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Internal · Sales Enablement

Demo Guide

Recommended click-path for a ~22-minute live demo of SaccoCore 360. Visible only to the CEO role.

CEO only

Suggested flow

Follow top-to-bottom. Each step has a talking point and a direct link.

  1. 1
    Open Command Centre
    ~2 min

    Executive KPIs, portfolio composition, branch heatmap and AI insights on a single screen.

    “This is what the CEO sees every morning — one glance, whole SACCO.”
    Open step
  2. 2
    Drill into a branch
    ~2 min

    Click any branch row — staff roster, arrears heatmap and scoped fraud alerts appear instantly.

    “Every number in SaccoCore is drillable — nothing is a dead-end chart.”
    Open step
  3. 3
    Open Member 360
    ~2 min

    Unified profile: savings, shares, loans, guarantors, M-Pesa and risk in one view.

    “Tellers and credit officers stop tab-hopping — everything about the member is here.”
    Open step
  4. 4
    Start a new loan application
    ~3 min

    5-step wizard: applicant → product → SaccoScore AI → guarantors & collateral → maker-checker.

    “This is the credit story end-to-end. Watch the AI score and the approval routing.”
    Open step
  5. 5
    Explain the SaccoScore decision
    ~3 min

    Factor waterfall, peer benchmark, plain-English narrative and a what-if simulator.

    “Regulators demand explainability — every decision has a paper trail and a slider to stress-test it.”
    Open step
  6. 6
    Investigate a FraudShield alert
    ~3 min

    12 SACCO-specific fraud categories — pick the top alert, show linked entities and freeze funds.

    “Fake loan scams, mule accounts, guarantor rings — the SACCO's biggest 2024/2025 headache, solved.”
    Open step
  7. 7
    Clear pending approvals in the Inbox
    ~2 min

    Role-aware queue of approvals, fraud escalations and system alerts with one-click actions.

    “No more email chains — approvals live in the platform with a full audit trail.”
    Open step
  8. 8
    Ask the AI Assistant
    ~2 min

    Natural-language queries against the entire portfolio: 'top 5 risky loans in Nakuru this month'.

    “The board asks questions in English. The platform answers with numbers and citations.”
    Open step
  9. 9
    Export the Board Pack
    ~2 min

    One click generates a branded 7-page PDF: KPIs, branches, AI insights, fraud, SASRA checklist.

    “Walk out of the demo with a printable artefact — SASRA-aligned, ready for the next board meeting.”
    Open step
  10. 10
    Show the Member Portal
    ~1 min

    Self-service view for members: balances, statements, loan applications and dividend history.

    “The same platform serves the CEO and the member — no separate mobile stack to maintain.”
    Open step

Objection handling

Common pushback

  • “Too expensive.” Board pack alone saves ~40 hours/quarter.
  • “What about SASRA?” Show the compliance checklist in Reports.
  • “Can we self-host?” Yes — Enterprise tier on About page.

Must-mention differentiators

Beat the incumbents

  • SaccoScore AI with explainability, not a black box.
  • FraudShield with 12 SACCO-specific vectors.
  • Guarantor & collateral intelligence — not just a spreadsheet.

Leave-behinds

What to send after

  • Board Pack PDF (exported live during the demo).
  • Link to /about for pricing.
  • Follow-up email with SASRA compliance summary.