HermiaReceive.
An institution-approved enquiry inbox or platform notification, after scoping
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SCOPED PILOT / NOT LIVE
HERMIA / FINANCE OPERATIONS
Bring order to every enquiry.
Finance enquiries and document questions arrive by email and through lending platforms. A proposed, narrow administrative process would read each one against an institution-approved checklist and place a clear brief before a person. Hermia never messages your customers.
AVAILABILITY / SCOPED PILOT / NOT LIVE
Concept requiring institution-specific scoping. No live bank, lending or Salesforce connector is implied. Sensitive documents, document-checking rules, customer consent and delivery channels must all be approved and tested with the institution first.
01 / THE OPERATING PATHFrom first signal
From first signal
to the right person.
This is a proposed setup, not a service already connected for this industry.
Read.
What the customer is asking for, the product and timeframe, and which item on the approved checklist is missing or unclear
Prepare.
A brief for an authorised staff member to verify and decide on the next step, in your CRM or by private email
02 / ILLUSTRATIVE BRIEFOne email
One email
becomes a brief.
A fictional, industry-specific example. It is not a real customer enquiry or evidence of an active integration. Hermia sends nothing to the customer.
Hermia / Finance operationsIllustrative brief concept
“The portal says one page of my application is missing, but I uploaded it.”HERMIA / BRIEF FOR YOUR TEAM
“Existing application: the customer says the portal shows one page missing and that it was uploaded. To check: the page the portal flags. Next step: authorised staff check the record and reply through your secure channel.”Fictional example. What Hermia reads for, the brief and where it goes must be approved and tested for each business.
03 / WHAT THE TEAM NEEDSThe detail that
The detail that
makes a difference.
- Institution-approved checklist
- What each enquiry is read for
- Secure delivery and human review
- Exception handling and audit requirements
Hermia Notes · optional feature
Your notes send every enquiry to the right person.
Hermia never answers or messages finance customers. Your team’s notes tell it where each kind of enquiry goes and which details to take from the email, so every enquiry reaches the right person.
Keep it current: “Car loans are paused”, or a PDF of the product sheet.
Your team adds notes on WhatsApp, or on the Notes page on any phone or laptop. Each person sees and edits their own; owners and admins see the whole team’s.
Hermia Automate · optional feature
Your CRM, updated without typing.
The everyday updates that aren’t a new enquiry, like a signed form or a payment received, go into your CRM without anyone typing them in. Hermia already looks after your new enquiries.
A client sends back a signed form. Send Hermia the PDF: it goes on the client’s record under Documents, with the date it was signed.
What it puts in your CRM, under your headings- Signed forms: on the right client, with the date
- Payments: money received, with the amount and the date
- Client details: a new number, email or address
- Call notes: what was agreed and what happens next
Where it goes: Laid out under the headings you choose and emailed to your office, ready to add.
Your team sends a voice note, photo or PDF on WhatsApp, or from the Hermia page on any phone or laptop. Check it first, or let it go straight in.
RESPONSIBILITY STAYS HUMANClearer context.
Clearer context.
Better judgement.
Hermia does not give financial advice, make credit decisions, verify identity, approve an application or guarantee that a document is valid.
QUESTIONS WORTH ASKINGKnow what
Know what
comes next.
Can it make an approval decision?
No. Authorised staff and the institution’s own processes remain responsible for all regulated decisions.
Does Hermia message our customers?
No. In finance Hermia never messages your customers. It reads each enquiry and gives your team the brief; your staff contact the customer through your own secure channel.
Does this site connect to our bank or CRM?
No. This is an example of a possible scoped pilot, not a live financial integration.
SCOPED PILOT / NOT LIVE
Start with a proper scope, not a promise.
Discuss a finance pilot ↗A pilot is not sold or activated from this page. Contact Hermia to discuss feasibility, safeguards and connection testing.