Logoipsum Foundation
Optimising Lead Allocation with Real-Time Decisioning at XYZ Finance
ICMS powers transformation across financial services, lending, and compliance. Here’s how our platform delivers results.
Timeline
July 2025 – November 2025
Industry
Financial Services
Solution Used
- Decisioning Platform
- Data Science Service
The Challenge
Brief introduction to the client and their operating environment. Brief introduction to the client and their operating environment.
Collections & Affordability
Automate repayment journeys with affordability scoring, channel orchestration (WhatsApp, SMS, Email), and restructure logic.
Lead Allocation & Sales Optimisation
Route leads based on real-time scoring, compliance rules, and conversion likelihood improving agent performance and ROI.
Onboarding & Customer Origination
Seamlessly manage onboarding with KYC checks, eligibility decisioning, affordability, and integrated workflows
Collections & Affordability
Automate repayment journeys with affordability scoring, channel orchestration (WhatsApp, SMS, Email), and restructure logic.
Lead Allocation & Sales Optimisation
Route leads based on real-time scoring, compliance rules, and conversion likelihood improving agent performance and ROI.
Onboarding & Customer Origination
Seamlessly manage onboarding with KYC checks, eligibility decisioning, affordability, and integrated workflows
The ICMS Solution
Overview of what was implemented which platform modules, services, or integrations were involved
Discovery & Diagnosis
We begin by understanding your business goals, challenges, and existing decisioning landscape. This includes data availability, regulatory requirements, and operational constraints
Solution Design
Our experts work collaboratively with your team to architect tailored decisioning strategies and workflows. This phase includes stakeholder input, proof of concept planning, and configuration mapping
Build & Integration
We implement your solution using our low-code platform — combining visual logic, API integrations, and model deployment. Internal teams can configure and adapt without dependency on full-time developers.
Testing & Validation
We begin by understanding your business goals, challenges, and existing decisioning landscape. This includes data availability, regulatory requirements, and operational constraints
Deployment & Enablement
Our experts work collaboratively with your team to architect tailored decisioning strategies and workflows. This phase includes stakeholder input, proof of concept planning, and configuration mapping
Ongoing Support & Optimisation
We implement your solution using our low-code platform — combining visual logic, API integrations, and model deployment. Internal teams can configure and adapt without dependency on full-time developers.
Solutions used
ICMS is trusted across multiple high-impact industries
Build systems that power growth.
Streamline operations, reduce complexity, and increase efficiency through automation and smart system design.
Build systems that power growth.
Streamline operations, reduce complexity, and increase efficiency through automation and smart system design.
Build systems that power growth.
Streamline operations, reduce complexity, and increase efficiency through automation and smart system design.
Results
ICMS is trusted across multiple high-impact industries
Improved
conversion rate
Improved
conversion rate
Improved
conversion rate
80%
Likelihood to recommend Taktile across G2 users.
>100M
Number of decisions made using ICMS
4X
Customer growth over the past 12 months.
“ ICMS didn’t just deliver a system they delivered a solution that transformed the way we work. Their team understood our challenges and built exactly what we needed, faster than we expected ”
Dawie van Zyl
Head of Operations, Enterprise Client