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 (COMING 2021)

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.

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 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

Date and event trigger-based workflow to enhance new member onboarding.

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

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