yazisolda

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. Single View of Customer module provides a 360-degree client view in a dashboard where you can see all the important details of the customer in a snapshot and can also drill down in details for further information. It also runs as a Sales Engine to make up sell and cross sell that your staff can offer eligible products and targeted campaigns to customer.

Features

Key Abilities

  • Single View of Customer
  • Customer Profile Integration for central bank check, data verification, world check, and internal black list
  • Marketing channel preferences
  • Account signatures
  • Customer Interaction history
  • Charge waiver flag maintenance
  • Charge account maintenance
  • Notes about the customer
  • Advanced Customer Search
  • Customer static data update process
  • 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 for delinquencies, current offers, products & services used, and profitability& risk appetite
  • Merge of retail and corporate users view
  • Deepen customer knowledge with consolidated, 360° views
  • Improve servicing efficiency
  • Cross sell and upsell oppts at same screen
  • Track Customer Interaction History
  • Notice all the alerts and notifications
  • View all product ownership specifics

VeriTouch Customers

  • Ahli United Bank
  • Allianz Yaşam ve Emeklilik
  • Dubai Islamic Bank
  • FinansBank
  • Garanti Emeklilik
  • Ing Bank
  • Ithmaar Bank
  • Jordan İslamic Bank
  • Kuveyt Türk
  • Masraf Al Rayan
  • NBAD
  • NCB Capital
  • VakıfBank

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