Customer Onboarding
- Reduce entry of data into multiple discrete applications providing integrated application for ease of use
- Ensuring leads to opportunity adherence with legal and compliance systems
- Automatic Lead status updates to bankers through multiple channels
Customer Service Channel
- Enterprise-wide single customer view for service support team
- Sophisticated workflow designed for case management
- Productivity and performance measurement for service representatives
Sales Automation & Compensation
- Allows businesses to enable their sales team in having quick deal closures
- A compensation module that enables incentive to the sales team
- Custom-built strategy for account planning to increase business growth
Asset Portfolio Analysis
- Relationship hierarchy on customer profile which is a mandated process for banks
- Allows bankers to play advisory role in up/cross selling products by using complete customer portfolio
- Plays a vital role in capturing the risk of an asset growth pertaining to a customer
- Analytical engine that provides multi-dimensional view of customer portfolio