Customer profiles that allow agents and relationship managers to capture client information at every contact point help them to build strategic customer knowledge and insight over time.
With Single View of Customer; all customer demographics, assets, liabilities, product usage, open cases and complaints are collected on a single page. With customer interaction history module, all customer interaction history such as internet banking usage, branch visits, e-mail sent and received, and SMS messages is replicated to MS CRM.
• Single View - 360°
- Profile of customer (name, address, RM, preferences)
- Account list with latest balances
- Last 5 transactions for each account
- Card list with available balances
- Last 5 transactions for each card
- Alerts for customer
• Customer Profile Integration
- Central bank check
- Emcredit integration
- World check integration
- Internal black list integration
• Marketing channel preferences
• SignCap account signatures
• Charge waiver flag maintenance
• Charge account maintenance
• Relationship manager and branch
• Notes about the customer
• Advanced Customer Search (name, date of birth, account no, card no, plate no, mobile no)
• Customer static data update process
- Maker checker approvals
- Address change
- Mobile number change
- Customer info update audit trail
• New customer enrollment process
• Client ID reservation and management
• Automatic de-duplicate detection
• De-dup rule definitions
• Back end system client generation
• Account origination integration
- Interaction history
- Delinquencies
- Current offers
- Products and services used
- Profitability and risk appetite
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