CUSTOMER RELATIONSHIP MANAGEMENT

CUSTOMER RELATIONSHIP MANAGEMENT

Easily manage customer profiles, track conversations across multiple channels, record touchpoints, manage tasks for renewal and identify opportunities for product upgrades and cross sells to build and grow customer relationships.

HIGHLIGHTS

MEMBER MANAGEMENT:

Access and update full member and customer profiles, including account information, to facilitate conversations and opportunity identification.

TASKS AND APPOINTMENTS:

Staff tasks and appointments can be quickly reviewed in one consolidated portal to ensure they have a complete view of their daily activities.

LEAD SCORING:

Configurable lead scoring functionality allows you to narrow in on members and customers that are best suited to new products or services.

ACTIVITY TRACKING:

Record and view member and customer touchpoints, and ensure conversations are picked up where they left off across channels or team members.

OPPORTUNITY MANAGEMENT:

With unique and configurable workflows for term and mortgage, new member onboarding, and referral management, you’ll ensure staff are effectively following up with members and customers while providing a consistent and quality user experience.

CASE MANAGEMENT:

Monitor and follow-up on issues reported by staff, members and customers to ensure prompt resolutions.

CORE INTEGRATION:

Up-to-date profile information is available in real-time, with changes made to your member and customer profiles pushed directly to your core banking system.

OMNICHANNEL EXPERIENCE PLATFORM

ASAPP OXP can transform your financial institution by leveraging customer insights, while eliminating unnecessary steps in support of a digitally proactive environment. Get in touch with us today and discover how we can play a pivotal role in helping you build your business and your brand.