Third‑Party Product Intermediation

The Third-Party Product Intermediation solution enables the comprehensive management of mortgages, insurance and financial services offered together with consumer finance products, through an all-in-one platform designed to optimise the productivity of the sales network. The platform also supports the intermediation of products such as charge or revolving credit cards, personal loans and other financial services, ensuring a consistent and controlled operational flow.  

The system provides advanced management of applications and master data, with structured files that include uploaded documents, internal notes, information from external sources and advanced consultation tools. Master data records are fully customisable and allow customers and connected parties to be tracked clearly and reliably.  

The platform also enables dynamic modelling of intermediated products: commercial parameters, regulatory requirements, pricing strategies and distribution agreements can be configured flexibly and centrally, while maintaining full alignment with the institution’s policies.  

Sales network management is supported by dedicated features for process control, performance oversight and commission automation throughout the distribution chain. This enables banks and intermediaries to reduce operational complexity, increase transparency and generate greater value for both the organisation and the end customer.