreds of clients
With automated regulatory news, every client receives only the information that concerns them, at the right moment. The system removes hand-written emails, avoiding oversights and mistakes, and keeps the quality of information high.
Fewer emails, more order: everything in one shared platform
Clients can access their own personal area to upload documents, browse calls and interact with the firm, keeping the chaos of emails and attachments to a minimum.
> “Collaboration becomes simpler, more transparent, more professional.”
Full control over teams and processes, even in larger firms
Finora is designed for firms with several consultants, sales staff or account managers, each with their own access level. This makes it possible to organise work better, monitor operations and keep visibility even where many people are involved.
A workflow that follows the consultant’s way of thinking, not the developer’s
Everything is designed for people who live consulting every day: the filters, the terminology, the order of the features. Finora mirrors the way a consultant reasons, decides and acts, so it feels natural from the very first login.
