Portfolio overview
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3Open balances
1Active arrangement
€2,480Total balance
Financial engagement, reconfigured
Financial journeys,
without boundaries.
One configurable platform for receivables, payments, servicing and resolution — across every industry and customer type.
Any receivable
Any customer
Any industry
Live
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01 / The platform
One lifecycle.
Every financial journey.
Start with the moment that matters. Enable each phase independently, then configure the language, rules and actions around your strategy.
01
Reach the right person
Turn every touchpoint into an invitation.
Use landing pages, notifications and timely reminders to bring customers into a clear, trusted experience.
02 / Universal receivables
The journey stays familiar.
The context changes.
Settly separates the financial journey from the industry, so one engagement engine can support every kind of receivable.
ANYReceivable
03 / Connected experiences
Self-service simplicity.
Operational depth.
Customer journeys and back-office control work as one operating model — across every brand, portfolio, region and team.
portal.settly.com
ResponsiveWhite-labelMultilingual
Onboard
Identity, access and consent
Understand
Portfolio and balance analysis
Act
Payments, plans and arrangements
Service
Requests, profile and documents
Engage
Inbox, reminders and support
04 / Intelligence layer
AI that guides action.
Control that earns trust.
Settly AI sits on top of workflows, knowledge and integrations to make every interaction more relevant — while staying inside the rules you define.
See how it scales
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Settly AI
Financial engagement agent
01Next-best
action
action
02Smart
reminders
reminders
03Virtual
assistant
assistant
04Agent
hand-off
hand-off
05 / Journey library
Built once.
Relevant everywhere.
Combine the same modular building blocks around each industry's language, eligibility and action model.
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Flexible repayment
Banking & servicers
Support better decisions at every account moment.
Turn complex financial situations into guided, manageable next steps for customers and servicing teams.
RepaymentRestructuringHardshipDisputes
06 / Business outcomes
Better journeys create
better momentum.
Move routine financial interactions into supportive digital self-service, while preserving human help, control and compliance.
More digital action
Give people a clear reason — and an easier way — to act.
Lower cost-to-serve
Shift routine requests to always-on self-service and guided workflows.
Stronger performance
Improve engagement around payments, commitments and resolution.
Consistent control
Keep rules, content, approvals and audit-ready journeys aligned.
Better experience→More engagement→More self-service→Stronger performance
07 / Adoption path
Start focused.
Scale without limits.
Launch the journey you need today. Expand into a broader financial engagement platform as your strategy grows.
- 01Launch
Make the first journey live.
Presentment, onboarding, identity, payments and communications.
- 02Expand
Add meaningful actions.
Arrangements, commitments, requests, documents and callbacks.
- 03Automate
Let intelligence do more.
Workflows, reminders, AI assistance and service queues.
- 04Scale
Take the model everywhere.
More portfolios, brands, regions, industries and source systems.
Ready when you are
Where could better
financial journeys take you?
Bring us one receivable, one customer moment or one operational challenge. We’ll show you the journey.