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Tech Priority List (PSA (WhatsApp Channel Changes Volume on WhatsApp …
Tech Priority List
PSA
WhatsApp Channel Changes
Volume on WhatsApp
Product
Ring Fence Population
1st Phase Emailers
Brokers
Mail from Mark +
Commission Structure
NPL Summary dashboard (one pager)
NPL Summary History dashboard
Full list of clients in arrears, per Agent/sub-broker
Minimum NPL benchmark for Brokers
William H to contact each Broker and take them through their arrears stats
William H to consider piloting with one Broker first
IT to add a field to Fincloud for the Brokers to
capture their Agents/Sub-Brokers “name/code”
Monthly recurring report to the above copied
team for points 1, 2 & 3 above
William G/Tania to identify all IT development
required to manage the Brokers end-to-end,
Costs
Mail from Byron
• Credit checks
• Bank validations
• E-wallet costs (I have asked the bank again
to cancel our sponsoring of the first transaction)
• Credit subscription costs – these jumped to 100k again in April
Trust Levels
Project with Christiaan
Finalize timelines
Smart Reporting
Sales
Service
Risk
Linked to KPI