Maxfinance launches MAXI virtual assistant for credit management

Maxfinance has launched MAXI, a new virtual assistant designed for credit intermediaries and managers within its network. Available via WhatsApp, the tool is integrated into the company’s CORE platform, which manages leads, credit processes, compliance, and reporting.

Since its launch in late September, MAXI has recorded over 500 interactions. The assistant allows potential clients to initiate conversations, share their needs, and qualify opportunities. This data is automatically integrated into the CORE system, reducing manual tasks and ensuring that credit managers have immediate access to client information without requiring the customer to repeat details.

According to CEO Francisco Ferreira Lima, the goal of this digital transformation is to simplify the customer journey and make it more intuitive, allowing professionals to focus more on human relationships and advisory roles rather than administrative processes.