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01 / OUR EXPERTISE

Financial Institutions

Performance, field growth, member experience and management intelligence for SACCOs and MFIs, designed to complement existing core systems.

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WHAT WE DELIVER

Purpose-built for performance.

01

Staff Performance Management System performance, appraisals & improvement plans

Purpose-built workflows, visibility and implementation support shaped to your organization's needs.

02

Sales Force / DFSO targets, reporting & approvals

Purpose-built workflows, visibility and implementation support shaped to your organization's needs.

03

360 CX member experience & feedback

Purpose-built workflows, visibility and implementation support shaped to your organization's needs.

04

CRM, relationship & campaign management

Purpose-built workflows, visibility and implementation support shaped to your organization's needs.

05

Business intelligence & executive reporting

Purpose-built workflows, visibility and implementation support shaped to your organization's needs.

06

Research, workforce & integration workflows

Purpose-built workflows, visibility and implementation support shaped to your organization's needs.

SACCOs & MICROFINANCE INSTITUTIONS

Strengthen the systems
you already rely on.

Bring performance, field growth, member experience and management intelligence into a connected operating rhythm. Start with Staff Performance Management System, Sales Force, CX or another priority area and expand as your needs evolve.

Our preference is to complement existing core systems through agreed APIs or imports where feasible. Mizani SACCO Core is a separate option for smaller institutions seeking core operational workflows.

EXPLORE THIS EXPERTISE

Meet the solutions.
Find your fit.

Open a product or service for its capabilities, implementation approach and enquiry options.

Staff Performance Management SystemPLATFORM
Institutional & staff performance

Staff Performance Management System

Define KPIs, assign targets, capture supporting evidence and run structured reviews across branches, departments, teams and individuals. Staff Performance Management System connects performance reporting with competencies, appraisals, improvement plans and employee development.

  • Institutional, departmental, branch, team and individual KPIs
  • Monthly, quarterly and annual targets and scorecards
  • Daily, weekly and periodic performance reporting
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Mizani SACCO CoreSPECIALIST SOLUTION
Smaller SACCOs & cooperatives

Mizani SACCO Core

Organize members, deposits, shares, loans and core operational processes for smaller SACCOs and cooperative financial organizations. Scope the required workflows separately from performance, growth and analytics tools that complement an existing core.

  • Member onboarding and records
  • Deposit and savings management
  • Share capital management
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360 CX PlatformPLATFORM
Member & customer experience

360 CX Platform

Capture member, customer and staff feedback through surveys, QR codes and links. Combine CSAT, NPS and CES with branch comparisons, complaint capture and AI-assisted analysis of recurring themes to guide service improvement.

  • Member satisfaction surveys and branch service assessments
  • Customer Satisfaction Score (CSAT)
  • Net Promoter Score (NPS)
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HR, Payroll & Workforce OperationsPLATFORM
People & workforce

HR, Payroll & Workforce Operations

A workforce operations solution for employers seeking structured employee records, attendance oversight and payroll-related processes.

  • Employee biodata, contracts and employment records
  • Departments, locations, job roles and reporting lines
  • Attendance, leave and work schedule workflows
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Sales Force Management SystemPLATFORM
Sales force & DFSO performance

Sales Force Management System

Track field visits, savings and share mobilisation, member acquisition, loan leads and disbursements, digital adoption and campaign results. Give supervisors target-versus-actual reporting, approvals and rankings across officers, teams and branches.

  • Daily field visits, activities and business development actions
  • Savings mobilisation and share capital mobilisation
  • Fixed deposits and non-withdrawable deposits
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Business Intelligence & Management DashboardsSERVICE
Data & management intelligence

Business Intelligence & Management Dashboards

Bring operational data into executive scorecards, branch comparisons, target-versus-actual views and management reports. Dashboard refresh frequency and reporting outputs depend on available data and the agreed scope.

  • Deposits and savings growth
  • Loan activity and product trends
  • Membership and account acquisition
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Data Collection, Research & Analysis PlatformSERVICE
Research & campaign intelligence

Data Collection, Research & Analysis Platform

Build web and mobile-friendly questionnaires, organize field data collection, monitor study progress and analyse the results. Support member studies, market research, branch assessments, staff surveys and campaign evaluations.

  • Web and mobile-friendly digital questionnaires
  • Field data collection workflows
  • Unique survey links and QR-code distribution
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CRM & Sales Pipeline ManagementPLATFORM
Customer & sales growth

CRM & Sales Pipeline Management

A sales pipeline and customer relationship solution that brings prospect data, follow-up actions and conversion visibility into a common environment.

  • Lead capture and structured customer/prospect records
  • Pipeline stages, ownership and next-action tracking
  • Opportunity, quotation and conversion workflows
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Campaign ManagementPLATFORM
Growth initiatives & campaigns

Campaign Management

Plan deposit mobilisation, member recruitment, lending, digital registration or product adoption campaigns with clear dates, objectives, ownership and targets. Follow activities through conversion and review the results.

  • Campaign creation with dates, objectives and target segments
  • Institution, branch, team and individual target assignment
  • Lead or participant lists
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Explore other capabilities.

Business Management Systems ↗Data, Analytics & CX ↗Custom Software Development ↗Cloud & Managed Technology ↗
THE FUTURE DOESN'T WAIT.

Ready to make
your next shift?

Let's turn your biggest operational challenge into your next competitive advantage.

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