Workflow Applications

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Why Lodestar Workflows?

Lodestar Workflow Modules are built to do more than just store data—they bring it to life. By layering intuitive, purpose-driven workflows on top of your Data Warehouse, we help you move from insight to execution—faster, smarter, and with full visibility.

🌐 One Platform, Endless Potential: Centralize your most critical processes and decisions in one powerful location.
⚡ Designed for Efficiency: Cut through complexity. Every module is engineered to eliminate friction and boost productivity.
📊 Your Data, Fully Activated: No more passive reporting—these workflows take action based on real-time insights.

“It seems to me that the natural world is the greatest source of excitement; the greatest source of visual beauty; the greatest source of intellectual interest. It is the greatest source of so much in life that makes life worth living.”

David AttenboroughNatural Historian

Cross-browser optimized - FF, Safari, Chrome, Edge, Opera
Fully Responsive design - perfect on any device
Multi-language ready - everything in our modules is translatable
Retina image support for high-density pixel displays

Flexible - Customize font and color scheme to fit your brand
Great documentation - good for new or legacy users
Professional support - we love what we do and who we do it for
Many header- / footer-layouts and loads of easy-to-use modules

Efficiency is the name of our game

One Location for All Data Needs

Collections Management

Smarter Strategies. Compassionate Collections.

Go beyond balances—see the full member picture. This module gives your team the insights and tools to manage collections efficiently and empathetically.

Automated Case Identification – Triggered by your institution’s business rules.
Relationship-Based Insights – Factor in the broader member context before taking action.
Integrates with Communication Tools – Prioritize and feed collections data into your outreach platforms.

Complaint Management A business intelligence application designed to streamline your complaint management process. It allows users to manage and track complaints using cases that are manually input by your employees. Data related to cases is captured in the data warehouse, allowing the FI to report on active cases, identify trends and more.

Credit Risk Management A business intelligence application designed to flag credit risk accounts and members. Custom logic is used to flag members and divide them into risk categories. The FI can then use these cases to track changes in risk over time and identify high risk memberships.

Data Quality Management

Clean Data. Confident Decisions.

Strong data fuels strong decisions. Our Data Quality Management module keeps your information accurate, synchronized, and audit-ready.

Automated Data Auditing – Monitor data quality across all connected systems.
Cross-System Validation – Compare inputs from multiple platforms to ensure consistency.
Exception Reporting – Pinpoint training needs, inefficiencies, or integration errors before they snowball

Estate Management A business intelligence application designed to streamline your Estate process. It allows users to manage and track estate related tasks using cases that are automatically generated by the system once the Date of Death field is populated. Custom code is utilized to attach 'child' cases to the Estate case when certain products are owned by the deceased member, so action steps can be taken on those records.

Forms (Canada) App that allows the client to generate pre-populated forms for scenarios such as account opening, card agreements at the time those activities are occurring with the member. Vital to a financial institution’s paperless strategy.

Fraud Management

Case Management That Complements Detection Systems

Your fraud detection system flags the threat. Lodestar helps you handle it. This module complements tools like Verafin by giving you a place to act on alerts, document outcomes, and track trends.

Case Creation from Detection Alerts or Manual Reports
Full Lifecycle Management – From provisional credit to member communication.
Analytics & Trends – Understand fraud patterns across regions, account types, and more.

Opportunity Mining & Management

Uncover, Track & Act on Sales and Service Opportunities

Your data is full of potential. Opportunity Management finds it. This module functions as a CRM-lite for financial institutions without a full-scale CRM—or as a data-rich powerhouse that supercharges platforms like Salesforce or Hubspot.

Centralized Member Insights – Unify data from all integrated systems for a 360° view of relationships.
Automated and Manual Opportunity Tracking – Identify cross-sell and upsell chances based on real-time behavior or staff input.
CRM Integration Ready – Feed curated, actionable opportunities into your CRM and bring enriched insights back for closed-loop reporting.

Task Management

Custom Workflows for Critical Business Processes

From estate resolution to complaint tracking, Task Management flexes to fit your needs. Create custom workflows, track tasks, and extract value from operational data.

Configurable for Multiple Use Cases – Estate management, complaint resolution, credit risk, and more.
Cross-Department Visibility – Assign, monitor, and report on task progress across teams.
Operational Intelligence – Analyze task data to uncover inefficiencies and training needs.

Workflow Applications

Why Lodestar Workflows?

PRODUCT FEATURE TWO

PRICING OF OUR PRODUCTS

BASIC

PROFESSIONAL

ULTIMATE

PRICING OF OUR PRODUCTS

BASIC

PROFESSIONAL

ULTIMATE

One Location for All Data Needs

Your data’s already talking. We just make sure it says something useful.