Industry

Financial services

Lending, collections, outsourced finance (BPO) and investments: from origination to provisioning, with rules auditors accept. Cases taken from real Nekt workspaces, anonymized.

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Cases already available, with an executive summary and a detailed view to build.

Delinquency by days-past-due bucket and PDD (loan-loss provision)

The overdue portfolio by days-past-due bucket and the provision at each close, reproducible month after month and without counting the same debt twice.

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Credit origination funnel with SLA

How many applications come in, how many reach approval and disbursement, where they get stuck and for how many business hours, by channel, partner and loan officer.

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Scoring and prioritization

A 0 to 100 score per application or customer, with the weight of each component in plain view, written back to the card so the team first approaches whoever is most likely to become a good loan.

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Most used

What most companies in this industry build on Nekt, beyond the highlights.

Credit status back to the CRMContract and portfolio data in cadences and messaging.Read caseSingle base by CPF and CNPJ (tax IDs)One customer across all systems.Read caseConsolidated P&L across multiple companiesIntercompany elimination for BPO firms and holdings.Read caseSLA for operational pipelinesReview, calculation, claims and support.Read caseAI over unstructured textConversations and documents classified and extracted.Read caseAUM and net inflows by advisorCustody, net inflows and revenue.Read case

Other cases

From most common to most specific.

Vintages and retentionVintage curves, retention and portfolio LTV.Read caseReceivables reconciliationGateway and acquirer against the ERP.Read caseFund portfolioLoan tape, outstanding balance and portfolio sales.Read caseCash flow forecast13 weeks, actuals vs. forecast.Read caseOfficial benchmark ratesCDI, IPCA and PTAX as a calculation dimension.Read case