Next-gen automation platform for your business
Fintoc is an open banking platform that helps businesses connect to their bank accounts and access financial data.
Test different subject lines, layouts, or call-to-actions to optimize marketing effectiveness.
Collect detailed information from clients to create a formal customer record.
Propose new projects or request scope, schedule, or resource changes to active projects.
Initiate the purchase process based on a finalized quote or customer intent.
