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 and managing renewal tasks.

KEY FEATURES (PREVIEW AVAILABLE JANUARY 2020)

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 AND DETAIL VIEW

Snapshot and detailed views of accounts associated with customers provide the ability to respond quickly to customer requests without changing systems.

CALENDAR AND RESOURCE MANAGEMENT

Manage resources and calendars effectively by quickly reviewing your staff’s tasks and appointments in one consolidated portal to ensure everyone knows what they need to achieve every day.

LEAD SCORING

ASAPP OXP’s configurable lead scoring functionality allows you to home in on best-bet customers for all your new product and service offers. Lead scoring provides  both member level and product opportunity configuration.

ACTIVITY TRACKING

Record and view member and customer touchpoints, and ensure conversations are picked up where they left off across channels or team members. Manage documents (within an activity), statuses, consents and member flags effectively from a single Team Portal.

OPPORTUNITY MANAGEMENT

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

CASE MANAGEMENT

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

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 LOGGING

Traceability for customer profile updates including user, date and time stamps to support compliance and risk management best practices.