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](/media/1221/customermanagement.png)
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](/media/1196/accountsnapshot.png)
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](/media/1197/activitytracking.png)
Activity tracking
Record and view customer touchpoints, and ensure conversations are picked up when they left off across channels or team members.
![Opportunity management](/media/1248/opportunitymanagement.png)
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](/media/1243/memeberonboarding.png)
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](/media/1218/coreintegration.png)
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](/media/1206/audittracking.png)
Audit tracking
Traceability for customer profile updates including user, date, and time stamps to support compliance and risk management best practices.