KATABAT, A FINVI SOLUTION

Know when to automate. Know when to engage.

Unify strategy, workflows, and digital self-service to resolve more accounts without replacing your core system.

TRUSTED BY LENDERS AND ENTERPRISES WORLDWIDE

Your strategy is ready. Your tech should be, too.

Delinquency volumes are climbing, regulatory scrutiny is tightening, and customers now expect to resolve an account the same way they do everything else, on a phone, at 11pm, without talking to anyone. Most collections organizations know exactly what they want to do about it. What stops them is the technology standing between the strategy and the customer.

FOUR WAYS LEGACY TECHNOLOGY SLOWS COLLECTIONS PERFORMANCE

Rigid core systems

Every treatment change becomes a project, and projects get scheduled around the core, not around your portfolio.

Competing for IT

A template edit and a platform migration land in the same queue, and the migration wins.

Phone-first habits

Skilled agents spend their day taking payments a portal could have taken overnight.

Disconnected channels

A customer who got an email, a text, and a call sees three conversations. Your audit trail sees three systems.

Measured results, not projections

33%

fewer payments handled by agents, with email payment rates up 122% over the same period.

Capital Services

89%

more efficient workflows, driven by configuration the operations team owned end to end.

4Finance

5 min

hardship application turnaround, down from an industry-standard 14 days, with 95% of approvals automated.

humm group

DIGITAL ENGAGEMENT

Make every interaction easier to act on and easier to measure

Reduce friction for consumers while giving your team a clearer view of what drives engagement and payments. Katabat connects the experience, measurement, and timely follow-up needed to improve outcomes across the customer journey.

Reduce friction in the consumer journey

A modern Customer Portal experience makes key actions easier to find and complete, helping consumers move from intent to resolution with less friction.

Understand what drives consumer action

Tracking identifies which communications drive portal engagement and distinguishes payments originating from different digital channels. Teams can invest more confidently in the channels, campaigns, and experiences that generate results.

Re-engage before momentum is lost

Decision Tree Manager events make it possible to act when a consumer updates contact information or leaves the portal without completing an action, creating timely opportunities to bring them back.

Expand digital programs with confidence

Compliance, security, accessibility, payment, and platform enhancements help teams expand digital programs while maintaining the controls and reliability complex organizations require.

WHY WE BUILT IT

Customers are relationships, not just accounts

They deserve clarity, dignity, and a straightforward path to resolution. Collections teams want to deliver that experience, but outdated systems get in the way. Katabat removes friction and gives operations full control of modern, digital-first journeys.

Customers feel supported, teams work smarter, and institutions strengthen long-term trust.

One platform to orchestrate the entire resolution journey

Engage customers through digital channels at scale, route exceptions to agents when needed, and orchestrate every interaction from one strategy.

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Self-service that resolves

Customers get the same offers online that agents provide, through a mobile-first portal and one-time click-to-pay links via EasyCollect.

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No-code strategy control

A visual, rules-based builder for queuing, program offers, channel communications, placements, and recalls. Preview the results of a configuration before publishing, and launch changes in minutes instead of months.

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More effective agents

Every customer detail on one screen, next-best action guided by the strategy engine, real-time routing to the right agent, and real-time escalation to managers for quick complaint resolution.

Enhance security with our payment solution

Compliance at the core

Contact frequency controls, consent capture, and jurisdiction-specific disclosures, with end-to-end audit visibility of communications, agent actions, and payments.

HOW IT FITS

An overlay, not a core replacement

Katabat sits above your servicing platform as a flexible orchestration layer. Operations gets configurable control of digital journeys, IT keeps a light integration footprint, and modernization never becomes a multi-year replacement project.

Go live without touching your core

A placement-file overlay eliminates core system disruption. Your servicing platform stays as it is, and time to value does not depend on a replacement program.

Keep every system working from the same truth

APIs and webhooks carry real-time events between Katabat and your stack, including promises, outcomes, and dialer kill files, so nothing waits on a batch cycle.

Keep the experience unmistakably yours

Run a white-label portal under your own brand, or choose API-only mode and keep Katabat entirely behind your existing front end.

Work with the dialer you already run

Dialer-friendly architecture with integrated SmartReach and Twilio toolbars keeps agent-led calling connected to the same strategies driving your digital treatments.

Cloud-hosted, secure, and proven, so you can scale with stability across portfolios and business units on your own timeline.

EMBEDDED INTELLIGENCE

Your strategy gets better with every customer response

Static strategies cannot keep up with changing customer behavior. Katabat structures the workflow and drives execution, while embedded intelligence continuously improves the decisions inside it using real performance data, so strategies refine themselves instead of waiting on manual rule tuning.

Prioritize accounts using Propensity to Pay modeling
Optimize outreach timing with Best Time to Contact
Match engagement strategy to the right channel
Improve performance over time through outcome-based learning

Engagement decisions stay aligned to your compliance controls, and personalization improves response without over-contacting.

THE OUTCOME

More consistent recovery performance with less operational effort

Optimization happens inside the workflow, not outside it. Decisions are applied in real time, scoring happens at the account level, and teams act on the next best action immediately, so there is no gap between insight and action.

Three buyers, three reasons to move

COLLECTIONS LEADERSHIP

Hit the number without adding headcount

Higher cure rates at a lower cost to collect, because treatments, offers, and workflows change the day you decide to change them. Digital absorbs the routine volume and agents take the exceptions.

COMPLIANCE AND RISK

Prove it, don't reconstruct it

Contact frequency, consent, and jurisdiction-specific disclosures are enforced by the platform rather than by policy memos, and every communication, payment, and agent action is already documented when someone asks.

IT AND SYSTEMS

Hand the business the controls

A light-touch overlay means no core changes to scope and no migration risk to own, and the steady drip of small operational requests stops landing in your backlog.

Take it with you

Two short overviews you can download and share with your team.

Katabat Debt Management and Collections Solution

The platform overview: more efficient agents, more effective strategies, a better customer experience, and compliance at the core.

Turn Engagement Decisions into Continuous Performance Improvement

How embedded AI optimizes prioritization, timing, and channel inside the workflow, built for first-party collections realities.

Success stories from Katabat clients

Capital Services

After evaluating other solutions, Capital Services deployed Katabat for configurable cardholder outreach and payments in the cardholder's preferred channel. Agent-handled payments fell 33% and email payment rates rose 122%.

humm group

Katabat embedded automated workflow and decisioning into financial hardship application assessment and approval, cutting lead time from 14 days to 5 minutes with 95% of approvals automated.

"Working closely with Katabat we were able to slash the lead time for financial hardship applications for our customers, from application stage to final approval, from the industry standard of 14 days to just 5 minutes."

Ash Dalalchi, Head of Collections Strategy, humm group

SOC 2 Type 2, ISO 27001, PCI DSS

Katabat runs in a hardened, cloud-hosted environment, and every communication, payment, and agent action is tracked and auditable, so you can demonstrate compliance quickly.

See Katabat on your portfolio

Walk through the strategy builder, the Customer Portal experience, and the overlay integration model with our team—and see how Katabat can support your digital engagement strategy.