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Customer Relationship Management

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 members.


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Key Features

Customer management
Customer management
Access and update complete member profiles, including account information to simplify conversations and identify the most relevant opportunities for individuals and organizations.
Account snapshot & detail view
Account snapshot & detail view
Snapshot and detailed views of accounts associated with members provide the ability to respond quickly to customer requests without changing systems.
Activity tracking
Activity tracking
Record and view member touchpoints, and ensure conversations are picked up where they left off across channels or team members.
Opportunity management
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 quality user experience.
New member onboarding
New member onboarding
Date and event trigger-based workflow with the ability to incorporate call scripts and HTML emails to enhance new member onboarding.
Core integration
Core integration
Up-to-date profile information is available in real-time, with changes made to your member profiles pushed directly to your core banking system.
Audit tracking
Audit tracking
Traceability for member profile updates including user, date and time stamps to support compliance and risk management best practices.

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