Pekao Faktoring Sp. z o.o. is a market leader in factoring services in Poland, known for its customized solutions tailored to the needs of entrepreneurs and corporations. As a founding member of the Polish Factors Association, Pekao sets industry standards for factoring best practices and service quality.
As Pekao Faktoring grew, the increasing volume of factoring documents and sales processes created significant challenges:
🔹 Time-consuming sales procedures – Handling factoring offers, requests, and contract approvals required extensive manual processing.
🔹 Lack of structured documentation management – Factoring documentation needed better organization within customer files.
🔹 Limited reporting & tracking – Executives lacked real-time insights into factoring service performance.
To maintain its high service standards and improve efficiency, Pekao needed a digital workflow automation system.
To address these issues, Pekao Faktoring partnered with Infinite IT Solutions to implement Infinite Workflow, a system designed to automate factoring sales processes and document handling.
✔ Automated sales workflows – Managing the entire factoring lifecycle, from offer submission to contract approval.
✔ Structured digital documentation – Organizing factoring requests, forms, and contracts in a centralized system.
✔ Real-time process tracking – Enabling employees to know exactly where each customer document is in the workflow.
✔ Advanced reporting & analytics – Providing executives with insights into the quality of after-sales factoring services.
The new system significantly improved speed, accuracy, and accessibility in handling factoring requests and decisions.
✅ Well-organized documentation records – All factoring-related documents stored and easily accessible in one place.
✅ Faster factoring decision-making – Automated approval workflows reduced processing time.
✅ Improved process transparency – Employees at all levels can track factoring requests and contract statuses in real time.
✅ Enhanced accountability & reporting – Built-in monitoring tools help executives assess service quality and efficiency.