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CRMG - Proprietary and Confidential - Not for Distribution

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C R M G

Reimagining 

Receivables

Management 

Digital Consumer Engagement Call Center

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Welcome to tomorrow

January, 2023

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Our Mission:

To pioneer a new era of receivables and collections management that empowers, empathizes and helps consumers while maximizing returns for our clients.  

CRMG -Proprietary and Confidential - Not for Distribution

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CRMG

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About us: 

  • Compattia Roccia Management Group, LLC / dba / CRMG
  • Formed in 2016 
  • Re-Launched 2022
  • Located in Tonawanda, NY (Buffalo)
  • Pride ourselves on our reputation of transparency and ethics.

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CRMG - Proprietary and Confidential - Not for Distribution

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CRMG

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About us: 

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Credentials

Compliance

  • SOC 2 Compliant platform

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  • RMAi Member

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  • ACA Member

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  • Licensed through Capital Compliance

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  • Insured and Bonded
  • FCC and FTC Compliant

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  • Regulation F Compliant

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  • All A.I. Scripting is 100% Compliant

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  • Zero BBB or CFPB Complaints

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CRMG

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Growing Partnerships

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Powered by - Cognigy.AI

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Artificial Intelligence 

CRMG - Proprietary and Confidential - Not for Distribution

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CRMG

A fully virtualized and automated accounts receivables department

Leading edge technology solutions that empower consumers to manage their finances without the pressure of collection calls, sales calls, or commission-based employee interactions.

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Artificial Intelligence 

Proprietary and Confidential - Not for Distribution

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CRMG

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CRMG - Proprietary and Confidential - Not for Distribution

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CRMG

CRMG Ecosystem

Collections Artificial Intelligence Concierge (CAIC, Kay-See) (Cognigy.ai) 

IDI Data (Skip Trace)

Quantrax -RMEx (CRM) 

NEW Partner in Progress

ACI Worldwide (Payments, MoBills)

New Beginnings Card (Secured Card) 

Voice

SMS/Text

Web Chat

Mobil Chat

Mobil App

Social Media (Meta/Twitter/Insta/TikTok

Hi, I’m Caic!

Voice Assistants (Alexa, Siri, Google)

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Data Integrity& Encryption�

Proprietary and Confidential - Not for Distribution

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Powered by - Cognigy.AI

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Mobile App

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CRMG

Native to Google Wallet, Apple Wallet

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a.i. dashboard

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CRMG

Custom Call Center Metrics

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a.i. dashboard

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CRMG

Custom Call Center Metrics

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a.i. dashboard

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CRMG

100% Accountable Transcriptions Access

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a.i. dashboard

CRMG - Proprietary and Confidential - Not for Distribution

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CRMG

Compliance Automation & Accountable Transcriptions Access

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LiVe Chat

CRMG - Proprietary and Confidential - Not for Distribution

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CRMG

Capable of handing off to Live Reps via chat

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New Beginning Card Affiliate

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CRMG

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Artificial Intelligence 

CRMG approach is different from typical applications.

  • Applying Caic as the concierge on the platform, empowers the consumer to drive the engagement.
  • Caic can meet consumers on their platform of choice. Whether that be on a landline, a cell phone, an online chat, a mobile chat, mobile application, on several social media platforms and even through voice assistants like Alexa, Siri and more.
  • Caic can provide immediate payments, set up structured payments, provide the ability to negotiate an immediate settlement, and provide all documentation necessary to legally resolve any concerns.
  • Caic enables live agents to “Barge in” if Caic detects a consumer needs additional help Caic will proactively alert a live agent to “Barge In” and help.
  • Anything Caic cannot resolve is transferred to a live agent, including if a consumer requests a live agent.

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CRMG - Proprietary and Confidential - Not for Distribution

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CRMG

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Transforming legacy challenges. 

Customer Contact Centers, Servicers, Agencies and more will experience the following benefits.

  • No CapEx – Leveraging the CRMG platform does not require typical Capital Expense planning and is simply Operating Expense through our Platform as a Service model.
  • No Research and Development needed to identify potential components that may or may not work.
  • Scalability as we enter challenging economic conditions, the ability to add virtual agents is native, immediately increase and reduce as necessary based on need.
  • Regulatory Compliance is rigorously followed when using Caic.
  • The platform is SOC2 and HIPPA compliant.
  • Multiple years and ongoing dynamic machine learning informs the quality of Caic’s interactions.
  • Recover more, with less effort from your agents and reps!

CRMG - Proprietary and Confidential - Not for Distribution

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CRMG

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Proprietary and Confidential - Not for Distribution

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Powered by - Cognigy.AI

Jay Cherry is a Jay Cherry is a global executive leader, entrepreneur, and recognized operator with unmatched experience in leading large teams across multiple countries. Jay has organizational leadership experience which spans start-up, turn-around, strategic planning and optimization, and cross-functional international teams. Having worked in several C-level positions, his expertise includes financial services, audit and controls, contact centers, risk and debt management, operations management, and business development. The hallmark of his success is his ability to lead through change, transition, innovation, and action while consistently providing strategic direction for high-level teams. global executive leader, entrepreneur, and recognized operator with unmatched experience in leading large teams across multiple countries. Jay has organizational leadership experience which spans start-Delivered strategies to the Consumer Financial Protection Bureau to bring a national debt buyer into federal compliance.

  • up, turn-around, strategic planning and optimization, and cross-functional international teams. Having worked in several C-level positions, his expertise includes financial services, audit and controls, contact centers, risk and debt management, operations management, and business development. The hallmark of his success is his ability to lead through change, transition, innovation, and action while consistently providing strategic direction for high-level teams.

Interactive Demonstration

CRMG Demo Links

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Live Call: 2m

https://youtu.be/bVgSfje_vRQ

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a.i. Chat Custom domain: www.aichatcrmgllc.us

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Negotiation Portal: (optional)

https://crmgllc.payd.it/app/

a.i. Phone System:

Inbound: 716.227-1115

Outbound: 218-255-8701 (dynamic id opt.)

Toll Free: 833-244-1211

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Mobill App: Custom Build

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Apple Wallet

Google Wallet

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*DEMO SCENARIO'S  INTENDED FOR PROOF OF CONCEPT  NOT FULLY FUNCTIONAL*

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Next Steps:

  • Complete Agreement
  • Exchange basic data.
  • Validate business case metrics/KPI’s
  • Complete 60 Day trial

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Thank You!

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