Strengthen your connection with members
Customer Relationship Management
Get everything you need to build strong, lasting relationships with your customers – from managing profiles, tracking conversations, and recording touchpoints, to identifying opportunities, managing renewal tasks and onboarding new customers.
Key Features
Customer Management
Access and update complete customer profiles, including account information to simplify conversations and identify the most relevant opportunities for individuals and organizations.
Account snapshot & detail view
Snapshot and detailed views of accounts associated with customers provide an ability to respond quickly to customer requests without changing systems.
Activity tracking
Record and view customer touchpoints, and ensure conversations are picked up when they left off across channels or team members.
Opportunity management
With configurable workflows for term deposit and lending renewals, you’ll ensure staff are effectively following up with customers while providing a consistent and high-quality user experience.
New customer onboarding
Date and event trigger- based workflow with the ability to incorporate call scripts and HTML emails to enhance new customer onboarding.
Core integration
Up-to-date profile information is available in real-time, with changes made to your customer profiles pushed directly to your core banking system.
Audit tracking
Traceability for customer profile updates including user, date, and time stamps to support compliance and risk management best practices.
