Case Study
Financial automation

OCeRM: collections, customer relationships and AI in one connected platform

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FTCC
FTCCOCeRM

Bank payment slips (boletos), communication and financial oversight in one place. A platform designed to bring collections management closer to everyday business needs.

Tracking receivables takes more than issuing payment slips. Banking information, customer conversations and collection tasks need to connect so the team can see what to do next.

OCeRM brings together payment slips issued through the company’s existing bank, customer relationships and overdue payment monitoring. The goal is to organize collections into a workflow that fits the business.

Email and WhatsApp communication are part of this journey. AI-assisted collections automation supports customer contact while the team monitors progress and handles situations that need personal attention.

The project connects software, data and communication to provide visibility into receivables. A foundation for organizing financial work and evolving with business needs.

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