Access and update full member and customer profiles, including account information, to facilitate conversations and opportunity identification.
Staff tasks and appointments can be quickly reviewed in one consolidated portal to ensure they have a complete view of their daily activities.
Configurable lead scoring functionality allows you to narrow in on members and customers that are best suited to new products or services.
Record and view member and customer touchpoints, and ensure conversations are picked up where they left off across channels or team members.
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.
Monitor and follow-up on issues reported by staff, members and customers to ensure prompt resolutions.
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.