Technology · Finvi

Independent Finvi specialists

Finvi's collections technology cover agency receivables, first party collections and healthcare revenue, under names including Velosidy, Artiva and Katabat. We help you get more from the one you run, and answer the question underneath it: is it the right one to be on.

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arum approved

About Finvi

What Finvi is.

Finvi makes collections technology for agency receivables, first party collections and healthcare revenue. Its products include Velosidy, Artiva and Katabat.

Technology we assessTechnology implementationTechnology optimisationarum approved technology

A portfolio, not a platform

The first question is which Finvi you are on.

Finvi sells several collections products. They came from different places, they serve different buyers, and they are not at the same point in their lives.

That matters more than it sounds. A roadmap conversation, a licence renewal and an improvement plan all look different depending on which platform you run and where the investment is going. Teams often plan a year of improvements on one product without ever asking that question.

Then there are the ordinary signs. Work queues nobody has reviewed in years. Segmentation that predates the current book. Compliance controls configured for the last set of rules. Digital channels that never got past pilot.

How it works

The Finvi Health Check.

Five stages covering the platform you run and the position it puts you in.

  1. Platform health review

    Configuration, work queues, workflow, segmentation and reporting on the product you actually run.
  2. Capability assessment

    What your release supports across automation, digital engagement, payments, legal and compliance, and how much of it is switched on.
  3. Process and performance review

    The manual work and the queue design holding back recovery rates.
  4. Roadmap and platform position

    What to improve now, and an independent read on where your product sits within the vendor's wider portfolio.
  5. Delivery support (optional)

    Improvement delivery, or planning and assurance if you decide to move.

What you get

A plan for the platform, and a view on the platform.

  • Work queues and segmentation matched to the current book
  • More of the automation and digital capability in use
  • Compliance controls that match the rules as they stand now
  • An independent read on where your product is heading
  • A roadmap that is honest about whether to invest or move

Why arum

We have no stake in which product you end up on.

Independent

No reseller agreement, no implementation revenue and no preference between the products.

Procurement as well as optimisation

If the answer is to move, we run that properly, against the whole market rather than a shortlist of demos.

US and UK

We work in both, and we know the two compliance regimes are not the same technology problem.

FAQs

Questions about Finvi

What does the Finvi Health Check cover?
Configuration, work queues, workflow, segmentation, digital channels, compliance controls and reporting. It ends with a prioritised roadmap.
We are on an older Finvi product. Should we move?
Sometimes. It depends on what you would gain, what the migration would cost you and how long you expect to hold the book. We size all three before saying.
Can you help us decide between Finvi and the wider market?
Yes. That is a procurement, and we run those independently, against a requirement set rather than a shortlist of demos.

Let's talk.

Thirty minutes with one of our senior experts. Bring the product you run and the question you have about it.
General enquiry
  • AtlantaAtlanta Financial Center, 3343 Peachtree Rd NE, Suite 145, Atlanta, GA 30326
  • London1 Lyric Square, London W6 0NB
  • Sydney97-99 Bathurst St, Suite 1087, Ground Floor, Sydney NSW 2000