Member records
Bring together the information needed to support each member's relationship with your organization.
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MEMBER MANAGEMENT
Closer to your members. Less work between systems.
Connect lending, payroll deductions, accounting and member service. A solution for employee solidarity associations, employee funds and closed-membership cooperatives.
MEMBER MANAGEMENT
Your association, closer to every member.
◎Your member
Inquiries
Applications
Services
↔ Loans↔ Payroll↔ Accounting
Concept illustration · Not a product screenshot
FINANCIAL EXPERTISESIFCO technology.
SIFCO technology.
InnovaSide by your side.
+120
clients across Latin America using B1 Lending, B1 Financial and B1 Unity combined.
SIFCO representatives in Costa Rica. B1 products feature certified integration with SAP Business One.
FROM CHALLENGE TO SOLUTION
Repetitive inquiries and manual reconciliations take time away from serving members.
Keep information connected at every step, from application to follow-up.
Together, we identify time-consuming tasks and the improvements your team needs. We combine configuration, integrations and development to support the way you work.
FEATURES
How B1 Unity helps you.
Loans and prequalification
Manage loan applications and operations within a connected process.
Payroll deductions
Connect deduction management with your association's operations and the agreed payroll process.
Member app
Give members a digital channel for inquiries and services.
Collections and accounting
Connect obligation tracking with financial control.
Benefits tailored to you
Explore the workflows and services your association needs to offer, based on the project configuration.
How would it work in your business?
Tell us about your processes and discover how we adapt B1 Unity to your business.
VALUE FOR YOUR BUSINESS
Smoother day-to-day operations.
✓
Speed up member requests
✓
Organize payroll deductions
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Bring scattered information together
BEFORE WE TALK
Answers to your first questions.
How does it connect with payroll?
We review your payroll system and available formats or interfaces to define the integration and deduction validation.
Can the solution adapt to our processes?
Yes. We assess what configuration can address and what requires integration or development. The proposal makes those distinctions and their scope clear.
What is the cost and implementation timeline?
They depend on the modules, users, data and integrations involved. Our first conversation helps us gather what we need to prepare a relevant proposal.
TECHNOLOGY ON YOUR SIDE
Talk to an expertLet's discuss what B1 Unity can do for your business.
Tell us what you want to improve. Together, we will define the next step.